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            Use Custom Templates to Extract Documents

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            Use Custom Templates to Extract Documents

            Leverage custom extraction templates to meet your organization's specific business requirements. Capture the right data from health documents by using templates designed for your workflows. Extract data from health documents and map it to the Health Cloud data model to deliver trusted, high quality data that support effective public health surveillance and decision-making.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions of Health Cloud with the Agentforce for Health Cloud license
            User Permissions Needed
            To use Document AI for Health:

            Health Cloud Foundation permission set

            AND

            Data Cloud User permission set

            AND

            Disease Surveillance permission set

            AND

            Document AI permission set

            AND

            Health Cloud AI Assistive Agent permission set

            Custom extraction templates must be available in the Extraction Templates table on the Document AI for Health setup page. The availability of custom templates and configuration depends on how your Salesforce admin sets them up for your organization. Contact your Salesforce admin if you need help.

            1. From the App Launcher, find and select Document Extraction Request.
            2. Click Extract Document.
            3. Click Upload Files, select the file you want to extract data from, and then click Done.
            4. From the list of recently uploaded files, select the file that you uploaded, and click Next.
            5. Select the custom extraction template as the use case type.
            6. Review the Records to Extract section to confirm that all required fields are selected for extraction.
            7. Click Extract.
              The extraction can take a while depending on the file size.
            8. When the status of your extraction request changes to Review Not Started, click the action menu next to your request and select View.
            9. Review the extracted data. If necessary, add or update the data, and save your changes.
            10. After the status changes to Save Completed, select View from the action menu to view the summary of the created records.
             
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