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            Set Up Document AI for Health Referral Management

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            1. Salesforce Help
            2. Docs
            3. Health

            Set Up Document AI for Health Referral Management

            Use AI to extract information about incoming external clinical service faxes. Automate the process to minimize the workload for referral intake coordinators.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To set up Document AI for Health:

            Health Cloud Foundation permission set

            AND

            Disease Surveillance permission set

            AND

            Data Cloud Architect permission set

            AND

            Document AI for Health permission set

            AND

            Context Service Admin
            1. Set Up Document AI for Health
            2. Turn on batch processing.
              1. In Setup, find and select Batch Document AI for Health.
              2. Turn on Batch Document AI for Health.
             
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            Salesforce Help | Article