Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Automate Patient Case Intake by Using Document AI for Health

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Automate Patient Case Intake by Using Document AI for Health

            Extract data from a lab report using the Document Extraction Request object to create structured case records. Review and update the extracted information as needed to ensure accuracy and correct mapping to Health Cloud objects. Finally, save the records to support faster investigations and timely follow ups.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions of Health Cloud with 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
            1. From the App Launcher, find and select Document Extraction Request.
            2. Click Extract Document.
            3. Click Upload Files, and upload the lab report that you want to extract data from. Then, click Done.
            4. From the recently uploaded files, select the file that you uploaded, and click Next.
            5. Select Patient Case Intake as the Use Case Type.
            6. Review the Records to Extract section to make sure all required fields are selected for extraction.
              This section lists the objects to map the extracted data to, such as Case, Account, Health Condition, and Diagnostic Summary.
            7. Click Extract.
              Extraction can take a while depending on the file size.
            8. On the Document Extraction Request record page, after the status changes to Review Not Started, click the action menu next to your extraction request, and select View.
            9. Review the extracted data, save your changes.
              You can also add or update the data as needed.
            10. After the status changes to Save Completed, click the dropdown next to your extraction request, and select View to see the summary of the created records.
              A public health case is created from the lab report extraction. Review the case details in the Summary section.
             
            Loading
            Salesforce Help | Article