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          Process Multiple Lab Reports for Disease Investigation

          Process Multiple Lab Reports for Disease Investigation

          Upload your lab report PDFs to a designated folder for automated batch extraction. Review and update the extracted information on the Document Extraction Request object to ensure accuracy and correct mapping to Health Cloud objects.

          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 Batch 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

          1. From the App Launcher, find and select Files.
          2. Select the folder designated for batch lab report processing.
            The folder where you can upload the documents for processing is created by your Salesforce admin. If you can’t find the folder, contact your admin.
          3. Upload your lab report PDFs to the folder.
            The system runs automatically at scheduled intervals, and processes the files.

          You can review the extracted details on the Document Extraction Request object.

           
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          Salesforce Help | Article