Loading
Salesforce now sends email only from verified domains. Read More
Administer Health Cloud
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
            Use Document AI for Health

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Health Cloud

            Use Document AI for Health

            Leverage the generative AI capabilities of Document AI for Health to automatically extract data from PDFs, such as lab reports and disease definitions, and convert it into structured Health Cloud records. Focus on critical tasks by reducing manual data entry efforts, and ensure consistent case intake and disease data management, facilitating faster follow-up and investigation.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions of Health Cloud with Agentforce for Health Cloud license
            • 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.
            • Batch Document AI for Health
              Efficiently manage large volumes of data and focus on critical investigations by automating the extraction of multiple lab reports simultaneously. Reduce manual workload, accelerate decision-making, and ensure quick access to essential case information by using Batch Document AI for Health.
            • Create a Disease Surveillance Catalog
              Import disease definitions from PDF files published by health authorities, extract the key details, and review the populated information for accuracy. Save the extracted information to create structured disease definition records and build an up-to-date catalog that aligns with your organization's needs.
            • 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.
             
            Loading
            Salesforce Help | Article