Intelligent Document Automation: Streamline Intake for Patient Services and Support

Reduce the time it takes to move a patient into the care they need. Jump directly from receiving a document to creating a patient record or enrolling the patient in a program, all in one easy-to-use interface.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions where Health Cloud is enabled.

Who: To use this feature, you must have the Health Cloud license provisioned in Salesforce.

  • All users need the Health Cloud and Health Cloud Platform permission set licenses.
  • The intake coordinator needs the View Setup and Configuration, Document Checklist, and Health Cloud Foundation permissions.
  • Users need full access to the Document Checklist Item, Location, Received Document, and OCR Document Scan Result objects.

Why: Built on the Salesforce platform, intelligent document automation supports faster time-to-market with a robust feature set. Einstein-powered artificial intelligence enables you to develop your own unique scoring algorithms and use OCR technology. You can bundle offerings from our partner ecosystem, such as integration or eligibility checking. There's also a new standard report type you can use to track the progress of your documents.