Step-by-Step
Health Cloud Intelligent Document Automation (IDA) Capabilities:
IDA automates processing of incoming documents (like insurance cards or clinical records).
Out-of-the-box features allow:
Document Rotation: For correcting the orientation of scanned/received documents.
Record Type Association: For matching documents to appropriate Salesforce record types (such as associating a document with a Patient or Encounter).
Automated Document Checklist Item Creation: Automatically creating checklist items for actions (e.g., missing forms or needed verifications).
Supported and Unsupported Features:
Barcode Scanning: Not an out-of-the-box feature of Health Cloud IDA (may require third-party solutions).
eFax Connection: While Health Cloud supports document management, direct eFax integration is not out-of-the-box.
Official Document Extracts:
From Salesforce Help:
"You can rotate, associate, and automate checklist items for documents received in Health Cloud using Intelligent Document Automation."
- Administer Health Cloud - Document Automation
Reference:
Intelligent Document Automation Overview