Salesforce Health Cloud Developer Guide

Health Cloud Developer Guide
Health Cloud Data Model
Health Cloud Associated Objects
Health Cloud Fields on Standard Objects
Creating and Importing Documents
Intelligent Appointment Management
Working With Electronic Health Records
Engagement Interaction Data Model
Emergency Response Management
Apex Reference
Health Cloud Business APIs
Metadata Types
Health Cloud Custom Metadata Types
Health Cloud Empower Components for Experience Cloud Sites
API End-of-Life
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Creating and Importing Documents

You can integrate a fax system with Health Cloud's Intelligent Document Automation features by creating and importing documents programmatically.

To bring a new document into Health Cloud from an external source, such as a fax system, create a Content Document record and a Received Document record and link them together with a Content Document Link record.

Health Cloud supports the PDF, JPG, JPEG, and PNG file types.

For help getting set up, see the Quick Start section of the Salesforce REST API Developer Guide.

Tip

  1. Make sure your users have access to the Intelligent Document Automation features.
    See Set Up Intelligent Document Automation Users for the user setup requirements.
  2. Create a Content Document record.
    See Inserting a New Document in the Salesforce REST API Developer Guide for instructions.
    This gives you a Content Document ID.
  3. Create a Received Document record.
    See ReceivedDocument in the Health Cloud Developer Guide for details.

    For the Name field, use the name of the uploaded content document.

    1. If you have the Intelligent Form Reader license, keep Disable Auto OCR = false (unchecked).
    2. Keep Active = true (checked).
    This gives you a Received Document ID.

    See the Developer Guide for other fields you can use for mapping metadata.

    Note

  4. Create a Content Document Link record to join these two IDs, with the sharing mode to I (inferred).
    See ContentDocumentLink in the Salesforce Object Reference for details.
To optimize the operation, consider these alternative approaches:
  • You can use the Composite API to combine steps 2 and 3.
  • If the content document is under 35 MB, you can use the Composite API to combine all three steps.