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Intelligent Document Automation

Use the Intelligent Document Automation data objects to simplify the document management process, reduce manual data entry, and get patients the right care and services faster by managing patient and member forms all in one place, from intake through processing.

The Intelligent Document Automation data objects are visible to users with the Health Cloud and the Health Cloud Platform permission set licenses and the Health Cloud Permission Set License permission set. You must have the Health Cloud managed package installed in your org to access the home health data model. Available in API version 47.0 and later.