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. Available in API version 47.0 and later.

  • ReceivedDocument

    Contains a request for an operation to be performed on a document, such as rotating, splitting, or text extraction. This object is available in API version 50.0 and later.

  • ReceivedDocumentType

    Represents a junction object between Received Document and Document Type. This object is available in API version 58.0 and later.

  • OcrDocumentScanResult

    Represents the contents of a document after optical character recognition (OCR) processing. This object is available in API version 50.0 and later.

  • DocumentChecklistItem

    Represents a checklist item for a documentation file upload. This object is available in API version 47.0 and later.