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. Patients can upload their own documents on an Experience Cloud site.
You can route forms automatically to the right queue for faster review and processing in a
digital, HIPAA-compliant workspace.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
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When you bring a patient into a home health service or enroll a patient in a program, putting
the patient's information to use can be a disjointed, frustrating experience. 75 percent of
all medical communication occurs via faxes, from which someone typically has to manually grab
the information and put it in the right place.
Retyping patient data from a fax or PDF into multiple systems just won't do. Whether you're a
case manager receiving an enrollment form by email, or tracking down required financial or
benefits information, every minute you save on document intake helps get the patient the
services they need faster.
Intelligent Document Automation includes a set of capabilities built into Health Cloud at no
extra cost to Health Cloud customers. Purchase Intelligent Document Reader with Amazon
Textract through Amazon for document routing and text extraction. Intelligent Document Reader
with Amazon Textract is available as an add-on license for Health Cloud customers. To update
AWS credentials, make sure you have the IntelligentDocumentReaderAddOn license enabled along
with the 'Intelligent Document workspace' from HCStarterAddon.
For information about setting up Intelligent Document Automation for your users, see Document Automation.
