Manage the entire referral journey in a centralized process to reduce manual data entry and increase patient engagement. Help your users queue referrals by assigning predictive intelligence scores based on time in the queue and clinical urgency. Also, convert unstructured fax referrals into structured records by using Document AI for Health.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud, Agentforce for Health Cloud, and Data Cloud add-on licenses.
When: This feature is available starting June 5, 2026.
Who: This feature is available to users with the Health Cloud Foundation, Data Cloud Architect, and Document AI for Health permission sets.
How: Set up Document AI for Health with ready-to-use referral templates to automate record creation for clinical service requests (referrals) and person accounts. You can also configure dynamic rules to automatically set processing stages like Accepted or Manual Review Required.