Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

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.