Intelligent Document Automation and Document Reader for inbound forms
Key Takeaway
Each inbound form becomes a Received Document record, and queues and record-triggered flows move it through the workflow. A flow that moves documents after text extraction should trigger when OcrStatus changes to Success and include a "Run Asynchronously" path.
Intelligent Document Automation is a set of Agentforce Health capabilities for handling inbound patient and member forms, such as faxed referrals and emailed enrollment forms, in one HIPAA-compliant workspace from intake through processing. About 75 percent of medical communication arrives by fax. Someone usually has to copy that information into the right place by hand. With Intelligent Document Automation, staff no longer retype data from faxes and PDFs. Documents are routed automatically to the right queue. Optical character recognition (OCR) pulls data from the forms into Salesforce records.
How the features and licenses differ
Three names come up together in this area, and each has its own license terms.
| What it does | License | |
|---|---|---|
| Intelligent Document Automation | Handles inbound patient and member forms | Built into Agentforce Health at no extra cost |
| Intelligent Document Reader | Uses OCR with Amazon Textract through your own AWS account | Add-on license that customers buy through Amazon for document routing and text extraction |
| Intelligent Form Reader | Provides OCR for data extraction | Requires the org to have an Amazon Textract license |
Intelligent Document Automation is available in Lightning Experience on Enterprise and Unlimited Editions.
Keep Intelligent Form Reader and Intelligent Document Reader separate. To use Intelligent Form Reader features with your own AWS account, use Intelligent Document Reader instead. Updating AWS credentials requires the IntelligentDocumentReaderAddOn license to be enabled, along with the Intelligent Document workspace.