Set Up New Document Mappings

Learning Objectives

After completing this unit, you will be able to:

• Explain how mappings in IDA help healthcare providers.
  
• Create a new mapping.
  
• List the benefits of using IDA.
  

Create New Mappings

Harryette has set up Intelligent Document Automation to process documents, but there’s one more thing she can do to make the automation work better. A patient’s insurance needs to be transferred, and Harryette finds that there are no existing fields to map the transfer insurance form to. And the insurance transfer form is a new document that’s not part of the org.

With Intelligent Document Automation, Harryette can create specific mappings for each such document type to accommodate newer documents. 

Harryette creates a new mapping to accommodate documents related to transfer of insurance.

1. Click , and select Setup.
   
2. In the Quick Find box, search for and select Intelligent Form Reader.
   
3. Click New Mapping.
   
4. In the Mapping Name field, enter Transfer of Insurance.
   
5. In the Form Type field, click the dropdown and select Custom Form.
   
6. In the Target Object, click the dropdown and select Lead.
   
7. Click Continue.
   

This returns Harryette to the Intelligent Form Reader window, where she finds the new mapping listed. This way, you can create custom fields to capture any information that’s not captured by default, and accommodate new documents at any stage of the patient’s journey.

Bring It Together

Intelligent Document Automation makes it easier for Bloomington Caregivers to provide patients the care they need. Harryette and her team can extract information from a received document to create a patient record or enroll the patient in a program, from one easy-to-use interface.

There are many benefits to deploying Intelligent Document Automation beyond saving time and improving communication. It streamlines workflows and provides a uniform experience. And Bloomington Caregivers is always ready to tackle new documents coming its way.

With Intelligent Document Automation, healthcare organizations can manage patient referrals better, improve lead conversion rates, and simplify patient care and engagement.