To configure this feature:

1. Ensure Configuring Patient CRM is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   channel_assignment__v	RE	fax__v	intake_form_mapping__v	Edit
   account__v	R	n/a	All mapped fields	Read
   patient_attributes__v	R	n/a	All mapped fields	Read
   patient_journey__v	R	n/a	All mapped fields	Read
   patient_insurance__v	R	n/a	All mapped fields	Read
   patient_prescription__v	R	n/a	All mapped fields	Read

Configuring Field Mappings for the AI Auto-Fill

Fields in Patient CRM must be mapped to text on patient intake forms for the AI Auto-Fill to correctly populate fields:

1. Navigate to Business Admin > Objects > channel_assignment__v.
2. Select + Create.
3. Select fax__v for the object type, then select Continue.

4. Populate the intake_form_mapping__v field with the list of text from the form corresponding to fields in Vault CRM. Use the following format:

   object_name__v.field_name__v:"text on form";;object_name__v.field_name__v:"text on form"

   Where “text on form” represents the text on the patient intake form to map to the field.

   All Veeva-provided or custom fields from the following objects are supported:

   • account__v
   • patient_attributes__v
   • patient_journey__v
   • patient_insurance__v
   • patient_prescription__v

   Up to 150 fields are supported.

5. Select Save.

End users can use an AI Auto-Fill during the Patient Intake process to automatically populate fields from an uploaded fax document.

To automatically populate intake fields:

1. Navigate to one of the following sections of the appropriate Patient Intake record with an associated fax document.

   

2. Select the AI Auto-Fill action. The attached document is automatically scanned and any mapped fields are automatically populated.

   

3. Select a field that displays the AI icon. The corresponding value on the intake form highlights within the fax document.

   

4. Verify that all AI populated fields are correct. Incorrect fields can be manually overridden by the end user.
5. Select Create Patient.