Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/AIAutofill.htm

## Using AI Auto-Fill in Patient Intake Forms

Manually processing patient intake forms is a lengthy process prone to errors. End users can use the OCR AI Auto-Fill feature to automatically extract and populate data from intake forms directly into Patient CRM, saving time and reducing error rates.

AI Auto-Fill streamlines new patient intake and can also update existing patient information, for example, insurance and Rx information, if they are enrolling in a new Patient Journey.

**Who can use this feature?**

* End Users – Browser
* [Intake Patients with AI Auto-Fill](#Intaking)
* Users require a Patient CRM License

### Configuring AI Auto-Fill Patient Intake for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Patient CRM](../Config/ConfiguringPatientCRM.htm) 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\_attribute\_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\_attribute\_\_v
   * patient\_journey\_\_v
   * patient\_insurance\_\_v
   * patient\_prescription\_\_v

   Up to 150 fields are supported.
5. Select **Save**.

### Intaking Patients with the AI Auto-Fill as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

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

AI Auto-Fill is available for new patient intake only.

To automatically populate intake fields:

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

   ![](../../../Resources/Images/PatientCRM/AIAutofill.png)
2. The attached document is automatically scanned and any mapped fields are automatically populated.

   * If a field in the Create Patient section is already populated, a confirmation modal displays to Overwrite All with the AI Auto-Fill

   ![](../../../Resources/Images/PatientCRM/AIAutofill1.png)
3. Select a field that displays the AI icon. The corresponding value on the intake form highlights within the fax document.

   ![](../../../Resources/Images/PatientCRM/AIAutofill2.png)
4. Verify that all AI populated fields are correct. Incorrect fields can be manually overridden by the end user.
5. Select **Create Patient**.

### Related Topics

[Using Patient Intake Forms](PatientIntakeForms.htm)

[Viewing Patient Details](ViewPatientDetails.htm)

[Managing Patient Journeys](AdvancingJourneys.htm)