Mass Property Extraction from a Medical Form
Upload multi-page medical forms, and CloudFiles AI will extract patient demographics, diagnosis codes, prescriptions, and test results — directly into Salesforce — at scale, with 99% accuracy.
Loved and trusted by leading companies
Every Minute on Data Entry is Time Lost in Care
Manual transcription slows down healthcare teams, increases errors, and frustrates patients waiting for timely treatment.
60%
of care time trapped in Manual Forms
3x higher
error rate in manual data entry
5+ days
avg. turnaround for batch processing
We’ve Fixed It for You
1. Upload & Relax
2. Targeted Extraction
3. Instant CRM Sync
Your Automation, One Flow Away...
With CloudFiles Document AI + Salesforce Flow, every file upload becomes a trigger for instant intelligence.
See How It Works — Step by Step
From upload to verified CRM data in seconds — here’s exactly how our mass data extraction flow works.
Step 1. Upload & Trigger AI
Upload medical intake forms, lab reports, or prescriptions into Salesforce or storage. The flow detects new files and routes them to AI.
- Works with PDFs, scans, or images.
- Handles multi-page and multi-patient files.
- Supports uploads from Salesforce record pages.
Step 2. Extract the Right Data
CloudFiles AI runs multiple Natural Language Queries to extract patient demographics, ICD/CPT codes, medications, or test results — all in one pass.
- Combine multiple queries for complete coverage.
- Use scoped extraction for complex multi-page forms.
- Convert extracted values into standardized medical formats.
Step 3. Sync Data Back to Salesforce
The results are mapped automatically into Salesforce Health Cloud or custom fields for EMR systems.
- Automate mapping with Document Mapper for bulk fields.
- Trigger follow-ups like alerts for abnormal values.
- Ensure compliant, accurate, and instantly accessible data.
Implementation Guide
This guide walks you through everything you need to set up your automation flow — from file upload triggers to AI-powered data extraction and Salesforce record updates. Follow the step-by-step instructions at your own pace, and if you’d like extra support, you can always book a demo with our document experts to get hands-on help.
The Triple Advantage
Get Speed, Precision andCompliance
80% Faster Processing
Turn medical paperwork from days to hours.
99% Accuracy
Extract critical fields reliably from even scanned forms.
100% HIPAA-Ready
Keep medical records secure, auditable, and compliant.
CloudFiles: Built to Do What Others Can’t
Manual entry is slow. Other tools fall short. CloudFiles gives you the smarter way to manage documents.
Beyond This Use Case
If CloudFiles can extract hundreds of medical properties this easily… imagine what else you can do.
Frequently Asked Questions
Everything you need to know before you start automating medical form extractions.
What types of medical forms are supported?
We support intake forms, lab reports, prescriptions, diagnostic summaries, and more — in PDF, scanned, or image format.
Can CloudFiles handle multi-page or bulk uploads?
Yes. CloudFiles is built for bulk — it can process hundreds of forms in one run, even when pages belong to different patients.
Is the extraction HIPAA-compliant?
Yes. CloudFiles follows HIPAA, SOC 2, and ISO 27001 standards to ensure protected health information (PHI) remains secure.
Do I need templates for every form type?
No. Our AI understands form context without rigid templates. Just upload, query, and sync results.
Your Patients Won’t Wait.
Book a 15-min live demo and see how CloudFiles transforms medical data entry into instant, accurate automation.
Book a Demo
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