- Overview
- Medical Record Summarization

Healthcare Solutions user guide
Deploy a template
Deploy a published template to connect it to a UiPath Orchestrator trigger and begin processing medical records automatically on a configured schedule. Deploying a template creates an active deployment that monitors a storage bucket and generates summaries whenever new documents arrive.
Prerequisites
- The template is in Published status. Draft templates cannot be deployed.
- You have a MRSAdmin local group membership in Automation Cloud.
- A UiPath Orchestrator storage bucket is available and accessible from your tenant.
- A robot runtime (for example, Serverless) is configured in your UiPath Orchestrator tenant.
Steps
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Select Admin in the left navigation sidebar to expand the Admin section.
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Select Deployments.
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Locate the template you want to deploy. Published templates appear in the list with a Ready to deploy status badge.
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Select Deploy on the template row.
The Deployment settings dialog opens.
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Under Document source, select the storage bucket and folder where medical records will be uploaded for processing.
To create a new folder within a bucket, select New folder and enter a name.
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Under Enable schedule, confirm the toggle is turned on if you want the deployment to run automatically on a recurring schedule.
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Select the Frequency of the schedule (for example, Daily).
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Select the Timezone for the schedule.
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Under Repeat every, enter the interval for the schedule.
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Select the time of day at which the automation should run.
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Under Runtime type, select the robot infrastructure that will run the scheduled jobs (for example, Serverless).
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Select Deploy.
Result
The deployment is created with Active status. The automation begins monitoring the configured storage bucket on the configured schedule. When new documents are detected, the back-end automation retrieves them, runs DeepRAG using the deployed template, and routes the generated summaries to the Clinical Review queue.
The new deployment appears in the Deployments list with the source bucket name, trigger type, and processing statistics.
Run a deployment immediately
To trigger a run outside the configured schedule, select … on an active deployment row in the Deployments list and select Run now. This is also a good way to test your deployment is working appropriately.