HeartLab Agent: PDF Import

PDF Import

The HeartLab Agent can automatically import PDF files from a local directory and create studies containing those PDFs in HeartLab. The details used to create studies are extracted from the PDF filename using a configurable filename template.

Configure Filename Template

Before PDF files can be imported, HeartLab must know how to interpret the PDF filename.

1. Navigate to Settings → Integrations → Agent.
2. Select the desired Agent integration.
3. Open PDF Import.
4. Select Edit Filename Template.

The filename template defines how values are extracted from PDF filenames. To configure the filename template:

1. Drag and drop components into the required order.
2. Select the delimiter used between components.
3. Save the template.

Configure PDF Import

Within the HeartLab Agent:

1. Navigate to the PDF Import tab.
2. Enable PDF Import.
3. Select the folder to monitor.
4. Save the configuration.

The HeartLab Agent will scan the configured folder every five seconds looking for PDF files.

Importing PDFs

Place PDF files into the configured import folder.

If a PDF filename matches the configured filename template:

• The PDF is uploaded to HeartLab.
• Configured patient and study details are extracted from the filename.
• A corresponding study is created in HeartLab containing the PDF.

Troubleshooting

If PDF files are not being imported:

• Check that the Agent version is 2.2.0 or later.
• Confirm PDF Import is enabled.
• Check that the monitored folder path is correct.
• Confirm PDF filenames match the configured filename template.
• Review Agent logs for additional details.

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