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            Health | Extract Patient Home Visit Requirements

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            Health | Extract Patient Home Visit Requirements

            Gets the transcript of the patient's voice call with the home health agency and extracts details about home visit requirements, benefits, and quotes. Drafts a rich-text summary of the patient's home healthcare requirements and creates a JSON response with the patient’s quote and benefit information.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action.
            User Permissions Needed
            To execute actions for Home Health:

            Context Service Runtime

            AND

            Data Cloud User

            AND

            Health Cloud Foundation

            AND

            Home Health Assistive Agent

            AND

            Home Health Quote

            AND

            Prompt Template User

            AND

            Service Cloud User

            AND

            Salesforce Voice
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name ExtractPatientHomeVisitRqmt
            Reference Action Type Prompt Template
            Reference Action ExtractPatientHomeVisitRqmt
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Home Health

            Extract Patient Home Visit Requirements and Prompt Templates

            This agent action calls the Extract Patient Home Visit Requirements prompt template for extracting the patient’s home visit requirement details such as benefits and quotes from a voice call transcript. The prompt template drafts a summary of the home visit requirements and creates a JSON response with the patient’s quote and benefit information. The prompt template uses the Get Transcript for Conversation invocable action to get the transcript for the voice call and uses the Get Home Healthcare Quote and Benefit Details flow to get data on the quotes and benefits.

            Guidelines and Considerations

            The user interface of this product is available in English only and may not be fully supported in other languages.

             
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