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            Health | Send Eligibility and Benefit Verification Request

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            Health | Send Eligibility and Benefit Verification Request

            Sends the eligibility and benefit verification request to the external FHIR server.

            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 use this action:

            Use Contact Center AI Assistive Agent

            AND

            Contact Center Agent for Health Cloud permission set

            AND

            Prompt Template User

            AND

            Data Cloud User
            See Common User Access for Standard Agent Actions.
            Note
            Note The agent uses public FHIR APIs to verify patient eligibility and benefits for healthcare providers from any certified EMR such as Epic, Oracle Cerner, and AthenaHealth. Data retrieval has been tested in the publicly available sandbox environments of these EMRs.

            The agent leverages a pre-packaged MuleSoft API to interact with these FHIR endpoints. To enable the integration, provide the EMR-specific FHIR base URLs and credentials outlined on the MuleSoft setup page.

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

            Action Details

            API Name SendEligBnftVerfRequest
            Reference Action Type Standard Action
            Does this action run one or more prompt templates? No
            Required Setup Set Up Agentforce for Provider Contact Center
             
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