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            Health | Summarize Patient Healthcare Details

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            Health | Summarize Patient Healthcare Details

            Creates a rich-text summary of a patient’s healthcare details based on the patient name. The summary includes patient information such as opportunities, clinical service requests, and member plans.

            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 patient healthcare summaries:

            Care Plans Access

            AND

            Context Service Runtime

            AND

            Data Cloud User

            AND

            Health Cloud Foundation

            AND

            Health Assistive Agent

            AND

            Prompt Template User
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizePatientHlthcrDetails
            Reference Action Type Prompt Template
            Reference Action SummarizePatientHealthcareDetails
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Patient Healthcare

            Summarize Patient Healthcare Details and Prompt Templates

            This agent action calls the Summarize Patient Healthcare Details prompt template for creating a summary of patient healthcare information. The prompt template uses the PatientHistory context definition to get the data for patient history and uses the Get Patient Health Information flow to get data for patient healthcare summary.

            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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