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            Health | Summarize Patient Home Healthcare Details

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            Health | Summarize Patient Home Healthcare Details

            Creates a rich-text summary of a patient’s home 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 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

            Service Cloud Voice
            See Common User Access for Standard Agent Actions.

            Action Details

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

            Summarize Patient Home Healthcare Details and Prompt Templates

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