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            Life Sciences | Summarize Patient Response for Benefits Reverification

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            Life Sciences | Summarize Patient Response for Benefits Reverification

            Analyzes the patient's response for benefit reverification email and summarizes the changes to the benefits verification request, including personal, drug, healthcare provider, pharmacy, and insurance details.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud or Agentforce for Health Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses
            User Permissions Needed  
            To run this action:

            Manage Pharmacy Benefits Verification permission set

            AND

            Access Patient Support Programs as a Program Lead permission set

            AND

            Context Service Runtime permission set

            AND

            Access Patient Support Programs using Einstein permission set

            AND

            Prompt Template User permission set

            AND

            Health Cloud Starter permission set (for Life Sciences Cloud) or Health Cloud Foundation permission set (for Health Cloud)
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizePtntRespForBenReVerf
            Reference Action Type Flow
            Reference Action Summarize Patient Response (SummarizePatientResp)
            Does this action execute one or more prompt templates? Yes
            Required Setup Set Up Agentforce for Pharmacy Benefits Reverification

            Summarize Patient Response for Benefits Reverification and Prompt Template

            This agent action uses the Summarize Patient Response flow, which uses the Summarize Patient Response prompt template of type Objects Summary to generate a summary of patient's updated personal and healthcare details.

            Note
            Note This agent action is also available for Health Cloud.
             
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