Agentforce for Provider Matching

Turn on the generative AI features required for AI agents in your org. Then, based on the Patient and Member Services template, select the Provider Matching subagent to include the Find Providers and Find Provider Info actions in the agent. You must also assign the Provider Matching Access for AI Autonomous Agents (ASA) permission set to the Einstein Agent User created during setup. Finally, integrate the activated agent with your patient portal.

You can also add the Provider Matching subagents and actions to an Agentforce Employee Agent. Any internal user who wants to use it must have the Provider Matching Access for AI Assistive Agents (AEA) permission set.

• Turn On Generative AI Features for Health Cloud
  Turn on the generative AI features required for AI agents in your org.
• Create an Agent for Provider Matching
  Help your patients and members use Agentforce for finding care providers by creating an agent based on the Patient and Member Services template. Add the Provider Matching subagent to the agent. Provider Matching helps users find care providers or facilities based on preferences such as provider location, specialty, and gender.
• Assign Permission Sets to the Einstein Agent User
  Assign the required permissions to the user record that was created when you set up the Provider Matching agent.
• Integrate Patient Services Agent with Digital Channels
  Complete steps to enable your Provider Matching AI agent to have conversations with authenticated and guest users on your Experience Cloud site.