Agentforce for Home Health

Harness the power of Agentforce to optimize home healthcare operations and enhance patient health outcomes. Prioritize patient-centric care with the AI-powered summarization of patient information and personalized, real-time recommendations for healthcare services. Elevate operational effectiveness and promote accurate financial management by leveraging Agentforce to analyze patient voice call transcripts, extract home visit requirements, and generate patient coverage benefits and quotes.

• Get Your Home Health Org Ready to Use Agentforce
  Before you get started with Agentforce for Home Health, enable and set up Einstein generative AI, Einstein for Health Cloud, and Agentforce.
• Create an Agent for Home Health
  Help your care coordinators use Agentforce for home healthcare by creating an agent based on the Agentforce Employee Agent template. Add the Home Health specific subagents from the asset library to the agent. Apply contextual filters to ensure that the agent uses the right subagent on the Account and Voice Call record pages.
• Set Up a Data Library for Home Health
  Create a data library with information on home healthcare services and assign the library to your agent. A data library is a trusted data source that personalizes answers and improves your agent’s response accuracy. Agentforce uses the data library as the source and provides patient-centric, real-time recommendations for home healthcare services to care coordinators.
• Create a Permission Set for Home Health Agent
  Create a permission set and add permissions for using the agent that you created for Home Health. Assign this permission set to the care coordinators to help them use the agent for home healthcare services.
• Set Up Salesforce Voice for Home Health
  Salesforce Voice (formerly Service Cloud Voice) leverages the power of Amazon Connect telephony to give care coordinators a seamless service experience interacting with patients. Turn on Salesforce Voice and configure a contact center to enable care coordinators to receive voice calls from patients.
• Customize the Voice Call Record Page Layout
  Improve the user experience of your care coordinators by updating the template of the Voice Call record page to Header and Left Sidebar. This customization shows the voice call transcript on the left panel and helps your care coordinators to easily view the transcript while interacting with an agent in the Agentforce panel on the right.
• Use Agentforce for Home Health
  Revolutionize and automate your workflow for home healthcare operations with Agentforce. Promote a transformative journey towards improved patient care and elevated efficiency with AI-driven insights and personalized service suggestions. Facilitate precise financial management by leveraging Agentforce to analyze patient voice call transcripts, extract home visit requirements, and generate patient coverage benefits and quotes.