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            Subagent: Patient Home Healthcare Management on Voice Call

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            Subagent: Patient Home Healthcare Management on Voice Call

            The Patient Home Healthcare Management on Voice Call subagent identifies the patient account from a voice call record and drafts a comprehensive summary of the patient’s medical information and healthcare history for home healthcare. The subagent extracts home visit requirements, including quotes and benefit information, from voice call transcripts and provides recommendations based on Salesforce knowledge articles.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health, Salesforce Voice, and Agentforce for Health Cloud add-on licenses. Requires each user to have the Agentforce for Health Cloud add-on to access the agent action.

            Subagent Details

            API Name PatientHomeHlthcrMgmtVoiceCall
            Included Agent Actions

            Identify Record by Name

            *Answer Questions with Knowledge

            *Extract Patient Home Visit Requirements

            Query Records

            Get Record Details

            *Summarize Patient Home Healthcare Details

            *This action executes one or more prompt templates.

            Examples of Utterances Classified to This Subagent

            • "Summarize the home healthcare details for the patient associated with this voice call"
            • "Get home healthcare recommendations for the patient associated with this voice call"
            • "Get patient quote and benefit requirements for this voice call"
             
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            Salesforce Help | Article