View Patient Healthcare Summary and Service Recommendations
Unify your patient information into a single, actionable view with Agentforce for
healthcare. Use AI agents to analyze and condense complete patient information into a rich
summary and receive personalized care recommendations. Unlock superior efficiency and a higher
standard of patient care by reducing tedious manual reviews of patient profiles.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
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.
User Permissions
Needed
To view the summary and recommendations:
Care Plans Access
AND
Context Service Runtime
AND
Data Cloud User
AND
Health Cloud Foundation
AND
Health Assistive Agent
AND
Prompt Template User
AND
Custom permission set created by your Salesforce admin to access the agent for
patient healthcare
Note The user interface of this product is available in English only and may not be
fully supported in other languages.
Equip your healthcare professionals with an
informative summary of patient data stored in these objects and help them to make faster,
more insightful clinical decisions.
Account
Health Conditions
Clinical Encounters
Medication Requests
Patient Medical Procedures
Care Observations
Allergy Intolerances
Patient Immunizations
Care Plans
Goal Assignments
Care Gaps
Opportunities
Clinical Service Requests
Member Plans
Coverage Benefits
Go to any page in the org such as the patient's record page or service appointment list
page.
Open the Agentforce panel and select the agent for patient healthcare if it isn't
selected by default.
Enter an utterance for summarizing patient details. For example, enter
Summarize healthcare details of patient Charles Green. If the
Agentforce panel shows quick actions for patient summaries, you can directly select the
action.
Agentforce analyzes your request and summarizes the patient details. You see
patient medical information such as present health issues, medical history, allergies,
vaccination, and care assessment and patient healthcare information such as opportunities,
clinical service requests, and member plans.
Note By default, you see the patient summary
for the past six months. To see data for a particular time period within six months,
provide specific instructions to the agent.
Click Get Healthcare Recommendations.
Agentforce shows a list of recommended healthcare services for the patient based
on the patient's medical information and the data library that's set up by your Salesforce
admin.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
