Create a Patient Assessment Email with Einstein

As a care coordinator or healthcare provider, improve patient engagement and healthcare outcomes by sending timely and personalized health-related communications to patients. Use the built-in Draft Patient Assessment Email prompt template that’s available on the patient account record page to create a rich-text email message that lists a patient's pending assessments. The email also includes the potential benefits of completing the assessments on time. This AI-generated solution sifts through vast medical content in a short time and presents the assessment information in a concise and consistent format for your patients.

Required Editions

Available in: Enterprise and Unlimited Editions with Health Cloud and Einstein for Service or Einstein for Sales add-on license

Available in: Health Cloud Einstein 1 Edition

User Permissions Needed
To create a patient assessment email:	Health Cloud Foundation permission set AND Einstein for Service Innovations permission set AND Manage Health Cloud user permission

Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before using the generated summary, review the output for accuracy and safety. You assume responsibility for the output when creating the summary.

1. Go to the patient’s person account record page.
2. In the Einstein Summary section, click Got It.
   

   Note You see the Got It button only the first time you access the Einstein Summary section.
3. Select Draft Patient Assessment Email and click Generate.
   Einstein analyzes your request and creates an email that lists all of a patient's open assessments along with the potential benefits of completing them on time.

   Einstein creates the patient assessment email based on the source information available in the patient records. If the relevant source information isn’t available, Einstein skips such details when generating the content.

Use the Copy button to copy the generated email, customize it as per your needs, and then send it to the patient for their perusal.

See Also

• Salesforce Help: Einstein Generative AI
• Salesforce Help: Set Up Einstein Embedded AI for Health Cloud
• Salesforce Help: Einstein Summary