Summarize Disease Surveillance Cases and Investigations

Leverage Agentforce to get clear, structured summaries taken from assessments, investigations, and outbreak data without switching between multiple screens. Improve reporting, decision making, and response times with focused, ready to use overviews. Agentforce analyzes complex case data into disease investigation summaries with patient details, symptoms, exposure sources, inspection findings, and public health case summaries combining investigations, lab results, hospitalization records, and interventions into one comprehensive case view.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Agentforce for Health Cloud, Universal Credit Metering, and Agentforce Employee Agent add-on licenses.

User Permissions Needed
To classify public health cases:	Disease Surveillance AND Use Disease Surveillance AI Assistive Agent AND Data Cloud User AND Health Cloud Foundation AND Prompt Template User AND Context Service Runtime

Note The user interface of this product is available in English only and may not be fully supported in other languages.

1. From the App Launcher, find and select Disease Surveillance. On the Case tab, select the case record you want a summary for.
2. Open the Agentforce panel and select the agent for Public Health if it isn't selected by default.
3. Click Summarize Public Health Case. If you're not on the case record page, the agent might ask you to provide the case number or case id.
   Agentforce analyzes the case information and creates a summary. You see the case overview including investigations, lab results, risk assessments, symptom onset, hospitalization status, and any interventions.
4. To get an investigation summary, select the Disease Investigation tab, and then select the investigation id.
5. From the Agentforce panel, click Summarize Disease Investigation . If you're not on the investigation record page, the agent might ask you to provide the investigation name or id.
   Agentforce analyzes the investigation data and creates a summary. The investigation summary includes reported symptoms and onset date, possible exposure sources such as travel history and recent contacts, and relevant inspection findings and other investigative details.