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            Retrieve and Review Claim Details

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            3. Health

            Retrieve and Review Claim Details

            Resolve claim queries faster by quickly gathering and viewing claim details and summaries with Agentforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud and Agentforce Employee Agent add-on licenses
            User Permissions Needed
            To retrieve and view claim details:

            Manage Contact Center for Health Cloud

            AND

            Use Contact Center AI Assistant Agent

            AND

            Data Cloud User

            AND

            Health Cloud Foundation
            Note
            Note The user interface of this product is available in English only and may not be fully supported in other languages.
            1. Open the Agentforce panel and select the agent for Contact Center if it isn't selected by default.
            2. To get claims data, type a message in the chat asking the agent to retrieve the data for a specific claim or member. Include the claim or member ID in your request. You can also include specific details such as the date of service, provider details, and service details.
             
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