Gain valuable insights into individual patient performance and engagement through a
comprehensive summary view. Patient Program Outcome Management uses Einstein generative AI
capabilities to generate patient outcome summary for defined outcomes over a specific period.
This summary plays a key role in identifying the patient drop-off risks and helps reps take the
steps to improve patient engagement and adherence.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud, and Einstein GPT Platform and Einstein GPT Prompt Builder
Add-On licenses
User Permissions Needed
To generate a patient outcome summary for program leads:
Context Service Admin permission set
AND
Context Service Runtime
permission set
AND
Prompt Template Manager permission
set
AND
Prompt Template User permission set
AND
Access Patient
Support Programs as a Program Lead permission set
AND
Patient Program Outcome Management permission set
To generate a patient outcome summary for patient services reps:
Context Service Admin permission set
AND
Context Service Runtime
permission set
AND
Prompt Template Manager permission
set
AND
Prompt Template User permission set
AND
Access Patient
Support Programs as a Case Agent permission set
AND
Patient Program Outcome Management permission set
The summary is divided into three sections. The first section highlights the patient’s
performance against the defined outcomes and time period. The second section outlines what is
going well, while the third section identifies areas that need improvement along with
recommended next best actions. This summary can be easily copied with a single click.
Important If you wish to customize the Generate Patient Summary flow as per your
business needs, you must implement the TransposeContext
interface.
You can easily generate the patient outcome summary for any care program enrollee with just
the click of one button. Here are the steps to generate a patient outcome summary.
From the App Launcher, find and select Care Program Enrollee.
Click any care program enrollee.
Click Generate Patient Summary.
The Generate Patient Summary screen flow is launched.
To proceed, click Got It.
Select the outcomes for which you want to generate the summary. Select
All, or any individual outcomes, and click
Next.
Select the time period for which you want to generate the summary, and click
Next.
The patient outcome summary is generated.
Here’s a sample patient outcome
summary.
To copy the patient outcome summary, click Copy. You can share this
summary with the patient, healthcare provider, or practitioner.
Warning This tool uses generative AI, which can produce inaccurate or harmful
responses. Before using, review the output for accuracy and safety. You assume responsibility
for how the outcomes of Einstein are applied to your organization.
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