Retrieves clinical information for a specific claim from an external zero copy system
based on the claim ID. Returns diagnosis records, supporting information, patient health
conditions, and medical procedures.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Health add-on or included in
Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health
add-on to access the action.
User Permissions Needed
To use this action:
Use Contact Center AI Assistive Agent
AND
Contact Center Agent for Health Cloud
permission set
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