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Agentforce and Einstein Generative AI
Health | Generate Home Healthcare Post-Visit Summary

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Health | Generate Home Healthcare Post-Visit Summary

Creates a post-visit summary of a patient's home healthcare visit based on the associated work order. The summary includes post-visit details, previous visit conclusions, and comprehensive 360° patient data, such as care activities, observations, vitals, medications, and conditions. The summary also covers follow-up actions captured as work steps and tasks in the work order and the patient's clinical history.

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 run actions for Home Health:

Context Service Runtime

AND

Health Cloud Foundation

AND

Prompt Template User

AND

Einstein Field Service User
See Common User Access for Standard Agent Actions.

Action Details

API Name GeneratePostVisitSummary
Reference Action Type Prompt Template
Reference Action GeneratePostVisitSummary
Does this action execute one or more prompt templates? Yes
Required Setup Agentforce for Home Health

Generate Home Healthcare Post-Visit Summary and Prompt Templates

This agent action calls the Generate Home Healthcare Post-Visit Summary prompt template and uses details from the work order, patient information, agent conversation, and any additional instructions to create a comprehensive post-visit summary.

The action structures the summary by using three distinct data sources:

  • Primary Source: Key data such as work order, work steps, and tasks to establish exactly what the care resource performed during the visit.
  • Secondary Source: Agentforce conversation transcript to extract real-time clinical observations, verbal patient education, and patient responses.
  • Context Source: Patient history data to add clinical background and outline follow-up actions.

Guidelines and Considerations

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

 
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