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Agentforce and Einstein Generative AI
Health | Register a Patient in EMR

Health | Register a Patient in EMR

Registers a patient in the Electronic Medical Record (EMR) System.

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

AND

Prompt Template User

AND

Data Cloud User

See Common User Access for Standard Agent Actions.
Note
Note The agent uses public FHIR APIs to retrieve patient data in real time, including demographic data, clinical information such as prescriptions, lab results, health conditions, procedures, referrals, and care plans, and administrative data such as visit encounters and coverage from any certified EMR such as Epic, Oracle Cerner, and AthenaHealth. Data retrieval has been tested in the publicly available sandbox environments of these EMRs.

The agent leverages a pre-packaged MuleSoft API to interact with these FHIR endpoints. To enable the integration, provide the EMR-specific FHIR base URLs and credentials outlined on the MuleSoft setup page.

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

Action Details

API Name RegisterAPatientInEmr
Reference Action Type Prompt Template
Reference Action Generate FHIR Payload (GenerateFhirPayload)
Does this action run one or more prompt templates? Yes
Required Setup Set Up Agentforce for Provider Contact Center

Register a Patient in EMR and Prompt Templates

This action uses the Generate FHIR Payload prompt template to generate the request payload in JSON format to process the user's request.

 
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