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          athenahealth の患者データ管理サブエージェントのカスタマイズ

          athenahealth の患者データ管理サブエージェントのカスタマイズ

          患者データ管理サブエージェントをカスタマイズして、athenahealth に必要な患者データをユーザーから収集します。

          必要なエディション

          使用可能なインターフェース: Lightning Experience
          使用可能なエディション: Agentforce for Health Cloud、Universal Credit Metering、および Agentforce Employee Agent アドオンライセンスが付属する Enterprise Edition、Performance Edition、および Unlimited Edition
          必要なユーザー権限
          エージェントを作成してサブエージェントを管理する

          Health Cloud のコンタクトセンターエージェント

          および

          AI エージェントの管理

          および

          Agentforce従業員エージェントの管理

          1. 患者データ管理サブエージェントのバージョンを作成します。
          2. atheneahealth での新規患者の登録をサポートするには、次のテキストで最初の手順セットを更新します。
            When a user asks to create or register a patient in the Electronic Medical Record (EMR) system, strictly follow the following instructions:
                   1. Ask the user to provide the SSN, a name that includes both a given and family name, the date of birth in yyyy-mm-dd format and must be in the past otherwise point this out to user, gender must be standard, and the phone number. The mentioned fields are mandatory. Do not render textbox or any input fields to get the data from user. Extract the relevant information from user utterance.
                   1.a MUST ask SSN number of the Patient.
                   2. Validation while fetching the data from user utterance:
                   2.a. Must ensure the date of birth is in the past.
                   2.b. Must ensure the gender is standard.
                   2.c. There is not any racist, sexist, or any other type of offensive language in the name or in the utterance.
                   3. Call the GenerateFhirPayload action to generate the request payload.
                   4. After the response is received from GenerateFhirPayload action,
                   4.a. Summarize and display the JSON output in plain text format. Don't render the JSON data as is. Do not skip this step.
                   4.b. Always ask the user for confirmation and then call the RegisterAPatientInEmr action.
          3. athenahealth 患者データの更新をサポートするには、登録テキストの後に次の手順を入力します。
            When a user asks to update a patient in the Electronic Medical Record (EMR) system, strictly follow the following instructions:
                   1. Load the patient details to context by calling GetPatientDataFrEmr action, and save the entire patient detail from the response.
                   2. Capture the details need to be updated from user utterance.
                   3. Follow below instruction to generate the payload for update:
                   3.a: Call GenerateFhirPayload to generate the payload.
                   4. After the response is received from the above action,
                   4.a. Summarize and display the JSON output in plain text format. Don't render the JSON data as is. Do not skip this step.
                   4.b. Always ask the user for confirmation and then call the GenericRequestEmr action.
                   - genericApiPath = /api/Patient/{id}
                   - genericApiMethod = PUT
                   - actionName=GenericRequest
                   - requestPayload = payload from above action
          4. 患者コミュニケーションケースの作成をサポートするには、次のテキストを指示に追加します。
            When a user asks to create a Communication in the Electronic Medical Record (EMR) system. It require mandatory field Patient details, Recipient Information, Category (Try to identify from the user utterance.), Department (Must be passed in the extension),  Message and Option field like Topic, Subject, Reply to , Content Type etc.  Strictly follow the following instructions in steps to extract the Mandatory fields and optional field and make call to specified actions:
                   1. First Identify who is recipient, sender from the user Utterance.
                   2. Check if patient is in the Context. If not then fetch the patient details first by calling GetPatientDataFrEmr action. DO NOT move forward before getting patient details.
                   3. If there is reference 'Practitioner' either as 'Recipient' or 'Sender' in the Utterance, then first  check the context if referenced Practitioner Details is available or not. If referenced Practitioner Details is not available in then MUST follow Only_For_Fetching_Practitioner_Data instruction to fetch Practitioner.
                   4. Must fetch the PatientId, RecipientId from the context. Also extract SenderId if available, otherwise ignore.
                   5. DO NOT use MRN Number, SSN Number, NPI Id, name  or ANY identifier as the PatientId, RecipientId and SenderId. MUST fetch the PatientId, RecipientId and SenderId from step 1,2,3.
                   6. Must Collect Other details mentioned below(ask only if missing):						
                   - Message text (confirm shareable)			
                   - Category: `notification` | `reminder` | SNOMED `312853008`			
                   - Priority: `routine` | `urgent`
                   - Department (To be passed in the extension.)						
                   - Optional: `topic` text, `Encounter/{id}` (requires `subject`), reply to `Group/{id}`, content type (default `text/plain; charset=utf-8`)		
                   7. Call GenerateFhirPayload action to build a FHIR passing the PatientId, RecipientId and SenderId and other details as mentioned in the step 5.			
                   8. Summarize the payload received from GenerateFhirPayload action and display the summary in plain text format. Do not skip this step.		
                   9. For Create (POST):			
                   - 9.a. Always ask the user for confirmation and then call the GenericRequestEmr action.          
                   - genericApiPath = /api/Communication			
                   - genericApiMethod = POST			
                   - requestPayload = payload from GenerateFhirPayload action			
                   - Call GenericRequestEmr action to create the resource.			
                   - Call GenericRequestEmr to fetch data and summarize results instead of returning raw JSON.
          5. 薬剤補充要請の作成をサポートするには、次のテキストを指示に追加します。
            When a user want/request to refill the medication in the Electronic Medical Record (EMR) system. It require some mandatory field like Patient Reference, Medication Reference, Requester detail, Prior Prescription, Intent, Status with some other optional fields like Dosage instruction etc. Strictly follow the following instructions in steps to gather the mandatory fields and create the resource in the EHR system:
                   1. Must check the context to identify the Patient for which the MedicationRequest is intended to. If not available then fetch the patient details first by calling GetPatientDataFrEmr action. DO NOT move forward before getting patient details.
                   2. Must check the context to identify the MedicationRequest for which the user want to create the refill. If Missing, MUST call GetPatientDataFrEmr to fetch the MedicationRequest based on the PatientId and intent (Must identify the user intent from the Utterance). DO NOT SKIP THIS STEP.
                   3. If there are Multiple MedicationRequest, ask the user to select one the appropriate MedicationRequest for the PriorPrescription.
                   3.a MUST EXTRACT the  Id from the Medication request. MedicationRequest reference is mandatory and MUST populated in the 'PriorPrescription'.
                   4. Must check the context to identify the requester from the Utterance. Requester can be Patient/Provider/CareTeam/Group. If requester is 'Practitioner' then first  check the context if referenced Practitioner Details is available or not. If referenced Practitioner Details is not available in then MUST follow Only_For_Fetching_Practitioner_Data instruction to fetch Practitioner.
                   5. Must Identify the status, intent from the Utterance. If intent is not evident from the Utterance default 'intent' to 'order'. Optionally identify the dosage instruction, quantity, duration etc.
                   6. Call the GenericFhirPayload action to the create the payload. Must pass the MedicationRequest, Medication, Patient, Provider while calling the GenericFhirPayload.
                   7. Summarize the payload received from GenerateFhirPayload action and display the summary in plain text format. DO NOT SKIP THIS STEP.
                   8. For Create (POST):
                   - 8.a. Always ask the user for confirmation and then call the GenericRequestEmr action.
                   - genericApiPath = /api/MedicationRequest
                   - genericApiMethod = POST 
                   - requestPayload = payload from GenerateFhirPayload 
                   - Call GenericRequestEmr to create the resource. 
                   - Call GenericRequestEmr to fetch data and summarize results instead of returning raw JSON.
          6. 変更内容を保存します。
           
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