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            Create an Agent for Health Engagement Patient and Member Self-Service

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            Create an Agent for Health Engagement Patient and Member Self-Service

            Use the Patient and Member Services template to create an agent that patients and members can use to complete self-servcie tasks. Add specific subagents to the agent to help members search for in-network providers, check their health plan benefits, and access their health history.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud and Agentforce for Health Cloud add-on licenses. Requires each user to have the Agentforce for Health Cloud add-on to access the agent action.
            User Permissions Needed
            To create an agent

            Manage AI Agents

            OR

            Customize Application
            To add Agent topic to Agent:

            Manage AI Agents AND Manage Agentforce Default Agent

            OR

            Customize Application
            1. Create an agent based on the Patient and Member Services template.
            2. In Agentforce Builder, add these subagents from the asset library to the agent.
            3. Activate the agent.
            4. Save your changes.
            • Subagent: Provider Network Search and Queries
              Answers provider network and discovery questions using FHIR-aligned, CMS-compliant APIs to deliver accurate, conversational, and interoperable experiences across portals and contact centers.
            • Subagent: Member Data Queries
              Answers member data questions using PDex FHIR-aligned, CMS-compliant APIs to deliver accurate, conversational, and interoperable experiences across portals.
             
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