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            Health Engagement

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            Health Engagement

            Use Health Engagement to proactively engage with members across multiple channels like email and SMS and automatically send reminders for care gap closure. Your marketing teams can create and manage outreach campaigns and access prebuilt engagement templates from the Health Engagement app. Patients and members can use the Agentforce-powered self-service to complete quick tasks such as searching for in-network providers and verifying coverage details.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, Agentforce for Health Cloud, and Data Cloud add-on licenses
            • Learn About Health Engagement
              The Health Engagement app offers pre-built solutions that help you educate, engage, and empower members and patients. With Patient and Member Outreach, your healthcare marketing team proactively engages with members and patients by managing multichannel outreach campaigns. By leveraging Agentforce for Patient and Member Self-Service, members can complete self-service tasks and become more involved in their health journey.
            • Enable Health Engagement
              Before your marketing team can use Health Engagement, you must enable the Patient and Member Outreach and Patient and Member Self-Service settings.
            • Patient and Member Outreach
              Healthcare marketing teams use Patient and Member Outreach in the Health Engagement app to create and manage multichannel campaigns. Member engagement is made easier by working with pre-built tools such as outbound engagement templates, flows, and Data 360 components.
            • Agentforce for Patient and Member Self-Service
              Leverage Agentforce to empower members to complete self-service tasks. Agentforce helps members find in-network providers, check their health plan benefits, and access their health history.
            • Use Health Engagement
              As a healthcare marketer, use Health Engagement to create and manage outreach campaigns. The Patient and Member Outreach tools help you proactively engage and communicate with members so that they are more involved in their care journey.
             
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            Salesforce Help | Article