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Set Up Ambient Listening for Assessments

Set Up Ambient Listening for Assessments

Boost operational efficiency and eliminate manual data entry bottlenecks by configuring ambient listening for your field team. Activate Agentforce and assign the required permissions to your clinicians so they can automatically transform real-time patient conversations into auto-populated assessment fields within the Salesforce Field Service app. Promote strict data compliance using a secure architecture that never stores the temporary audio transcripts.

Required Editions

Available in: Enterprise and Unlimited Editions with the Health Cloud, Home Health, and Agentforce for Health Cloud add-on licenses, and the Field Service mobile app
User Permissions Needed
To set up assessments: Health Cloud Foundation permission set

Before you set up ambient listening, make sure you complete the general configuration and assessment setup for Home Health.

  1. From Setup, in the Quick Find box, enter Health Cloud, and then select Health Cloud.
  2. Turn on Einstein for Health Cloud.
  3. Set Up Einstein Generative AI.
  4. Enable Agentforce.
  5. Assign these permissions to your clinicians in addition to the ones required for general assessment management.
 
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