Extend Agentforce Health

In addition to the solution-oriented features you get with Agentforce Health (formerly Health Cloud), you can also design and implement your own solutions to meet the business needs of your organization. Here’s a set of Salesforce features that you can use to extend your Agentforce Health implementation.

Note Health Cloud is now Agentforce Health. You may see references to Health Cloud in Salesforce applications and documentation.

• Action Plans
  An action plan defines the tasks and other items needed to complete a business process, such as handling a patient intake or scheduling a visit. You can create action plans for various objects, including account, campaign, case, contact, contract, lead, and opportunity records, and custom objects.
• Actionable Relationship Center in Health Cloud
  Explore multiple layers of a patient’s connections with other people, providers, and caregivers by using the Actionable Relationship Center (ARC). Set up the ARC so that your users can start using pre-configured healthcare ARC graphs on record pages. Additionally, support account hierarchy management and define the starting point of the graph as an anchor node to help users visualize its parent entities.
• Advanced Patient Card
  The Advanced Patient Card uses Flexcards from Omnistudio to deliver greater flexibility and ease of use. To show the card on patient accounts, add the HealthCloudPtCardPatientCard FlexCard component to your Account Layout page.
• Assessments and Surveys
  Improve quality of care by gathering information that helps you manage your patients’ or members’ health more efficiently. Whether it’s an industry standard screener or a member feedback survey, you have the information you need.
• Campaigns
  Using campaigns in Health Cloud is an effective way to help patients and members stay engaged with their care team and stick with their care plans. From health education to appointment reminders, you can improve patient participation throughout a connected experience.
• CRM Analytics and Artificial Intelligence
  Create apps by using predefined templates to get predictions about the likelihood of prior authorization requests breaching service-level agreements (SLA), and recommendations about services that are likely to be received and requested by healthcare payers and providers.
• Data 360 for Health Cloud
  Data 360 for Health Cloud connects and integrates healthcare data across Salesforce and other external systems. It offers prebuilt and customizable solutions that provide a unified view of data sourced from different channels, giving you a holistic and comprehensive view of patients.
• Document Generation in Health Cloud
  With Document Generation, you can generate intake forms, contracts, reports, non-disclosure agreements, and more.
• Electronic Signatures in Health Cloud
  Reduce turnaround time by managing electronic signatures in Health Cloud using Digital Verifications. Set up signature trails for records or workflows that require users to verify key updates.
• View Events Using Enhanced Timeline in Health Cloud
  The Enhanced Timeline component shows key events relating to a person or a resource in one place, so your users can see information from a single source of truth.
• External File Storage with Amazon S3 for Health Cloud
  Connect Amazon Simple Storage Service (S3) to Salesforce to manage high-volume files without leaving the Salesforce platform. Healthcare organizations can access, search, stream, and attach files directly within Health Cloud to meet strict compliance and storage requirements.
• Experience Cloud Sites for Health Cloud
  The private Experience Cloud site is the heart of collaborative patient care in Health Cloud. Experience sites give care coordinators, physicians, patients, and caregivers an easy way to interact with each other whenever and wherever they are. You can set up a private site for your patients or members using Experience Builder with the Customer Service template.
• Flow for Health Cloud
  Flow for Health Cloud expands the existing Salesforce Flow suite with additional features built for complex industry workflows. In addition to Flow and MuleSoft, Flow for Health Cloud includes Omnistudio, Business Rules Engine, Document Generation and Intelligent Form Reader, and Data Processing Engine. Flow for Health Cloud consists of a unique portfolio of automation solutions, all built around your customer.
• Field Service in Health Cloud
  Field Service enables care team members to carry Health Cloud with them. Users can complete tasks and interactively update records while they deliver services outside your facility, such as mobile nursing and home health care.
• Group Benefits App
  Give internal insurance sales agents a centralized location where they can track leads, create quotes, manage enrollment census data, and enroll group members and dependents in selected insurance plans.
• Group Memberships and Households in Health Cloud
  Set up standard objects and guided flows to create and define groups of individuals, such as households. Then connect individuals and organizations to each other and track their relationships.
• HLS Accelerators
  HLS Accelators are free automations, components, and solutions that help our Health and Life Sciences customers realize a faster time-to-value. The accelerators remove implementation barriers and reduce overall implementation efforts.
• Identity Verification
  Verify the identity of a caller before you share any sensitive information with them. Healthcare organizations across the world are required to comply with regulations such as HIPAA that govern protected health information. Failure to comply with these regulations has legal consequences. Organizations must ensure that any person who seeks confidential information must first prove their identity and access.
• Intelligent Document Automation
  Simplify the document management process, reduce manual data entry, and get patients the right care and services faster by managing patient and member forms all in one place, from intake through processing. Patients can upload their own documents on an Experience Cloud site. You can route forms automatically to the right queue for faster review and processing in a digital, HIPAA-compliant workspace.
• Intelligent Document Reader
  Use optical character recognition to automatically extract data with Amazon Textract using your AWS account. Specify the document type that can be associated with the form, upload the form, and map the form’s fields to a Salesforce object’s fields. For example, you can specify that a patient's birth date in a referral form must be stored in the Birthdate field of the patient's Contact record. The extracted information can be used to create or update record fields, or to verify data that's already in the org. For example, you can check a person’s birth date against the birth date in their scanned passport.
• Intelligent Form Reader
  Intelligent Form Reader provides optical character recognition for data extraction. The information extracted from a document can be used to create or update record fields, or to verify data that's already in the org.
• Life Events and Milestones in Health Cloud
  With the Events and Milestones component, capture and track significant events in a patient’s life that may impact their healthcare.
• Reporting in Health Cloud
  Set up your reporting environment for Health Cloud. Use the report builder to create a basic report and organize your reports to make it easy to find information. You can also find useful dashboard apps on the Salesforce AppExchange.
• Salesforce Knowledge
  Salesforce Knowledge enables you to easily create and manage content and make it available to other healthcare professionals, as well as patients, members, and the care team.
• Salesforce Shield
  Salesforce Shield is a set of security tools you can use to comply with regulations on storing sensitive, protected health information. With Platform Encryption and Event Monitoring, you can monitor usage, prevent malicious activity, and protect data at rest while availing Health Cloud’s full functionality.
• Vlocity Health
  Connect frontline agents, back-office teams, and customers with flexible components that support policy administration, benefit administration, and billing. Highly configurable tools in Vlocity Health help you tailor the end-to-end processes vital to the strength of your business. These components put customers and users at the center of each interaction, enabling personalized service and timely product innovations in an ever-evolving marketplace.