Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Retrieve Patient Data

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Retrieve Patient Data

            Retrieve demographic, clinical, and administrative patient data from external Electronic Medical Record (EMR) systems. Streamline workflows and reduce handling time by accessing comprehensive patient profiles from a single interface. Use this agent to eliminate manual lookups and deliver personalized support based on real-time EMR data.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Agentforce for Health Cloud, Universal Credit Metering, and Agentforce Employee Agent add-on licenses.
            User Permissions Needed
            To manage patient registration and data retrieval:

            Manage Contact Center for Health Cloud

            AND

            Use Contact Center AI Assistive Agent

            AND

            Data Cloud User

            AND

            Health Cloud Foundation

            AND

            Prompt Template User
            Note
            Note The user interface of this product is available in English only and may not be fully supported in other languages.
            Note
            Note The agent uses public FHIR APIs to retrieve patient data in real time, including demographic data, clinical records such as prescriptions, lab results, health conditions, procedures, referrals, and care plans, and administrative data such as visit encounters, coverage, and eligibility and benefit details from any certified EMR such as Epic, Oracle Cerner, and AthenaHealth. Data retrieval has been tested in the publicly available sandbox environments of these EMRs.

            The agent leverages a pre-packaged MuleSoft API to interact with these FHIR endpoints. To enable the integration, provide the EMR-specific FHIR base URLs and credentials outlined on the MuleSoft setup page.

            1. From the App Launcher, find and select Contact Center.
            2. Open the Agentforce panel and select the agent for Contact Center if it isn't selected by default.
            3. To get patient data, type a message in the chat asking the agent to retrieve the patient's data and include the patient's Medical Record Number(MRN) in your request.
              The agent will retrieve the patient's information from the external EMR system and return the summary of key patient details, including demographics, visit history, and any available care information.
             
            Loading
            Salesforce Help | Article