Workflow of Program and Patient Outcome Summary Generation

Capabilities for Summary Generation

Explore the capabilities that are used to generate program and patient outcome summary.

• Einstein Embedded AI: Einstein Embedded AI integrates intelligent features directly into Salesforce workflows, providing predictive analytics, automated insights, and personalized recommendations to enhance decision-making and efficiency for all users.
• Flow Builder: Flow Builder is a declarative tool for building complex workflows. Elements in a flow can run various actions, such as aggregate data, create or update records, and assign values to resources. See Flow Builder.
• Invocable Actions: Use invocable actions to create reusable actions or methods that can be invoked from process builders, flows, or even external applications via REST API calls.
• Context Service: Context Service enables easy retrieval and consumption of information in tools such as Flows. It comprises context definitions, which is a structured set of data required to run a process. Patient Program Outcome Management has predefined context definitions called CareProgramOutcomeSummary and PatientOutcomeSummary that are used in program and patient outcome summary generation. See Context Service.
• Einstein generative AI: Einstein generative AI uses advanced models to generate human-like text and content, enabling dynamic content creation, automated responses, and improved customer interactions within Salesforce.
• Prompt Template: Prompt Template is a reusable prompt that includes placeholders for specific details about the context in which the template is being used. After the placeholders are filled with relevant data, you can use this prompt template to connect with Large Language Models (LLM) to perform specific tasks such as creating a summary and sending an email. See Create a Prompt Template.

Warning This tool uses generative AI, which can produce inaccurate or harmful responses. Before using, review the output for accuracy and safety. You assume responsibility for how the outcomes of Einstein are applied to your organization.

Key Steps to Generate Program Outcome Summary

Use Einstein Embedded AI to trigger a Salesforce flow that uses invocable action to map data into a suitable format. Use Context Service to hydrate the data related to program outcome summary, and pass the information into process automation tools. Create a prompt template to include the specific instructions to be used for generating a summary.

Review the key steps in the program outcome summary generation process by using the predefined context definitions, invocable actions, and a screen flow.

1. After the indicator results are calculated, admins can generate a program outcome summary.
2. On any care program record page, the Generate Program Summary button launches the Generate Care Program Summary screen flow.
3. To retrieve all information related to a program outcome summary, the flow invokes the Ls Commercial Context Data Provider invocable action which takes data from the CareProgramOutcomeSummary context definition. The outcome data returned by the context service is used in the succeeding steps.
4. After further calculations, the flow invokes the Serialize Apex Records To Stringified JSON invocable action to serialize the records returned by apex class into Stringified JSON.
5. At the end, the flow invokes the programOutcomeSummary invocable action that calls the Summarize Patient Support Program Outcomes prompt template. The output from the Summarize Patient Support Program Outcomes prompt template is passed to Large Language Models (LLM) which in turn generates the required text. The final text returned by LLM is shown to users as the program outcome summary.
   

   Note Info: By default, the Summarize Patient Support Program Outcomes prompt template uses the OpenAI GPT 4 Turbo model. You can’t edit or remove the Summarize Patient Support Program Outcomes prompt template. To make changes to the template, open the Summarize Patient Support Program Outcomes prompt template from Setup, and create a copy by clicking Save as.
   

   Important Info: The Summarize Patient Support Program Outcomes prompt template generates the program outcome summary where outcome is associated with Indicator Assignment. To generate the summary where the care program is associated with Indicator Assignment, you must customize the prompt template according to your business needs.

Warning This tool uses generative AI, which can produce inaccurate or harmful responses. Before using, review the output for accuracy and safety. You assume responsibility for how the outcomes of Einstein are applied to your organization.

Key Steps to Generate Patient Outcome Summary

Use Einstein Embedded AI to trigger a Salesforce flow that uses invocable action to map data into a suitable format. Use Context Service to hydrate the data related to patient outcome summary, and pass the information on to process automation tools. Create a prompt template to include specific instructions to be used for generating a summary.

Here are the key steps in the patient summary generation process by using the predefined context definitions, invocable actions, and a screen flow.

1. After the indicator results are calculated, patient services reps can generate a patient outcome summary.
2. On any care program enrollee record page, the Generate Patient Summary button launches the Generate Patient Summary screen flow.
3. To retrieve all information related to a patient outcome summary, the flow invokes the Ls Commercial Context Data Provider invocable action which takes data from the PatientOutcomeSummary context definition. The outcome data returned by the context service is used in the succeeding steps.
4. After further calculations, the flow invokes the Serialize Apex Records To Stringified JSON invocable action to serialize the records returned by apex class into Stringified JSON.
5. At the end, the flow invokes the patientOutcomeSummary invocable action that calls the Summarize Patient Outcomes prompt template. The output from the Summarize Patient Outcomes prompt template is passed to Large Language Models (LLM) which in turn generates the required text. The final text returned by LLM is shown to users as a patient outcome summary.
   

   Note Info: By default, the Summarize Patient Outcomes prompt template uses the OpenAI GPT 4 Turbo model. You can’t edit or remove the Summarize Patient Outcomes prompt template. To make changes to the template, open the Summarize Patient Outcomes prompt template from Setup, and create a copy by clicking Save as.
   

   Important Info: The Summarize Patient Outcomes prompt template generates the patient outcome summary where outcome is associated with Indicator Assignment. To generate the summary where the care program is associated with Indicator Assignment, customize the prompt template to meet your business needs.

Warning This tool uses generative AI, which can produce inaccurate or harmful responses. Before using, review the output for accuracy and safety. You assume responsibility for how the outcomes of Einstein are applied to your organization.