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            Create and Add the Summarize Patient Response Agent Quick Action

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            Create and Add the Summarize Patient Response Agent Quick Action

            Create an agent quick action to summarize patient response for benefits reverification, and add the agent on the care benefit verify request record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud or Agentforce for Health Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses
            User Permissions Needed
            To use Agentforce:

            Access Patient Support Programs using Einstein
            To manage pharmacy benefits reverification requests:

            Manage Pharmacy Benefits Verification

            AND

            Access Patient Support Programs as a Program Lead
            1. Create an agent quick action to the Care Benefit Verify Request object.
              1. From Setup, in Object Manager, find and select Care Benefit Verify Request.
              2. Click Button, Links, and Actions, and then click New Action.
              3. Select Agent Quick Action as the action type.
              4. Enter Summarize Patient Response as the user utterance.
              5. Enter Summarize Patient Response as the label.
              6. Save your changes.
            2. Add the Summarize Patient Response agent quick action on the Care Benefit Verify Request record page.
              1. From the App Launcher, find and select Care Benefit Verify Requests.
              2. Select a care benefit verify request record.
              3. From Setup, click Edit Page.
              4. On the Lighting App Builder page, select the Highlights Panel component, and then click Add Action from the properties panel.
              5. In the Actions search field, find and select Summarize Patient Response object-specific quick action, and then click Add Filter.
              6. Make sure that the Record Field filter type is selected.
              7. Select Status as the field, Equal as the operator, and Received Confirmation as the value, and then click Done.
              8. Click Add Filter.
              9. Select the Advanced filter type.
              10. In Field, click Select.
              11. On the Select Field window, from the dropdown, select Record, then select Related Care Benefit Verify Request, then select Care Benefit Verify Request Name, and then click Done.
              12. Select Not Equal as the operator and keep value as blank, and then click Done.
              13. For Show components when, select All filters are true, and then click Done.
              14. Save your changes, and activate the page.
             
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