Patient services programs reps can leverage the power of Agentforce to accelerate the
benefits reverification process by efficiently updating patients' personal, drug, pharmacy, and
healthcare provider details.
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
Agentforce Topic for Pharmacy Benefits Reverification Patient services programs (PSP) reps can use Benefits Reverification agent topic to draft and send emails to patients for verifying their personal and healthcare details. The email includes an assessment URL for patients to provide their updated information. After the patient submits the details, reps can summarize and review the response to compare existing and new information.
Pharmacy Benefits Reverification Flows Use the prebuilt flows to automate the various tasks within Pharmacy Benefits Reverification. Customize the flows to run patient support programs according to your requirements.
Use Agentforce for Pharmacy Benefits Reverification Accelerate pharmacy benefits reverification by automating the process of updating patient data. Update patient details with a single click. Ensure data accuracy and reduce manual effort by using Agentforce to draft and send emails that include a secure assessment link for patients to verify and provide their updated personal, drug, pharmacy, healthcare provider, and insurance details.
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