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            Agentforce Topic for Pharmacy Benefits Reverification

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            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.

            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
            Note
            Note The user interface of this product is available in English only and may not be fully supported in other languages.

            The Benefits Reverification agent topic provides these standard out of the box agent actions.

            Agent Action Name Description Example utterances Example use case
            Draft or Revise Email Drafts an email to verify patient's personal, drug, pharmacy, healthcare provider, and insurance details associated with the current care benefit verify request. Sends an assessment URL that a patient can use to provide the updated details.
            • Create a draft email for benefits reverification.
            • Generate an email confirming the reverification of benefits.
            		 When a Patient Services Program (PSP) rep wants to automate the collection of patient information instead of manually gathering the information, they can use this agent action to draft an email with an assessment URL.
            Summarize Patient Response for Benefits Reverification Analyzes the patient's response for benefit reverification email and summarizes the changes to the benefits verification request, including personal, drug, healthcare provider, pharmacy, and insurance details.
            • Provide a summary of the patient's response.
            • Summarize what the patient has shared for benefits reverification.
            		 To maintain the data accuracy, a PSP rep can review the details provided by the patient before updating it. The PSP rep can use this agent action to summarize the patient's response to the assessment.

            If there aren't any changes in patient's insurance details, an Update Details follow-up action becomes available after the Summarize Patient Response for Benefits Reverification action. The Update Details action enables PSP reps to automatically update the benefits verification request and its associated records.

            Important
            Important

            The Update Details button isn't shown when there's any change to the patient's insurance details. To update the patient details, a PSP rep can manually create insurance and care benefit verification request records.

            Note
            Note To send emails from Salesforce, Life Sciences Pharmacy Benefits Reverification requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See Requirements to Send Email from Salesforce.

            See Also

             
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