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            Generate Call Script

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            3. Agentforce Life Sciences

            Generate Call Script

            Reduce the time patient services reps spend on call with payors to determine the missing fields from the benefits summary. Pharmacy Benefits Verification uses Einstein Generative AI to help patient services reps generate a call script, which they can use to fetch missing coverage information from payors.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud, and Einstein GPT Platform and Einstein GPT Prompt Builder Add-On licenses
            User Permissions Needed
            To generate call script

            Context Service Admin permission set

            AND

            Context Service Runtime permission set

            AND

            Prompt Template Manager permission set

            AND

            Prompt Template User permission set

            AND

            Manage Pharmacy Benefits Verification permission set

            Before you generate the call script for payors, make sure the verification request is initiated.

            With Pharmacy Benefits Verification, patient services reps can generate a call script by using an auto-launched flow. This call script includes a subset of the missing information in the benefits summary that's required to complete the patient’s pharmacy benefits verification request.

            The call script is divided into four sections. The first section highlights the patient’s information. The second section outlines the insurance coverage information, and the third section highlights the information related to the drug that’s prescribed to the patient. The fourth section includes the list of all the fields that the coverage information is missing for. You can copy this script with a single click.

            Important
            Important To customize the Generate Call Script flow according to your business needs, implement the TransposeContext interface.
            1. From the App Launcher, find and select Care Program Enrollee.
            2. Select a care program enrollee.
            3. On the Pharmacy Benefits Verification tab, in the Benefits Summary section, click Generate Call Script.
              Note
              Note The tab name can vary based on the admin setup of your Salesforce org.
              The Generate Call Script flow is launched.
            4. To accept the disclaimer for Einstein AI usage, click Got It.
              Einstein Disclaimer
              The call script is generated.

              Here’s a sample call script.

              Call Script

            To copy the call script to the clipboard, click Copy.

            Warning
            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.

            See Also

             
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