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            Generate Pharmacy Benefits Summary

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            3. Agentforce Life Sciences

            Generate Pharmacy Benefits Summary

            Pharmacy Benefits Verification includes Einsten Generative AI to generate the pharmacy benefits summary for reps. You can share this benefit summary with patients, prescribers, and practitioners. The summary helps providers recommend appropriate assistance programs to patients, and helps reps make informed decisions, such as enrolling patients in appropriate assistance programs.

            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 pharmacy benefits summary

            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 pharmacy benefits summary, make sure the verification request is initiated.

            With Pharmacy Benefits Verification, reps can generate a concise summary of a patient’s pharmacy benefits with a single click.

            The summary includes the information related to the patient, insurance coverage, drug, and pharmacy benefits. It also includes additional information, and the next steps that reps must take in the patient’s pharmacy benefits verification journey. You can easily copy the summary with a single click.

            Important
            Important To customize the Generate Benefit Summary 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 Summary.
              Note
              Note The tab name can vary based on the admin setup of your Salesforce org.
              The Generate Benefit Summary flow is launched.
            4. To accept the disclaimer for Einstein AI usage, click Got It.
              Einstein Disclaimer
              The benefits summary is generated.

              Here’s a sample benefit summary.

              Pharmacy Benefits Summary

            To copy the benefits summary to the clipboard, click Copy. You can share this summary with the patient, healthcare provider, or practitioner.

            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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