Summarizes a patient’s case, including investigations, lab results, risk assessments, symptom onset, hospitalization status, and any interventions given.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Health add-on or included in Agentforce 1 Health Edition. Requires each user to have the Agentforce for Health add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To use this action: |
Use Disease Surveillance AI Assistive Agent AND Disease Surveillance AI Assistive Agent permission set AND Prompt Template User AND Data Cloud User |
| See Common User Access for Standard Agent Actions. | |
Note The user interface of this product is available only in English and may not be fully
supported in other languages.
Action Details
| API Name | DiseaseSurveillanceCaseSummary |
| Reference Action Type | Prompt Template |
| Reference Action | Summarize a Case (SummarizeCase) |
| Does this action run one or more prompt templates? | Yes |
| Required Setup | Agentforce for Public Health |
Summarize Disease Surveillance Case and Prompt Templates
This action uses the Summarize a Case prompt template to generate a concise, structured summary of a Case.
Considerations
This action uses a Large Language Model to summarize a case. We provide explanations and sources to support the model's response where possible, but the summary must always be reviewed by a human to ensure accuracy.