---
schema_version: "1"
id: 43569c096de74a32dab069846cca0cc0b70e455d40a4594be6b3911410173c0b
title: Health | Summarize Disease Surveillance Case
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_hc_case_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_case_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9194c60714a2f379ccf22a4468b4c21cdbdfdd94bd1df42cf682007ca78a62f8
description: Summarizes a patient’s case, including investigations, lab results, risk assessments, symptom onset, hospitalization status, and any interventions given.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Summarize Disease Surveillance Case

Summarizes a patient’s case, including investigations, lab results, risk assessments, symptom onset, hospitalization status, and any interventions given.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d109774e85">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d109774e85 ">To use this action:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d109774e85 ">
            <p>Use Disease Surveillance AI Assistive Agent</p>
            <p>AND</p>
            <p>Disease Surveillance AI Assistive
              Agent permission set</p>
            <p>AND</p>
            <p>Prompt Template User</p>
            <p style="margin-bottom:0;">AND</p>
            <p style="margin-bottom:0;">Data Cloud User</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d109774e85 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)

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

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">DiseaseSurveillanceCaseSummary</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Summarize a Case (SummarizeCase)</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action run one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.hc_admin_ds_agentforce_for_public_health.htm&amp;type=5&amp;language=en_US" target="_blank">Agentforce for Public Health</a></td></tr></tbody></table>

## 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.