Gets the transcript of the patient's voice call with the home health agency and extracts details about home visit requirements, benefits, and quotes. Drafts a rich-text summary of the patient's home healthcare requirements and creates a JSON response with the patient’s quote and benefit information.
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 execute actions for Home Health: |
Context Service Runtime AND Data Cloud User AND Health Cloud Foundation AND Home Health Assistive Agent AND Home Health Quote AND Prompt Template User AND Service Cloud User AND Salesforce Voice |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | ExtractPatientHomeVisitRqmt |
| Reference Action Type | Prompt Template |
| Reference Action | ExtractPatientHomeVisitRqmt |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Agentforce for Home Health |
Extract Patient Home Visit Requirements and Prompt Templates
This agent action calls the Extract Patient Home Visit Requirements prompt template for extracting the patient’s home visit requirement details such as benefits and quotes from a voice call transcript. The prompt template drafts a summary of the home visit requirements and creates a JSON response with the patient’s quote and benefit information. The prompt template uses the Get Transcript for Conversation invocable action to get the transcript for the voice call and uses the Get Home Healthcare Quote and Benefit Details flow to get data on the quotes and benefits.
Guidelines and Considerations
The user interface of this product is available in English only and may not be fully supported in other languages.