---
schema_version: "1"
id: 37ee8383c8bcc56eccf5a8d5df2e1044dc4c9d63d9f563349247f8154263795a
title: Health | Extract Patient Home Visit Requirements
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_hc_extract_homevisit_requirements.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_extract_homevisit_requirements.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8df6f010adf0da513acb10a0efed55b53ea87f348a0c32e1cdf954f01bf4fdb5
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Extract Patient Home Visit Requirements

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

<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="d163825e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d163825e70 ">To execute actions for Home Health:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d163825e70 ">
            <p>Context Service Runtime </p>
            <p>AND</p>
            <p>Data Cloud User</p>
            <p>AND</p>
            <p>Health Cloud Foundation</p>
            <p>AND</p>
            <p>Home Health Assistive Agent</p>
            <p>AND</p>
            <p>Home Health Quote</p>
            <p>AND</p>
            <p>Prompt Template User</p>
            <p>AND</p>
            <p>Service Cloud User</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Salesforce Voice</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d163825e70 ">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>

## 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;">ExtractPatientHomeVisitRqmt</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;">ExtractPatientHomeVisitRqmt</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute 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_home_health_agentforce.htm&amp;type=5&amp;language=en_US" target="_blank">Agentforce for Home Health</a></td></tr></tbody></table>

## 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.