Retrieves claim records for a member from an external zero copy system based on the
member number, service start date, and service end date. Optionally, filters by claim status and
provider name. Returns up to the 5 most recent claims, sorted by claim creation date.
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 Contact Center AI Assistive Agent
AND
Contact Center Agent for Health Cloud
permission set
AND
Prompt Template User
AND
Data Cloud User
|
| See Common User Access for Standard Agent Actions. |
