---
schema_version: "1"
id: 47a0728bdbecf47a72ec647bfa7fbac5b49195090856359ed4c378c6f2a18658
title: Health | Find Claims
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_hc_find_claim.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_find_claim.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6fd3548c67e64ff5fefa08d6b81b3209df2d4d25a41d0e808c24d52b497a2ffa
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Find Claims

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

<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="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d45902e85">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45902e88">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45902e85 ">To use this action:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d45902e88 ">
            <p>Use Contact Center AI Assistive Agent</p>
            <p>AND</p>
            <p>Contact Center Agent for Health Cloud
              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="d45902e85 d45902e88 ">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;">FindClaims</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;">Flow</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;">No</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_set_up_agentforce_payer_contact_center.htm&amp;language=en_US" target="_blank">Set Up Agentforce for Payer Contact Center</a></td></tr></tbody></table>