Retrieves claim records for a healthcare provider from an external zero copy system
based on the provider NPI, service start date, and service end date. Optionally, filters by member
number, claim status, preauthorization ID, or claim ID. Returns up to the 20 most recent
claims.
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. |
