Creates a post-visit summary of a patient's home healthcare visit based on the
associated work order. The summary includes post-visit details, previous visit conclusions, and
comprehensive 360° patient data, such as care activities, observations, vitals, medications, and
conditions. The summary also covers follow-up actions captured as work steps and tasks in the
work order and the patient's clinical history.
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.
|
Action Details
| API Name |
GeneratePostVisitSummary |
| Reference Action Type |
Prompt Template |
| Reference Action |
GeneratePostVisitSummary |
| Does this action execute one or more prompt templates? |
Yes |
| Required Setup |
Agentforce for Home Health |
Generate Home Healthcare Post-Visit Summary and Prompt Templates
This agent action calls the Generate Home Healthcare Post-Visit Summary prompt template and
uses details from the work order, patient information, agent conversation, and any
additional instructions to create a comprehensive post-visit summary.
The action structures the summary by using three distinct data sources:
- Primary Source: Key data such as work order, work steps, and tasks to establish exactly
what the care resource performed during the visit.
- Secondary Source: Agentforce conversation transcript to extract real-time clinical
observations, verbal patient education, and patient responses.
- Context Source: Patient history data to add clinical background and outline follow-up
actions.
Guidelines and Considerations
The user interface of this product is available in English only and may not be fully
supported in other languages.
