---
schema_version: "1"
id: 8c3c220980f9fbb87ecac8b6e8252333e40b9d703c904347da40f9919c7e8166
title: Health | Generate Home Healthcare Post-Visit Summary
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_hc_generate_home_health_post_visit_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_generate_home_health_post_visit_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2c63c229bf48a56fc274b446c16b4d0f1f7262dfcaa20d1b8e31790c4dfc86cd
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Generate Home Healthcare Post-Visit Summary

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

<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="d35490e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35490e70 ">To run actions for Home Health:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35490e70 ">
            <p>Context Service Runtime </p>
            <p>AND</p>
            <p>Health Cloud Foundation</p>
            <p>AND</p>
            <p>Prompt Template User</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein Field Service User</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d35490e70 ">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;">GeneratePostVisitSummary</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;">GeneratePostVisitSummary</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>

## 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.