Gets the MemberPlans of the patient from Salesforce. If no results are returned from this action, then invoke the GetPatientDataFrEmr action with the patient's details.
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. | |
Note The agent uses public FHIR APIs to verify patient eligibility and benefits for healthcare
providers from any certified EMR such as Epic, Oracle Cerner, and AthenaHealth. Data retrieval
has been tested in the publicly available sandbox environments of these EMRs.
The agent leverages a pre-packaged MuleSoft API to interact with these FHIR endpoints. To enable the integration, provide the EMR-specific FHIR base URLs and credentials outlined on the MuleSoft setup page.
Note The user interface of this product is available only in English and may not be fully
supported in other languages.
Action Details
| API Name | GetPatientMemberPlans |
| Reference Action Type | Standard Action |
| Does this action run one or more prompt templates? | No |
| Required Setup | Set Up Agentforce for Provider Contact Center |