---
schema_version: "1"
id: 8c5c94ac856578526fbed46d342259a7eeef030cc903c4b3639bd0e901d9fcea
title: Health | Get Patient Member Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_hc_get_patient_member_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_get_patient_member_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9e902b724cf063bde34bf658170c54aa7f26332634bbdda3459d04783b85efb0
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Get Patient Member Plans

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

<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="d88431e85">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d88431e88">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88431e85 ">To use this action:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d88431e88 ">
            <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="d88431e85 d88431e88 ">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 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](https://anypoint.mulesoft.com/exchange/org.mule.examples/generic-fhir-client-api/minor/1.2/console/method/%233963/) to interact with these FHIR endpoints. To enable the integration, provide the EMR-specific FHIR base URLs and credentials outlined on the [MuleSoft setup](https://www.mulesoft.com/exchange/org.mule.examples/generic-system-app/minor/1.3/pages/hb1-pmy/Setup/) page.

![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;">GetPatientMemberPlans</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;">Standard Action</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_cs_agentforce_for_contact_center.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce for Provider Contact Center</a></td></tr></tbody></table>