Creates a rich-text summary of a patient’s healthcare details based on the patient name. The summary includes patient information such as opportunities, clinical service requests, and member plans.
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 execute actions for patient healthcare summaries: |
Care Plans Access AND Context Service Runtime AND Data Cloud User AND Health Cloud Foundation AND Health Assistive Agent AND Prompt Template User |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizePatientHlthcrDetails |
| Reference Action Type | Prompt Template |
| Reference Action | SummarizePatientHealthcareDetails |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Agentforce for Patient Healthcare |
Summarize Patient Healthcare Details and Prompt Templates
This agent action calls the Summarize Patient Healthcare Details prompt template for creating a summary of patient healthcare information. The prompt template uses the PatientHistory context definition to get the data for patient history and uses the Get Patient Health Information flow to get data for patient healthcare summary.
Guidelines and Considerations
The user interface of this product is available in English only and may not be fully supported in other languages.