---
schema_version: "1"
id: 2133c7fdb727ef672f0d8e128e053e31f4d9e9fcc4f5ab471a62865b002ca7e1
title: Health | Summarize Patient Healthcare Details
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_hc_summarize_healthcare_details.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_summarize_healthcare_details.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d4eb07a21ed0bd449b2082e402c1831b9d71fe334f8e85673a26cb5e60537b81
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Summarize Patient Healthcare Details

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

<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="d34302e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d34302e70 ">To execute actions for patient healthcare summaries:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d34302e70 ">
            <p>Care Plans Access</p>
            <p>AND</p>
            <p>Context Service Runtime </p>
            <p>AND</p>
            <p>Data Cloud User</p>
            <p>AND</p>
            <p>Health Cloud Foundation</p>
            <p>AND</p>
            <p>Health Assistive Agent</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Prompt Template User</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d34302e70 ">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;">SummarizePatientHlthcrDetails</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;">SummarizePatientHealthcareDetails</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_agentforce_patient_summary.htm&amp;type=5&amp;language=en_US" target="_blank">Agentforce for Patient Healthcare</a></td></tr></tbody></table>

## 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.