Creates a rich-text summary of a patient’s home 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 Home Health: |
Context Service Runtime AND Data Cloud User AND Health Cloud Foundation AND Home Health Assistive Agent AND Home Health Quote AND Prompt Template User AND Service Cloud User AND Service Cloud Voice |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizePatientHomeHlthcrDtl |
| Reference Action Type | Prompt Template |
| Reference Action | SummarizePatientHomeHealthcareDetails |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Agentforce for Home Health |
Summarize Patient Home Healthcare Details and Prompt Templates
This agent action calls the Summarize Patient Home Healthcare Details prompt template for creating a summary of patient home healthcare details. The prompt template uses the PatientHistory context definition to get the data for patient history and uses the Get Patient Healthcare Details flow to get data for patient home 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.