---
schema_version: "1"
id: 3537769419e4cf0d0269372c318c625c2bc1e61d6f6473438a228cf6657f30a2
title: Health | Summarize Patient Home 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_homehealthcare_details.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_hc_summarize_homehealthcare_details.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5701ea3eb78f544eb3ab02d87db9989ee5b6f2b68278bf507be3b3f2c9180a07
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Health | Summarize Patient Home Healthcare Details

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

<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="d22149e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22149e70 ">To execute actions for Home Health:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22149e70 ">
            <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>Home Health Assistive
              Agent</p>
            <p>AND</p>
            <p>Home Health Quote</p>
            <p>AND</p>
            <p>Prompt Template
              User</p>
            <p>AND</p>
            <p>Service Cloud User</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Service Cloud
              Voice</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d22149e70 ">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;">SummarizePatientHomeHlthcrDtl</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;">SummarizePatientHomeHealthcareDetails</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_home_health_agentforce.htm&amp;type=5&amp;language=en_US" target="_blank">Agentforce for Home Health</a></td></tr></tbody></table>

## 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.