Health

Drive better health outcomes by measuring the success of care gap campaigns with a prebuilt Health Engagement dashboard. Boost operational efficiency by using Agentforce to answer drug coverage questions, field 24/7 patient calls, summarize patient assessments, and pull provider claim details on demand. Enhance home healthcare delivery with AI-generated visit summaries, dynamic calendar scheduling, and ambient listening for hands-free clinical assessments. Speed up document extraction by processing files directly from Amazon S3. Reduce appointment no-shows through personalized, HIPAA-compliant reminders. Accelerate Medicare enrollments with a seamless, unified flow from disclaimer to signature.

• Agentforce for Health
  Resolve provider claim inquiries faster with a subagent that answers natural-language questions. Deflect routine payer calls to a voice agent that verifies callers, handles common questions, and logs cases. Give reps a unified AI-generated summary of member, claim, and clinical details so they engage with context in seconds.
• Health Engagement
  Gauge campaign performance at a glance with a prebuilt dashboard in the Health Engagement Analytics application, tracking closure rates and trends without any extra setup.
• Home Health
  Give your care teams pre-visit and post-visit notes to speed up their daily routines and promote consistent patient care. Set up flexible calendar layouts with custom status colors so your team can spot availability and adjust appointments on the fly. Enable ambient listening to automatically translate live patient conversations into completed clinical assessments. Slash the hours spent on manual data entry to help your team focus completely on building relationships and improving health outcomes.
• Intelligent Appointment Management
  Track how autonomous agents consume your appointment management APIs. Reduce no-shows with HIPAA-compliant, personalized email and text reminders that guide patients through scheduling, waitlists, and completed visits.
• Integrated Care Management
  Equip your care managers with an automated assessment summary to quickly analyze health trends, verify source records, and initiate immediate patient interventions. Streamline your care plan workflows by using automatically filtered options to map response recommendations and assign action plan templates. Maintain flawless records and skip tedious manual verifications for perfect setups every time.
• Referral Management
  Give your teams real-time visibility into the full referral lifecycle so they can spot bottlenecks and reduce patient leakage. Answer patient calls at any hour with a conversational voice agent that verifies identity and books appointments without a live rep. Keep referrals aligned between your electronic health record system and Agentforce Health automatically, giving teams one source of truth for internal and external referrals.
• Auto-populate Display Order for Action Plan Template Items
  Speed up your configuration process and drive higher data accuracy with the automatic assignment of display orders for new action plan template items. Build flawlessly organized action plan templates without needing to manually track or type sequence numbers for template items.
• Roll Out Agentforce Health Foundations from a Prompt
  Configure Agentforce Health Basic Setup without clicking through readiness checks, feature toggles, and layout builders by using a conversational setup assistant in your AI coding assistant. The setup flow validates prerequisites, turns on the Agentforce Health Console, Data Protection and Privacy, Translation Workbench, Contacts to Multiple Accounts, and Person Accounts. It then creates Patient and Provider record types and page layouts and adds the Patient Card and Timeline components to your Lightning pages.
• Build Provider Search with a Conversational Setup Assistant
  Set up Provider Search in Health without navigating the full Data Pipelines and search configuration UI by using a conversational setup assistant in your AI coding assistant. The setup flow verifies prerequisites, turns on Data Pipelines and standard data sync, seeds healthcare facility and practitioner records, and configures criteria-based search, guest user access, and an AI-powered Patient and Member Services agent for provider matching.
• Speed up Medicare Plan Enrollments with a Guided Flow
  Boost productivity during high-volume enrollment seasons by guiding sales representatives step by step through Medicare plan sales, including Medicare Advantage, Prescription Drug, and Special Needs plans, all in one flow. Capture Scope of Appointment consent automatically to stay CMS compliant. Speed up fact-finding by instantly checking prescription drug formularies, verifying in-network provider tiers, and booking consultations within the 48-hour rule. Cut administrative overhead by completing enrollments conversationally, from disclaimer to signature, without switching between multiple carrier log ins.
• Integrate Grants Management in Agentforce Health
  Streamline your healthcare funding programs, from application intake and credential verification to milestone disbursements, by integrating Grants Management in Agentforce Health. Skip building custom grant solutions by using built-in objects for funding programs, individual applications, requirements, and disbursements. Automate applicant verification with National Provider Identifier lookups, and evaluate grant applications in a unified review workspace. Maintain accountability and compliance by tying disbursements to the required milestone documentation.
• New and Changed Invocable Actions in Agentforce Health
  Use the new invocable actions in Agentforce Health (formerly Health Cloud).
• New and Changed Objects in Agentforce Health
  Store and access more data with these new and changed Agentforce Health objects.