--- schema_version: "1" id: 17f0863d46c3f4ddbb5a5ed556574ef5b0ce87ef949e992b7be54a3860153921 title: Health collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_health.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_health.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 634d63db5e1841d7106aebfb5425f075b2fe0fd81fb7b94b6b342566a1a8dd7a description: 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. products: - Cross Cloud release: "264" --- # 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_agentforce_for_health.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_health_engagement.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_intelligent_appointment_management.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_icm.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_referral_management.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_auto_display_order_action_plan_template.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_agentforce_foundations_setup_assistant.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_provider_search_setup_assistant.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_dhi_medicare_sales.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_grant_management.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_invocable_actions.htm&release=264.0.0&type=5)** Use the new invocable actions in Agentforce Health (formerly Health Cloud). - **[New and Changed Objects in Agentforce Health](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_new_objects.htm&release=264.0.0&type=5)** Store and access more data with these new and changed Agentforce Health objects. ## Health Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Home Health**: [Upgrade Home Visit Scheduling with Dynamic Calendar and List Views](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_list_calendar_views.htm&release=264.0.0&type=5 "Customize the enhanced Home Health Visits Lightning component to show critical fields across both calendar and list views. The component now defaults to the calendar view, helping schedulers review immediate and long-term care visits by seamlessly switching between day, week, 15-day, month, and year layouts. Provide scheduling teams with visual cues by assigning custom colors to up to 10 distinct visit statuses. Boost productivity by allowing schedulers to perform key actions such as verifying visits, managing custom actions, and filtering records directly from the calendar interface. Your team can also reschedule visits by dragging them within supported calendar views.") (Updated the week of October 5, 2026) - **Digital Health Insurance**: [Speed up Medicare Plan Enrollments with a Guided Flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_dhi_medicare_sales.htm&release=264.0.0&type=5 "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.") (Updated the week of October 5, 2026) ### September 2026 - **Agentforce Health Foundations**: [Roll Out Agentforce Health Foundations from a Prompt](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_agentforce_foundations_setup_assistant.htm&release=264.0.0&type=5 "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.") (Added the week of September 14, 2026) - **Home Health**: [Accelerate Home Health Setup with AI-Guided Configuration](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_setup_assistant.htm&release=264.0.0&type=5 "Save setup time and reduce manual errors by configuring Home Health with an AI coding assistant. Validate prerequisite licenses, install the Field Service managed package, and generate core metadata instantly. Activate critical scheduling flows, establish mobile clinician access, and build self-service patient portals without navigating multiple setup pages. Integrate advanced budget management and connect Agentforce to equip your care coordinators with intelligent home healthcare capabilities. You can also skip specific steps during your initial deployment and resume progress later to maintain flexibility.") (Added the week of September 14, 2026) - **Intelligent Appointment Management**: [Set Up Appointment Scheduling from Your AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_iam_setup_assistant.htm&release=264.0.0&type=5 "Configure Health Intelligent Appointment Management without hand-configuring every scheduling object by using a conversational setup assistant in your AI coding assistant. The setup flow verifies Person Accounts and provider data, turns on Data Pipelines and Provider Search, connects Salesforce Scheduler through a Named Credential, and sets up service territories, resources, users, appointment modes, work types, statuses, and the Healthcare Appointment Scheduler console component.") (Added the week of September 14, 2026) - **Provider Search**: [Build Provider Search with a Conversational Setup Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_provider_search_setup_assistant.htm&release=264.0.0&type=5 "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.") (Added the week of September 14, 2026) - **Referral Management**: [Configure Referral Management Through Conversation](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_referral_management_setup_assistant.htm&release=264.0.0&type=5 "Configure Health Referral Management without clicking through dozens of setup pages by using a conversational setup assistant in your AI coding assistant. The setup flow walks you through Clinical Service Request page layouts, referral creation flows, provider search integration, case automation, and orchestration. Optional acts cover eligibility and benefits verification, prior authorization, predictive scoring, patient and provider outreach, and the Experience Cloud guest portal.") (Added the week of September 14, 2026) - **Integrated Care Management**: [Set Up Intelligent Care Management with a Conversational Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_icm_set_up_with_an_conversational_asst.htm&release=264.0.0&type=5 "Set up Intelligent Care Management through a simple conversation with your AI assistant instead of navigating multiple setup pages. Validate prerequisites, assign recommended permissions, enable the Discovery Framework, and configure Care Plans, Goal Assignment, automatic sharing, and Care Gap Detection. Optionally, enable AI-powered assessment features and MCG Care Guidelines. Add assessment, care plan, and care gap components to the Patient Account page to help care coordinators manage patient care. Validation at each stage helps you complete setup more quickly and with fewer configuration errors. If you skip an area, you can return later and resume setup based on your org’s metadata.") (Added the week of September 14, 2026) - **Grants Management**: [Integrate Grants Management in Agentforce Health](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_grant_management.htm&release=264.0.0&type=5 "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.") (Added the week of September 21, 2026) ### August 2026 - **Document AI for Health**: [Identify the Correct Template for Document Extraction](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_doc_ai_auto_identify.htm&release=264.0.0&type=5 "Reduce processing overhead and simplify document extraction with template auto-identification. Save time and improve template selection accuracy as the system selects the best match from multiple similar templates. For batch files, the system uses folder timestamps to associate each file with the correct template when multiple active templates share a source folder. It processes each file only once and creates a single Document Extraction Record (DER), which prevents duplicate requests and reduces extraction costs. If no template matches, the system creates a DER in an unidentified state so users can review the document, assign the correct template, and retry extraction without losing track of the file.") (Added the week of August 31, 2026) - **Health Engagement**: [Ingest External Care Gap Data into Agentforce Health](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_health_engagement_external_data_ingestion.htm&release=264.0.0&type=5 "Use the Health Cloud External Care Gap Integration data kit to ingest and map care gap record from external Electronic Medical Record (EMR) or Electronic Health Record (EHR) systems to standard Health Cloud data model objects. Populate the pre-packaged Ingestion API streams in your org and unlock the schemas and data mappings required for patient and member outreach. Trigger existing segments, data graphs, and automated email or SMS flows for all patients, regardless of whether the care gap records reside in Salesforce or an external health system.") (Added the week of August 31, 2026) - **Home Health**: [Transform Home Healthcare with Comprehensive Patient Visit Summaries](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_visit_summary.htm&release=264.0.0&type=5 "Drive better patient outcomes by equipping your care teams with automated, clinically rich home visit summaries. Eliminate time-consuming manual record preparation by offering your team hands-free, read-aloud pre-visit briefings designed for travel. Generate comprehensive post-visit notes immediately after each appointment to connect new visit details with the patient’s history, ensuring accurate follow-up planning and seamless continuity of care.") (Added the week of August 31, 2026) - **Home Health**: [Automate Home Healthcare Assessments with Ambient Listening](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_ambient_listening.htm&release=264.0.0&type=5 "Transform patient conversations into completed assessments by using ambient AI. Help your clinicians focus entirely on the patient during home visits while the AI transcribes conversations in real time, suggests responses for assessment fields, and significantly reduces post-visit documentation. Leverage intuitive, per-field prompts to help your clinicians take full control as they simply review the suggestions and choose between their own notes and the AI input to finalize the assessment responses.") (Added the week of August 31, 2026) - **Integrated Care Management**: [Drive Faster Care Interventions with AI-Generated Assessment Summaries](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_icm_assessment_summary.htm&release=264.0.0&type=5 "Empower your care managers to condense lengthy assessments into concise insights so they can instantly compare historical data and spot critical health trends. Link extracted details directly to source records so care managers can confidently verify summaries within the broader context of the assessment and the person 360 profile. Surface highly relevant recommendations directly within the summary by using standard and custom actions. Accelerate overall decision-making by presenting the right interventions upfront to help your team schedule appointments, create referrals, and update care plans without ever navigating away.") (Added the week of August 31, 2026)