Reduce contact center volume and expand self-service by configuring Agentforce for Formulary Data Queries. Provide members verified answers to common questions regarding drug coverage, cost tiers, authorization requirements, quantity limits, and lower-cost alternatives. Powered by PDex FHIR-aligned, CMS-compliant APIs, the Drug Coverage Inquiry subagent queries plan-scoped formulary data without requiring member authentication or session keys.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Health Cloud, Agentforce for Health Cloud, and Data 360 add-on licenses.
When: This feature is available starting October 2, 2026.
Who: This feature is available to users with the Health Cloud Foundation, Prompt Template User, Data Cloud Architect, Data Cloud User, Marketing Cloud Manager, and Member Self Service Agent Access permission sets.
How: From Setup, go to the Health Engagement Settings page, and turn on Patient and Member Self-service. Then, go to the Patient and Member Self-service tab and follow the guided setup in Configure Agentforce for Formulary Data Queries.