Health Cloud Standard Invocable Actions

Manage healthcare facilities using invocable actions. For more information on standard invocable actions, see REST API Developer Guide and Actions Developer Guide.

Book Appointment Action
Create or book a new appointment.
Cancel Appointment Action
Cancel an existing appointment.
Create Referral Action
Create a patient referral record. A patient referral consists of multiple objects, such as an account, clinical service request, and clinical service request detail.
Create Quote for Home Visits Action
Create a quote for patient home visits based on the specified visit details.
Create Template of Service Appointment Action
Create a service appointment record of Cancelled status that's used as a template for creating the actual service appointment record while scheduling home visits manually.
Get Data Using Context Definition Action
Get data from a context service using a context definition and the associated context mapping.
Get Resources Action
Search for available resources, such as healthcare providers or medical assets, based on specified search criteria.
Get Resources for Manual Scheduling Action
Recommend resources to use when you manually schedule a start of care visit or recurring visits.
Get Slots Action
Retrieve available appointment slots for one or more resources.
Get Appointment Slots Action
Get available appointment slots for healthcare providers or assets based on specified criteria. Calls the Get Appointment Slots Connect API.
Get Transcript from Conversation Action
Gets the transcript for a specified conversation record such as voice call, messaging session, or chat transcript.
Handle Resource Absence Action
Remove a service resource’s visit assignments for a specified period and optionally update the status of the affected visits to a specified value.
Process Received Document Action
Create a record with the processed results of the specified received document.
Parse Eligibility and Benefit Verification (EBV) FHIR Response Action
Parses the first FHIR coverage eligibility response call and creates coverage benefit records.
Build Eligibility and Benefit Verification (EBV) Request Action
Builds the request payload to initiate the eligibility and benefits verification process.
Parse Eligibility and Benefit Verification (EBV) Response Action
Parses the Call 2 (isPriorAuthRequired) JSON response from the eligibility and benefits clearinghouse and extracts the taskId to use for callback correlation.
Parse Conversation Response Action
Parses the JSON response from the Parse Conversation Inquiries prompt template from a contact center conversation transcript into a conversation summary, a resolution status, extracted inquiries, and an inquiry count.
Reschedule Recurring Home Visits Action
Reschedule all the home visits based on the recurrence pattern and scheduling policy provided.
Schedule Group Visits Action
Create visiting records for patient home visits by bundling them into a group and scheduling either a single start-of-care visit or a series of recurring visits associated with the bundled records.
Schedule Home Visit Action
Schedule a home visit for the patient to assess the condition before scheduling the recurring visits for the patient care.
Schedule Home Visits Manually Action
Create start of care or recurring home visits and assign care resources that are manually selected by the scheduler to the visits.
Schedule Recurring Home Visit Action
Create a set of recurring home healthcare visits and assign service resources to them based on the specified scheduling policy.
Update Appointment Action
Update an existing appointment.
Serialize Identity Verification Context Action
Returns a JSON array of identity verification field descriptors that an Agentforce agent uses to collect caller answers.
Validate Identity Verification Answers Action
Validates caller-provided answers against the active identity verification session and returns whether verification succeeded.