Reduce the burden on care coordinators and schedulers with an AI agent that suggests relevant home care services, builds quotes based on coverage details, and obtains patient approvals for recommended services and pricing.
Deliver post-acute and aged care at home by supporting care coordinators in connecting with referred patients—understanding their needs, suggesting services, building quotes, and sharing them for approval. Optimize home-based care through streamlined referrals, personalized service recommendations, and quoting support.
Actions invoked:
Get benefits data, Create quotes, Create budget, Use Document Gen to share the budget
Data sources:
CRM
Industry data objects referenced:
Care Specialty, Plan Type
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
