Enhance patient experiences and outcomes by automating inquiries, eligibility checks, and service coordination—ensuring faster, smoother interactions while freeing care teams to focus on more complex cases.
Help patients find the right providers and clinics based on their symptoms, plans, location, and preferences. Enable automated reminders for upcoming appointments, provide timely answers to FAQs, and support efficient care coordination.
Actions invoked:
Find Providers
Find Providers Information
Data Sources: CRM
Industry data objects referenced:
Plan Type
CareProviderSearchableField
Care Specialty
Empower provider contact center teams to efficiently handle patient queries and register new patients directly within EMR systems using an AI agent. Real-time integration ensures informed, seamless interactions—without toggling across multiple applications.
Actions invoked:
Fetch data from EMR
Register patient on EMR
Data Sources: EMR
Industry data objects referenced:
Clinical
Administrative
Demographic
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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.
