Improve patient experiences and outcomes by automating enquiries, 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 Speciality
Empower provider and payer contact centre teams to efficiently handle patient and member queries, register new patients and modify information directly within EHR 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
Find Claims
Get Claims Summary
Data Sources: EMR
Industry data objects referenced:
Clinical
Administrative
Demographic
Claims
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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.
