The End of Healthcare Paperwork: Salesforce Agents, Fueled by HealthEx, Verily, and Viz.ai, Return Focus to Patients

March 5, 2026 – SAN FRANCISCO – Healthcare is in critical condition: Costs continue to climb and staff are burned out, drowning in clerical paperwork that mostly goes to waste. Between manually processing forms and having to later search multiple places to find them, treatment gets delayed and more expensive. And patients are left to pay the price — with 1 in 3 postponing doctors’ visits due to long wait times or high premiums. 

To harness the abundance of untapped health data and deliver more-efficient and higher-quality care, Salesforce today announced six new Agentforce Health agents pre-wired with rich integrations for providers, payers, and public health. Collectively, these innovations can be used to harmonize the influx of medical information and transform it into meaningful action — helping to arrange affordable care, manage infirmary capacity, and prevent contagious outbreaks.

Organizations like MIMIT Health are already deploying Salesforce’s trusted Agentforce Health platform and trusted, interoperable infrastructure to put previously trapped data to use, giving them not only time but also cognitive bandwidth back to truly focus on patients. 

“We’ve seen dramatic operational improvement — including a 459% ROI and $1.5 million in savings, alongside increased patient satisfaction and reduced administrative burden.” — Dr. Paramjit “Romi” Chopra, M.D., CEO & Founder, MIMIT Health

Unlocking an Actionable Master Health Record for Every Patient 

Unifying patient-consented health information into a single source of truth will help lower the expense and risk of data transfers while building a comprehensive health record for each patient. With reliable context from standard checkups, urgent care visits, out-of-town procedures, and diagnostic results, Agentforce Health can stop disparate data from stalling treatment and promote more holistic, proactive, and informed health decisions.

• HealthEx’s secure digital health wallet gives consumers transparency, portability, and control over how and when their records are shared, including diagnoses, medications, lab results, procedures, and clinical notes. Through consumer-directed TEFCA and FHIR-endpoint access, this integration unlocks a thorough medical history allowing Agentforce to help close care gaps, accelerate prior authorizations, and create more personalized experiences. 

• Verily integrates and enriches everything from wearables to nutrition trackers and lab blood tests to power more predictive, preventive, and precise care. Bringing this deep clinical and lifestyle intelligence will enable Agentforce Health to activate multimodal data to personalize health experiences, accelerate research, and deliver more tailored care.  

• Viz.ai detects suspected diseases directly from medical imaging and Electronic Health Records (EHRs) and automatically triggers the appropriate workflow in Salesforce. Rather than waiting hours for a manual handoff or skipping it altogether, Agentforce Health can be used to alert the right specialists and coordinate the care team to reduce variability, reduce patient leakage, and save time in treating life-threatening conditions.

Streamlining Patient and Member Services to Expedite Time to Care 

With access to longitudinal health data, Agentforce Health can now help expedite closed-loop referrals and prescriptions, enhance care plans with relevant data from assessments, and empower members with real-time access to the entitlements of their insurance plan — improving the patient experience and accelerating care pathways. 

• Referrals & Assessments Agent: Agentforce Health will triage and route referrals to the right specialist and book follow-ups. Agentforce Health can also suggest relevant health assessments and prepopulate likely responses for a care manager’s review, pulling from their profile, previous assessments, and EHR data.  

• EHR Read-Write Agent: Agentforce Health can now facilitate bidirectional data exchange with EHRs like athenahealth via MuleSoft connectors, allowing contact center reps to not only retrieve patient data but also instantly register new patients, update demographics, and even submit medication refills directly into the system.

• Claims & Coverage Agent: Powered by Informatica and secure FHIR APIs, Agentforce Health provides always-on, self-service resolution from helping to explain complex deductibles and out-of-pocket estimates to checking billing status and finding in-network providers. For those who prefer phone calls, Agentforce Voice is now HIPAA-ready and can assist with answering copay, benefits, and eligibility questions in real time or route the call to a human with full context already on their screen.  

Simplifying Coordination Across Aged and At-Risk Communities

From managing facility logistics and analyzing disease trends to reducing barriers and emergency readmissions with remote care, Agentforce will help organizations optimize complex, high-stakes operational shifts, scheduling, and response within and beyond the clinic. 

• Rural Health Agent: Local and regional health systems can broaden their reach of value-based care with video visits and provider recruitment tools, helping meet CMS’ Rural Health Transformation initiative goals. For caregivers working in remote areas, the offline mobile app provides patient records and assessments even without connectivity, helping to close critical gaps for distant populations. 

• Epidemiology Analysis Agent: Public health agencies can now use Agentforce Health to help prevent, detect, and investigate infection patterns faster by automating lab intake, deduplicating cases, conducting root cause analysis, and generating a response plan — allowing epidemiologists to mobilize on proactive, early interventions to stop the spread at the source.    

• Hospital Operations Agent: Agentforce Health will act as a Command Center for clinical operations, managing beds, equipment, and nursing staff from a centralized hub. By predicting in- and outpatient surges and monitoring real-time inventory, Agentforce will help administrators maximize workforce capacity and resource allocation, avoiding bottlenecks before they impact care. 

A Deeply Unified Orchestration Engine for Humans, Data, and AI Agents 

Salesforce’s Agentforce 360 for Health platform reduces the need for repetitive documentation by contextualizing sensitive structured and unstructured health information with zero copy into advanced data models, protecting it with a robust Trust Layer, and intelligently placing it where the work is already being done. This foundation lays the groundwork to become an Agentic Enterprise with seamless, multi-agent orchestration to drive productivity and improve patient and business outcomes for all. 

Salesforce is the only platform that makes every touchpoint in the patient journey feel like one continuous conversation—so clinicians can think less about systems and more about people.

Amit Khanna, SVP & GM of Health at Salesforce

“We cannot ask our healthcare heroes to operate in a system that is constantly failing them with fragmented data and soul-crushing administrative work,” said Amit Khanna, SVP & GM of Health at Salesforce. “Salesforce is the only platform that makes every touchpoint in the patient journey feel like one continuous conversation—so clinicians can think less about systems and more about people. Our trusted AI agents, grounded in a purpose-built platform, are sharing the 24/7 administrative load, giving our customers their cognitive bandwidth back to accelerate approvals, improve outcomes, and connect with patients at a speed that was impossible even a year ago.”

Availability:

• Home & Rural Health, Patient & Member Contact Center, and Disease Surveillance agent templates are generally available today with Agentforce Health (Health Cloud).
• Tableau Next, MuleSoft, Slack, Agentforce Marketing, and Data 360 integrations can be configured today.
• Referral triage, root cause analysis, and engagement campaigns will be available in June 2026. 
• New Hospital Operations capabilities and HealthEx, Verily, and Viz.ai data integrations will be generally available starting later this year.

Learn more:

• Learn how to get past the pilot stage with the Agentforce Adoption Guide for Health.
• Watch the evolution over the last decade of Agentforce Health innovation.
• Deep dive into why CVS, HammondCare, Northwell, NYU Langone, RUSH, and UChicago Medicine chose Agentforce Health.
• Read more about Salesforce’s partnerships with Anthropic, athenahealth, Ellipsis, Infinitus, MCG, OpenAI, and Viz.ai.
• Explore top healthcare AI insights in this Frost & Sullivan report.
• See how Agentforce Health setup is streamlined for admins with Salesforce Go.

This article may include references to services or features that are still in development and are unreleased. Customers should make their purchase decision based on fully released and available features.