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Overview
Request a summary of a patient or member, including patient information, care plans, medications, clinical encounters, referrals, prior authorizations, care team details, open/closed assessments, social determinants of health, patient preferences, and past engagements.

Action Type
Flow

Data Sources
Health Cloud

How to Use the Action

• This action requires one of these licenses:
• Health Cloud Enterprise/Unlimited + Einstein for Sales/Agentforce for Service add-on
• Health Cloud Einstein 1 for Service Edition
• Health Cloud Einstein 1 for Sales Edition
• Invoke the action with:
• “What is [Patient]’ medical history?” or “I need to learn more about [Patient]' diabetes condition, can you focus on the last 6 months?”