Healthcare

Patient Services

Quickly summarize a patient’s medical history including prescription dosages, clinical encounters, and social determinants to inform care decisions.

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Einstein generating a patient's medical history with just a click

Patient Medical History

Request summary of a patient / member including information on care plans, medications, clinical encounters, referrals, prior authorizations, care team details, assessments, SDoH, and more

Objects Referenced
Patient/Member Account

Data Sources
CRM, Patient Record

Template Type
Flex

How to use
1. Navigate to patient/member account within Health Cloud
2. Click the Einstein window open
3. Select the prompt "Generate Patient Summary"

Availability
GA Oct '24

Einstein generating a patient's medication history with just a click

Patient Medication Summary

Generate patient / member medication summaries including dosage, frequency, and contraindications for easy reconciliation.

Objects Referenced
Patient/Member Account

Data Sources
CRM, Medication Related Entities

Template Type
Flex

How to use
1. Navigate to patient/member account within Health Cloud
2. Click the Einstein window open
3. Select the prompt "Generate Patient Medication Summary"

Availability
GA Oct '24

Einstein generating an email to a patient with just a click

Patient Email Generation

Create personalized, timely emails to engage patients with appointment reminders and helpful care information.

Objects Referenced
Patient/Member Account

Data Sources
CRM, Referral Management Entities

Template Type
Flex

How to use
1. Navigate to patient/member account
2. Click the e-mail icon
3. Within in the email window, click "Draft email with Einstein"

Availability
GA Oct '24

Patient Assessment Generation

Easily digitize healthcare assessments to transform industry-standard templates into actionable documents.

Objects Referenced
Assessments

Data Sources
CRM

Template Type
Flex

How to use
1. Navigate to "Assessments" within Health Cloud
2. Click "Draft Questions with Einstein" button
3. Upload assessment document
4. Click "Save & Activate" once the assessment has been digitized

Availability
GA now

Disclaimer: Salesforce pre-built Al solutions 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.