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An employee prompts Einstein Copilot for a patient's medical history. The response includes condition and recommended action.
Healthcare & Life Sciences

Patient Data Management

It can be a challenge for healthcare professionals to access a complete, up to date view of a patient's medical history: current medications, recent test results and other relevant information. Agentforce Assistant can gather complete patient profile information and summarise it in natural language, all without you having to navigate tabs.

A Prompt Template Text input window.

Patient Medical History

Overview
Request a summary of a patient or member, including patient information, care plans, medications, clinical encounters, referrals, prior authorisations, 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 licences:
    • Health Cloud Enterprise/Unlimited + Einstein for Sales/Einstein 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?”
Salesforce Einstein mascot with examples of prompts for prompt builder.

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