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Book Appointment Action
Create or book a new appointment.
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Cancel Appointment Action
Cancel an existing appointment.
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Create Referral Action
Create a patient referral record. A patient referral consists of multiple objects, such as an account, clinical service request, and clinical service request detail.
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Create Quote for Home Visits Action
Create a quote for patient home visits based on the specified visit details.
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Create Template of Service Appointment Action
Create a service appointment record of Cancelled status that’s used as a template for creating the actual service appointment record while scheduling home visits manually.
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Get Data Using Context Definition Action
Get data from a context service using a context definition and the associated context mapping.
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Get Resources Action
Search for available resources, such as healthcare providers or medical assets, based on specified search criteria.
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Get Resources for Manual Scheduling Action
Recommend resources to use when you manually schedule a start of care visit or recurring visits.
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Get Slots Action
Retrieve available appointment slots for one or more resources.
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Get Appointment Slots Action
Get available appointment slots for healthcare providers or assets based on specified criteria. Calls the Get Appointment Slots Connect API.
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Get Transcript from Conversation Action
Gets the transcript for a specified conversation record such as voice call, messaging session, or chat transcript.
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Handle Resource Absence Action
Remove a service resource’s visit assignments for a specified period and optionally update the status of the affected visits to a specified value.
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Process Received Document Action
Create a record with the processed results of the specified received document.
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Parse Eligibility and Benefit Verification (EBV) FHIR Response Action
Parses the first FHIR coverage eligibility response call and creates coverage benefit records.
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Build Eligibility and Benefit Verification (EBV) Request Action
Builds the request payload to initiate the eligibility and benefits verification process.
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Parse Eligibility and Benefit Verification (EBV) Response Action
Parses the Call 2 (isPriorAuthRequired) JSON response from the eligibility and benefits clearinghouse and extracts the taskId to use for callback correlation.
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Parse Conversation Response Action
Parses the JSON response from the Parse Conversation Inquiries prompt template from a contact center conversation transcript into a conversation summary, a resolution status, extracted inquiries, and an inquiry count.
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Reschedule Recurring Home Visits Action
Reschedule all the home visits based on the recurrence pattern and scheduling policy provided.
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Schedule Group Visits Action
Create visiting records for patient home visits by bundling them into a group and scheduling either a single start-of-care visit or a series of recurring visits associated with the bundled records.
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Schedule Home Visit Action
Schedule a home visit for the patient to assess the condition before scheduling the recurring visits for the patient care.
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Schedule Home Visits Manually Action
Create start of care or recurring home visits and assign care resources that are manually selected by the scheduler to the visits.
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Schedule Recurring Home Visit Action
Create a set of recurring home healthcare visits and assign service resources to them based on the specified scheduling policy.
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Update Appointment Action
Update an existing appointment.
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Serialize Identity Verification Context Action
Returns a JSON array of identity verification field descriptors that an Agentforce agent uses to collect caller answers.
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Validate Identity Verification Answers Action
Validates caller-provided answers against the active identity verification session and returns whether verification succeeded.
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