Agentforce now includes prebuilt skills to streamline tasks like benefits verification, disease surveillance, and clinical trial recruitment, speeding time to treatment

Partnerships with athenahealth, Availity, and Infinitus.ai will enable Agentforce to take action and expedite care approvals with a real-time view of patients’ coverage, clinical, and demographic data

Industry leaders like Amplifon, Pacific Clinics, Protas, and Rush are using Salesforce to reduce their administrative burden and improve patient results 

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Salesforce today announced Agentforce for Health, a new library of pre-built agent skills and actions that will augment care teams, clinicians, and service reps with agentic AI to boost operational capacity and help improve patient outcomes. Now, providers, payers, public health, and life sciences organizations can build AI agents that automate time-consuming tasks, such as checking eligibility and analyzing clinical trial sites, and deploy always-on, compliant service for every patient, member, and constituent.

This new digital workforce with healthcare expertise includes: 

• Patient access and services skills that will answer inquiries and perform eligibility checks with insurers, freeing up care teams and contact centers to handle more complex cases,  making it easier for members to access and adhere to treatment. 
• Public health skills that will help health and human services organizations care for at-risk groups with financial assistance and monitor the spread of infections with auto-classified cases, supporting residents with faster responses, proactive interventions, and safer communities. 
• Clinical skills that will help accelerate research and development (R&D) innovation for drugs and devices with integrated, real-time study data and intelligent trial support.

Why it matters: Eighty-seven percent of healthcare staff say they have to work late weekly to handle administrative work, according to Salesforce research. ​​That burden takes its toll on an already understaffed workforce, with 59% saying it negatively impacts their job satisfaction. Combined with global labor shortages, a proliferation of unstructured healthcare data, and regulatory pressure to lower costs, organizations must find ways to do more with less. Artificial intelligence (AI), including assistive and autonomous agents, offers promising potential to remedy this by driving operational efficiencies so medical staff can provide better, faster treatment without adding to their workload. In fact, healthcare teams estimate they’d save up to 10 hours a week by using agents, and 61% believe agentic AI would boost their career satisfaction. 

Only the deeply unified Salesforce Platform brings together apps, data, healthcare-specific workflows, and agentic AI – all wrapped in trust and compliance.

Amit Khanna, Senior Vice President and General Manager, Salesforce Health

The Salesforce perspective: “Only the deeply unified Salesforce Platform brings together apps, data, healthcare-specific workflows, and agentic AI – all wrapped in trust and compliance. Backed by over two decades of industry expertise, Salesforce helps healthcare organizations of all sizes reduce the burden on humans by allowing them to collaborate seamlessly with digital colleagues to deliver healthier businesses and outcomes, together.” – Amit Khanna, Senior Vice President and General Manager, Salesforce Health

What’s new:

Patient access and services skills:

• Provider Search & Scheduling: Agentforce can chat directly with patients or members and match them with in-network providers and specialists, based on their preferences and geographic location. Once a suitable physician has been identified, Agentforce can then help schedule the appointment using intelligent logic with direct integration to athenahealth. 
• ​​Care Coordination: Leading up to an appointment, Agentforce can provide care coordinators with a comprehensive summary of the patient, including medical history, referrals, care gaps, visit summaries, and benefits. Salesforce’s new integration with Availity will allow providers to communicate directly with payers in real time to run eligibility checks and, if a procedure or visit requires prior authorization, submit and receive decisions within seconds, meeting and exceeding compliance with CMS Interoperability mandates while simultaneously reducing administrative burden.
• Benefits Verification: With seamless handoff to a human, Agentforce can help verify pharmacy or durable medical equipment (DME) benefits with AI-powered call scripts or check directly with electronic benefits verification providers like Infinitus.ai to validate insurance coverage and collect missing information, helping to prevent delays to treatment. 
• Customer Service: For ongoing support beyond the clinic, Agentforce can update patient information, manage device orders, and recommend improvements for support programs. Agentforce can also assist reps in planning their meetings with healthcare professionals and provide autonomous self-service with inquiry management.  

Customer perspective

• “Agentforce can help Amplifon to accelerate scale and personalization of our excellent care, enabling hearing care professionals to spend less time in low value-added activities, thus massively increasing their time on patient-centered care, and on human and personalized customer experience.” – Alessandro Bonacina, Global CMO & CTO, Amplifon 
• “Agentforce can help with knowledge management and inquiries, including quick and smooth handover to a human service agent so that our customers feel cared for. Agentforce enables us to work in an even more customer-focused manner.” – Anne Wrobel, Global Project Lead Intelligent Customer Care, B. Braun Group
• “With Agentforce, we can support patients 24/7 with tasks like navigating facilities and finding healthcare providers based on their preferences. This frees up our human agents, allowing them to focus on more complex issues. We’re excited to explore ways to supercharge the patient experience at Rush.” – Jeff Gautney, Chief Information Officer, Rush University System for Health
• “Transcend’s top concern is quality care — and with Agentforce, we’ll be able to provide this up to 30% faster and with less manual work, making it easier for people to access treatment. Trusted, compliant, always-on support will take us — and our clients — to the next level.” – Brian Glass, Co-Founder and Managing Partner, Transcend 
• “With Agentforce, we will guide customers to the right ingredients and help them transition to a life without supplements. Instead of customers waiting in a queue or navigating complex FAQs, Agentforce will autonomously respond to inquiries about product usage, returns, and dosages with accurate, tailored responses.” – Virender Dass, CEO, Wellness Extract

Public health skills:

• Disease Surveillance: Helps source, visualize, and gain insight into unified data from inspections, immunization registries, and social determinants in near real time, allowing epidemiologists to efficiently investigate and trace communicable diseases. Agentforce will expedite detection and response with out-of-the-box disease definitions and assessments, automatic transformation of lab reports into cases, and classification suggestions. This can help with timely reporting of outbreaks to local or federal authorities and generate public health campaigns to promote community trust and awareness.
• Home Health: Agentforce will help aged care agencies and community-based care providers transcribe notes, estimate in-home costs against government benefits, and generate quotes. 

Customer perspective

• “At Pacific Clinics, we look forward to leveraging Agentforce to provide 24/7 outreach and general information. By scaling our Enhanced Care Management behavioral health services, we will focus on what matters most – delivering personalized, expert care and hope to those we serve – whenever they need us.” – Jacquelyn Torres, Senior Vice President of Emerging & Statewide Services, Pacific Clinics 

Clinical skills:

• Candidate Auto-Matching: Helps to speed up identification of eligible participants while ensuring diversity and compliance to protocol for relevant clinical studies, which allows researchers and site personnel to review and match patients to trials — pulling from both structured and unstructured data like diagnosis codes, medication details, and demographics — thereby reducing assessment time. 
• Site Selection: Agentforce will help determine the optimal clinical trial sites by generating feasibility questionnaires and assisting with responses to ensure accuracy and timeliness. With intelligent scoring and alerts, sponsors can more quickly shortlist and engage the ideal sites and investigators for studies. 
• Complaints, Quality, & Safety: In partnership with ComplianceQuest, Agentforce can automate adverse event triage to promote timely reporting and resolution, and identify recurring risks across trial sites to prioritize mitigation efforts. Agentforce can also flag nonconformances in manufacturing of clinical trial supplies, helping to safeguard product quality.  

Customer perspective

• “Using our Cantata platform, built on Salesforce Life Sciences Cloud, we are transforming the way studies are designed and delivered, including the world’s largest pivotal phase III for chronic kidney disease (CKD) study. In partnership with Salesforce, we are committed to the continuous advancement of clinical research with the meaningful use of innovative AI.” – Stefan Blixen-Finecke CIO at Protas

About Health Cloud and Life Sciences Cloud

Agentforce for Health builds on Health Cloud and Life Sciences Cloud to help healthcare organizations take advantage of their purpose-built clinical and provider data models, referral and care program workflows, turnkey APIs, and other existing Salesforce investments, augmenting their limited resources with a digital workforce that works alongside them. Salesforce’s HIPAA-ready Platform includes new prebuilt actions, making trusted AI agents part of every team to increase employee capacity with digital teammates that handle multi-step tasks with precision and agility to support the earlier detection, diagnoses, and treatment of conditions. 

Underpinned by Data Cloud and the Atlas Reasoning Engine, Agentforce for Health can reason and take action, pulling information from an organization’s website, knowledge repository, Electronic Health Records (EHR) like athenahealth, or approved scientific publications in real time to provide faster service. Now every patient, member, or provider interaction can be personalized at scale to improve experiences and speed time to therapy.

Availability:

• Agentforce for Health is available now through any Health Cloud and Life Sciences Cloud edition with the Salesforce Foundations add-on and Agentforce SKU. 
• Clearinghouse and EMR integrations are available today in Health Cloud and Life Sciences Cloud with MuleSoft connectors.
• Patient access & services skills are available today through Health Cloud and Life Sciences Cloud Einstein 1 Editions and Agentforce. Integrated benefits verification, appointment scheduling, and provider matching will be available in June 2025 and beyond with the addition of MuleSoft connectors. 
• Clinical trial embedded AI actions are available today through Health Cloud and Life Sciences Cloud Einstein 1 Editions and Clinical add-on. Site selection skills will be available in June 2025.
• Disease Surveillance is generally available today with Health Cloud. Agentforce skills for disease surveillance and home health and will be available starting in June 2025.
• HCP engagement and medical inquiry skills will be available with Life Sciences Cloud Einstein 1 Editions and the Life Sciences Cloud for Customer Engagement add-on starting September 2025.  

Learn more:

• Read Salesforce’s latest Agentic AI Snapshot Series: Healthcare research, insights from a recent survey of over 500 U.S.-based healthcare professionals 
• See how three different healthcare trailblazers are using Agentforce ‌to reimagine the future of healthcare industry
• Watch a demonstration of Agentforce for Healthcare and Life Sciences
• See pricing for Health Cloud and Life Sciences Cloud 
• Read the guide on how to become an agent-first health organization
• Read about our AI partnerships with ComplianceQuest, Honeywell, Hyro, and Infinitus
• See what analysts like Everest Group and IDC have to say about Salesforce Health

Any unreleased services or features referenced here are not currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available.

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