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How Healthcare Providers Improve Patient Access with Agentforce 360

Smarter Patient Access with Agentforce 360 for Health | Salesforce Healthcare AI Demo

Every day, patients navigate a healthcare system that wasn't designed around them: waiting on hold, repeating information, and delaying care because it's simply too hard. The problem isn't a lack of caring. It's fragmented data and disconnected systems leaving care teams overwhelmed.

In this demo, see how Salesforce Agentforce 360 for Health transforms patient access to care — from self-service scheduling to contact center efficiency — using unified patient data, pre-built healthcare workflows, and AI agents that actually take action.

Follow along as we show how Makana Health, a fictitious provider, uses Agentforce to give patients like Maria a seamless, frustration-free experience: booking specialist appointments in seconds, verifying benefits instantly through a real-time clearinghouse integration, and proactively flagging medication refills — all without a single hold queue or manual data entry.

Because Agentforce is grounded in a unified Patient 360 — pulling clinical and non-clinical data from EHRs, payer systems, wearables, and more — it delivers accurate, reliable AI your care teams can trust. The result: patients get the care they need faster, and your team focuses on what only humans can do.

Timestamps
00:00 — Introduction: The Patient Access Problem
00:17 — Why Most Healthcare AI Falls Short
00:35 — What Makes Salesforce Different: Built for Healthcare
01:00 — Data 360 for Health: Creating a Unified Patient 360
01:30 — Patient Self-Service: Maria Books a Specialist in Seconds
02:06 — Out-of-the-Box Provider Matching & Real-Time Scheduling
02:46 — EHR Integration with athenahealth: Instant Writeback
03:00 — Contact Center: AI-Powered Medical History at a Glance
03:26 — Benefits Verification with Real-Time Clearinghouse Integration
03:52 — Address Update & Proactive Medication Refill
04:16 — EHR Sync: No Duplicate Entry, No Switching Systems

Learn more:
https://www.salesforce.com/healthcare/
https://www.salesforce.com/healthcare/providers/
https://www.salesforce.com/healthcare/artificial-intelligence/
https://www.salesforce.com/healthcare/cloud/

#Healthcare #AgentforceHealth #Salesforce #HealthcareAI #PatientAccess #HealthIT #EHR #Agentforce #DigitalHealth #PatientExperience

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About Salesforce:
Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more.

Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.

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