Salesforce has introduced Agentforce for Healthcare, a powerful suite of pre-built AI skills and actions designed to assist healthcare providers, insurance companies, public health agencies, and life sciences organizations. Built on Health Cloud and Life Sciences Cloud, this solution empowers care teams, doctors, and service representatives by automating routine tasks, improving patient outcomes, and enhancing operational efficiency.

What Is Salesforce Agentforce for Health?

Agentforce for Health combines Salesforce’s HIPAA-ready platform with Data Cloud and the Atlas Reasoning Engine. By integrating with Electronic Health Records (EHR) like Athenahealth, scientific publications, and knowledge repositories, Agentforce enables real-time analysis and decision-making.

With pre-built AI-powered actions, healthcare teams can reduce administrative burdens, accelerate diagnosis and treatment, and deliver more personalized patient experiences.

Key Features and Benefits

Patient Support and Services

  • Find and Book Doctors: Patients can chat with Agentforce to find the right doctor based on location and preferences, and schedule appointments directly with Athenahealth integration.

  • Care Coordination: Before visits, care teams receive a full patient summary including medical history, referrals, and insurance benefits. With Availity integration, eligibility checks and approvals are instant.

  • Insurance Verification: AI-powered calls and integrations with tools like Infinitus.ai ensure faster coverage verification, preventing delays in treatment.

  • Customer Support: Patients can access self-service tools, update records, or track medical device orders, reducing pressure on support teams.

Public Health Applications

  • Disease Tracking: Real-time monitoring of outbreaks through lab reports, inspections, and immunization records helps agencies respond quickly.

  • Home Healthcare: For elderly or community care, Agentforce transcribes notes, calculates government benefit costs, and generates personalized care quotes.

Clinical Research Support

  • Patient Matching for Clinical Trials: AI analyzes patient data to identify diverse and compliant trial participants, accelerating recruitment.

  • Trial Site Selection: Researchers receive smart recommendations by analyzing feasibility questionnaires and site data.

  • Safety & Compliance: With ComplianceQuest, Agentforce automates safety issue reporting, detects recurring risks, and ensures drug manufacturing quality.

Availability & Roadmap

  • Available Now:

    • EMR & Clearinghouse integrations via MuleSoft

    • Patient services (provider matching, scheduling, benefits verification)

    • Clinical trial AI tools

    • Disease tracking features

  • Coming Soon:

    • Advanced patient service integrations – June 2025

    • Clinical trial site selection tools – June 2025

    • Home health and surveillance skills – June 2025

    • HCP engagement & medical inquiries – September 2025

Why Salesforce Agentforce for Healthcare Matters

Agentforce is transforming healthcare by bridging gaps between patients, providers, and researchers. By reducing paperwork, improving compliance, and speeding up approvals, it allows professionals to focus on what truly matters: patient care and well-being.

From matching patients with providers and verifying insurance to tracking diseases and supporting clinical trials, Salesforce Agentforce for Health is redefining what’s possible with AI-powered healthcare automation.

Stay Connected

For more updates on Salesforce innovations and healthcare AI solutions, make sure to follow The Pinq Clouds. Also, don’t forget to check out our official AppExchange listing for detailed offerings and solutions tailored to healthcare and life sciences.