Patient Intake & Onboarding Agent for Health
Automates new-patient registration, insurance verification, and welcome flow. Designed for Patient Access Coordinators and built on Salesforce Health Cloud with human-in-the-loop guardrails by default.
Why Health teams need a patient access coordinator agent
Patient Access Coordinators are pulled into the same repetitive workflow every week — gathering data across Account (Person), Patient, Case, drafting updates, and chasing approvals. Without an agent, response time slips and "Time to first appointment" stays flat.
A purpose-built Patient Intake & Onboarding Agent
CRMTeam configures Agentforce to handle the routine pass of this workflow on Salesforce Health Cloud, while routing every consequential decision to a human reviewer. Reviewers can edit, reject or take over any thread.
- Trigger: New patient referral or self-registration.
- Primary KPI: Time to first appointment
- Estimated ROI: 50% reduction in intake processing time.
- Salesforce objects: Account (Person), Patient, Case, CarePlan
Outcome-priced delivery, not hourly billing.
A senior team, a fixed scope, and human-in-the-loop checkpoints from day one.
Map your data
We audit how Account (Person), Patient, Case are used in your org and lock the integration surface.
Configure the agent
We configure topics, actions, prompts and guardrails — including 2 human-in-the-loop checkpoints.
Ship and measure
Pilot, validate against the KPI ("Time to first appointment"), then roll out org-wide on a fixed, outcome-priced scope.