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Deloitte's Agentic Patient Services Agents

Reimagine Agentic patient services with Deloitte's Suite of Agents

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Agentforce ContentsAgentforce Contents
Actions: 13
Subagents: 3
Agents: 2
Industries
Healthcare & Life Sciences
Business Need
Productivity
Agent Productivity
Case Management
Requires
Agentforce
Compatible With
Service Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Agentic Patient Services/ver 1.1 1.1.0
Listed On
07/01/2026
Latest Release
07/01/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
Actions: 13
Subagents: 3
Agents: 2
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 14
Custom Tabs: 4
Custom Apps: 2
Lightning Components
Global: 5
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/08/2025

Additional Details

Reimagine patient services with Agentic Patient Services Deloitte’s suite of agentic agents purpose-built for Salesforce Life Sciences Cloud. Deploy intelligent, autonomous AI agents to transform and streamline critical patient services workflows—driving efficiency, accuracy, and better outcomes. Agentic Patient Services features advanced agents designed to optimize your workflows across Patient Services Journey such as: Document Triage: Autonomously triage incoming documents and intake forms for extraction, categorization and linking. Intake and Onboarding: Identify and resolve duplicate patient records using advanced reasoning, ensuring accurate de-duplication without the risk of incorrect merging. Autonomously collects missing information from patients and providers by leveraging most efficient outreach channels. Adherence and Care Management: Agents autonomously monitor patient adherence to recommend personalized engagement plans based on risk assessment, patient segmentation and past engagement history.

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Deloitte Digital

New York, NY