It’s 2025 and healthcare organisations should be looking at ways to provide the most timely, efficient and accessible care. This is something that Salesforce fully understood and with this, they created Agentforce. Agentforce has the functionality to enhance the patient experience, streamline workflows and allow healthcare providers to focus on delivering higher-quality care. To fully understand how Agentforce can provide the healthcare industry with these benefits, we have listed the most relevant AI examples in healthcare and their impact.
Patient Requests and Case Management
Patients frequently require updates on medical test results, prescription orders or medical equipment deliveries. Agentforce can provide real-time tracking, reducing the need for phone enquiries. Additionally, these systems facilitate the processing of insurance refunds, incorrect billing corrections and returns of unused medical supplies, ensuring a clear, patient-friendly process for financial adjustments.
Agentforce supports modifications in medication orders, test appointments or home healthcare services, preventing miscommunication and ensuring continuity of care. It also aids in coordinating deliveries of prescriptions, medical devices and lab results, minimising uncertainty regarding delivery times and preventing lost or delayed items. Furthermore, real-time tracking of hospital resources, such as medications, PPE and medical devices, ensures healthcare facilities have the necessary supplies for patient care.
Health Information and Patient Education
Agentforce automated responses assist patients with enquiries about medication availability, medical device specifications and treatment options, helping them make informed decisions. Transparent information on medical service costs, insurance coverage and financial assistance options enables patients to plan for expenses related to treatments and procedures.
In addition, Agentforce’s automated recommendations guide patients to the appropriate services, such as specialists, rehabilitation programmes or preventive care screenings. Agentforce also provides support for enquiries regarding the maintenance and servicing of medical equipment, ensuring reliable access to functional medical tools for home use.
Financial and Transactional Support
Billing and payment support tools assist patients in understanding medical bills, insurance claims and payment options, reducing confusion and ensuring proper documentation. Agentforce also facilitates applications for medical payment plans or financial assistance programmes, ensuring access to healthcare services without financial strain.
Another AI Examples in Healthcare is how Agentforce handles transaction disputes, including billing errors, incorrect insurance claims and potential fraudulent charges, protecting patients from financial mistakes or unauthorised transactions. Additionally, it streamlines insurance claim submissions, eligibility checks and status tracking, simplifying the often complex claims process.
Technical Support for Patients and Staff
Technical troubleshooting tools within Agentforce help patients and staff resolve login issues for online health portals, telehealth services and electronic medical records, reducing barriers to accessing healthcare services. Furthermore, Agentforce can provide real-time updates on system outages affecting telemedicine platforms, hospital networks or scheduling systems to minimise disruptions to healthcare access.
Knowledge Assistance and Health Education
Agentforce’s automated responses provide quick answers to common patient enquiries, such as clinic hours, appointment policies and vaccination schedules, freeing up healthcare staff to focus on urgent cases. Knowledge management systems offer easy access to medical guidelines, educational materials and FAQs for both patients and healthcare staff, ensuring consistency in health information and guidance.
Patient Account and Membership Management
Agentforce supports enquiries about health programme memberships, such as wellness initiatives, senior care plans and chronic disease management programmes. Patients receive assistance with updating their health records, insurance details or contact information, preventing administrative delays due to outdated information.
Secure assistance with password resets, identity verification and two-factor authentication ensures reliable access to medical portals for both patients and staff.
Scheduling and Appointment Management
Agentforce automated scheduling facilitates routine check-ups, preventive screenings and follow-up visits, reducing conflicts and optimising provider availability. These systems manage reservations for therapy sessions, rehabilitation programmes and community health workshops, ensuring timely access to necessary health services.
In addition, Agentforce assists with scheduling medical consultations, diagnostic tests, vaccinations and surgical procedures, reducing wait times and improving coordination of patient care. Internal medical team meetings, specialist consultations and case reviews can also be scheduled efficiently, improving communication and collaboration among healthcare professionals.
Escalation to Human Representatives
When necessary, Agentforce automation directs complex medical or billing enquiries to the appropriate healthcare staff for personalised assistance, ensuring urgent cases receive immediate attention. Sentiment analysis helps identify signs of patient distress or dissatisfaction, escalating concerns to the appropriate care teams before they develop into major complaints.
Automated safety enquiries streamline the reporting of public health concerns, medication side effects or safety risks in healthcare facilities, ensuring timely intervention and appropriate response.
Other AI Examples in Healthcare Support Functions
Agentforce helps prioritise patient cases based on urgency, medical history and risk factors, ensuring resources are allocated efficiently, particularly in high-demand services. Centralised patient records, medical histories and treatment plans across healthcare departments improve coordination of care and reduce redundancy in data collection.
Additionally, Agentforce assists patients with applications for healthcare programmes, disability services or government-assisted medical coverage, ensuring applications are processed accurately and efficiently.
Final Thoughts
By implementing Agentforce, healthcare organisations can provide faster, more efficient and patient-centred services. From managing appointment scheduling and medical billing to supporting digital health access and technical troubleshooting, these solutions reduce administrative burdens, improve patient engagement and ensure continuity of care.
