Streamlining Clinical Document with Agentforce
About Client
Our healthcare client focuses on transforming midlife and menopause care through personalized, evidence-based virtual consultations. The company combines clinical expertise with technology to deliver structured assessments, symptom tracking, and data-driven care plans. By prioritizing comprehensive and context-aware healthcare, our client empowers women with clarity, confidence, and clinically guided decision-making.
Industry
Health and Human Services
Products
Salesforce Prompt Builder
Google Gemini 2.5 Flash, accessed through the Einstein Trust Layer
Salesforce Health Cloud
InterFAX
Challenges
- Lack of structured data from scanned clinical faxes.
- Manual effort to read, identify, match, and file every document.
- Difficulty handling varied formats across requisitions, prescriptions, and referrals.
- Risk of incorrect client matching and associated clinical safety concerns.
- Poor document discoverability due to fax-based file names.
- Lack of automated task routing for care teams.
Solutions
- Implemented Salesforce Prompt Builder to extract clinical data from incoming faxes.
- Enabled generative AI to capture client details and clinical information as structured data.
- Integrated Google Gemini 2.5 Flash through the Einstein Trust Layer for document extraction.
- Automated client matching using name, date of birth, or health card number.
- Renamed clinical documents using searchable client-specific naming conventions.
- Created automated cases and routed fax-related tasks to the client care queue.
- Enabled both automatic and manual document extraction workflows.
- Configured prompts to support multiple clinical document types without layout-specific parsers.
Results
- Converted scanned clinical documents into structured, searchable data.
- Turned inbound faxes into routed care tasks with documents and extracted data attached.
- Enabled one configurable AI prompt to process multiple clinical document types.
- Simplified AI updates through version-controlled Prompt Builder configuration.
- Processed clinical documents within the Einstein Trust Layer and its data-retention controls.
