
How Healthcare Providers Improve Patient Access with Agentforce 360
Salesforce Product Center10 July 2026Watch on YouTube
Description
Smarter Patient Access with Agentforce 360 for Health | Salesforce Healthcare AI Demo Every day, patients navigate a healthcare system that wasn't designed around them: waiting on hold, repeating information, and delaying care because it's simply too hard. The problem isn't a lack of caring. It's fragmented data and disconnected systems leaving care teams overwhelmed. In this demo, see how Salesforce Agentforce 360 for Health transforms patient access to care — from self-service scheduling to contact center efficiency — using unified patient data, pre-built healthcare workflows, and AI agents that actually take action. Follow along as we show how Makana Health, a fictitious provider, uses Agentforce to give patients like Maria a seamless, frustration-free experience: booking specialist appointments in seconds, verifying benefits instantly through a real-time clearinghouse integration, and proactively flagging medication refills — all without a single hold queue or manual data entry. Because Agentforce is grounded in a unified Patient 360 — pulling clinical and non-clinical data from EHRs, payer systems, wearables, and more — it delivers accurate, reliable AI your care teams can trust. The result: patients get the care they need faster, and your team focuses on what only humans can do. Timestamps 00:00 — Introduction: The Patient Access Problem 00:17 — Why Most Healthcare AI Falls Short 00:35 — What Makes Salesforce Different: Built for Healthcare 01:00 — Data 360 for Health: Creating a Unified Patient 360 01:30 — Patient Self-Service: Maria Books a Specialist in Seconds 02:06 — Out-of-the-Box Provider Matching & Real-Time Scheduling 02:46 — EHR Integration with athenahealth: Instant Writeback 03:00 — Contact Center: AI-Powered Medical History at a Glance 03:26 — Benefits Verification with Real-Time Clearinghouse Integration 03:52 — Address Update & Proactive Medication Refill 04:16 — EHR Sync: No Duplicate Entry, No Switching Systems Learn more: https://www.salesforce.com/healthcare/ https://www.salesforce.com/healthcare/providers/ https://www.salesforce.com/healthcare/artificial-intelligence/ https://www.salesforce.com/healthcare/cloud/ #Healthcare #AgentforceHealth #Salesforce #HealthcareAI #PatientAccess #HealthIT #EHR #Agentforce #DigitalHealth #PatientExperience --------- Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe Learn more about Salesforce: https://www.salesforce.com Facebook: https://www.facebook.com/salesforce Twitter: https://www.twitter.com/salesforce Instagram: https://www.instagram.com/salesforce LinkedIn: https://www.linkedin.com/company/salesforce About Salesforce: Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more. Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.
What you'll learn
- Agentforce 360 for Health enables patients to self-service schedule appointments and verify benefits, eliminating hold queues and manual data entry.
- The unified Patient 360 combines clinical and non-clinical data from EHRs, payer systems, and wearables into one integrated source.
- Real-time integration with systems like athenahealth enables automatic writeback and eliminates duplicate entries across systems.
- AI agents support contact centers by making medical history instantly available and enabling proactive tasks like medication refills.