Capability prerequisites before deploying a specific Agentforce Health feature
Key Takeaway
Name the feature first, then check that feature's prerequisite list, because the lists differ by feature and even by customer type (payer or provider).
Agentforce Health is a set of features that you enable only when they fit the business. Each feature has its own prerequisites that must be in place before users can work with it, such as Person Accounts, Omnistudio, a clinical data model, permission sets, licenses and reference data. Utilization Management, Integrated Care Management, Assessments and Intelligent Appointment Management are all available in Lightning Experience on Enterprise and Unlimited Editions with Agentforce Health.
Omnistudio as a shared building block
Several Agentforce Health features share Omnistudio as a building block. Business Rules Engine and Decision Explainer also require Omnistudio. Omnistudio provides these tools:
- Omniscripts for guided flows
- Flexcards to show data and launch actions
- Integration Procedures for server-side data work
- Omnistudio Data Mappers to move and transform data
Before anyone uses Omnistudio, set up and assign the Omnistudio permission sets.