Experience Cloud sites for patient, member and caregiver collaboration
Key Takeaway
A private Experience Cloud site extends the internal Agentforce Health console to patients, members, and caregivers. To keep collaboration private, enable the "External Sharing Model" and set external case sharing to Private.
In Agentforce Health, a private Experience Cloud site is where patients, members, and caregivers work with care coordinators and physicians outside the internal console. The site gives them an easy way to interact whenever and wherever they are. As the center of collaborative patient care, the site lets people see care plans, care teams, care programs, and timelines. People can also do self-service tasks, such as booking their own appointments.
Building a patient or member site
Patient Experience sites are available in Lightning Experience, in Enterprise and Unlimited Editions with Agentforce Health.
Site templates give users the same visual and functional experience on tablets, mobile devices, and desktops. The right starting point depends on what you are building.
If you want a quick rollout of a patient or member site...
Use Experience Builder with the Customer Service template.
If you are building an app for communicating with patients or members...
Choose the Agentforce Health Consumer App template.
If you are building for another purpose...
Choose the Customer Service template.
If patients or members need their own dedicated, branded app...
Use Salesforce Mobile Publisher. You can convert an existing Experience Cloud site into a mobile app, or create one from a template that Agentforce Health provides.
Basic customization, such as editing components and adding branding images, needs no code. For a more custom experience, you can add custom pages, use custom Lightning components, and expose more Salesforce objects.
The site URL cannot be changed after it is set, so choose a unique URL that works for the business before you create the site.