Deloitte's Agentic Patient Services Agents
Reimagine patient services with Agentic Patient Services Deloitte’s suite of agentic agents purpose-built for Salesforce Life Sciences Cloud. Deploy intelligent, autonomous AI agents to transform and streamline critical patient services workflows—driving efficiency, accuracy, and better outcomes. Agentic Patient Services features advanced agents designed to optimize your workflows across Patient Services Journey such as: Document Triage: Autonomously triage incoming documents and intake forms for extraction, categorization and linking. Intake and Onboarding: Identify and resolve duplicate patient records using advanced reasoning, ensuring accurate de-duplication without the risk of incorrect merging. Autonomously collects missing information from patients and providers by leveraging most efficient outreach channels. Adherence and Care Management: Agents autonomously monitor patient adherence to recommend personalized engagement plans based on risk assessment, patient segmentation and past engagement history.
Top keywords
- patient8×6.25%
- patient services5×3.91%
- services5×3.91%
- agents4×3.13%
- agentic3×2.34%
- autonomously3×2.34%
- adherence2×1.56%
- advanced2×1.56%
- agentic patient2×1.56%
- agentic patient services2×1.56%
- engagement2×1.56%
- intake2×1.56%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
