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Salesforce Unveils New AI Solutions for Healthcare Workers

March 8, 2024

On Thursday, Salesforce revealed fresh data and artificial intelligence solutions tailored to alleviate the hefty administrative burdens faced by healthcare professionals, especially doctors.

The primary tool is being dubbed Einstein Copilot: Health Actions, and it helps facilitate doctors in scheduling appointments, condensing patient information, and issuing referrals through AI-powered conversational prompts. Additionally, Salesforce introduced Assessment Generation, streamlining the digitization of health assessments such as surveys without the need for manual input or coding.

These advancements are anchored on Salesforce’s Einstein 1 Platform, enabling healthcare organizations to consolidate medical data from disparate sources like insurance claims systems and electronic health records into a single accessible interface.


Administrative tasks, notably paperwork, pose a significant challenge for healthcare workers, contributing substantially to physician burnout, as highlighted by a recent Athenahealth survey. Over 90% of physicians reported experiencing burnout regularly, with 64% feeling overwhelmed by administrative obligations.

The complexity quickly escalates due to the fragmented storage of healthcare data across various databases and multiple formats, impeding clinicians’ efficiency in retrieving the needed essential information about their patients or cases. Consequently, there’s a burgeoning opportunity for tech giants such as Google, Amazon Web Services, and Salesforce to streamline data unification across healthcare systems via cloud-based customer relationship management tools.

Salesforce’s Einstein Copilot: Health Actions empowers physicians to generate comprehensive patient summaries encompassing medications, clinical service requests, diagnoses, and tests. This AI-driven summary eliminates the need for physicians to individually source each component, and as a result will help alleviate time management and workflow efficiency for users.


The Assessment Generation tool is slated for a general release in the summer, while Einstein Copilot: Health Actions is expected to be fully operational and available by the year-end. Furthermore, Salesforce assures that all Einstein Copilot features will comply with the HIPAA regulations that will be starting this summer.

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