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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Set up Workspace for addressing healthcare-related requests

Set up Healthcare Workspace to enable healthcare agents to view patient information and manage healthcare-related cases.

TaskDescription
Configure patient information in Healthcare workspace.Configure the Patient information related list inHealthcare workspace used by healthcare agents.
Display patient information on a healthcare case.Enable healthcare agents to view relevant patient information within a healthcare case.

Note: For more information about the tasks required for setting up Healthcare workspace for agents, see Setting up your Configurable Workspace.