Every Patient. Complete Context.

A patient 360 view is a single, synthesized snapshot of everything relevant about a patient's current situation — their conditions, open questions, prior interactions, coverage concerns, and emotional disposition. Without it, care teams must piece together context from multiple case comments, emails, and records before every interaction. GPTfy generates this view automatically from Health Cloud case history, so coordinators arrive at every patient interaction fully prepared.

GPTfy reads all case comments and email history on the Health Cloud case, then synthesizes a summary that covers the patient's stated conditions, the coverage questions they have raised, the status of any prior conversations or commitments, and the patient's overall disposition based on the interaction history. This gives the care team full context without reading every message.

A standard case summary tells you what happened. A patient 360 view tells you who this patient is, what they need right now, and how they are feeling about their care journey. GPTfy's 360 prompt is designed to surface the full relational context — conditions, open threads, lifestyle considerations, and patient sentiment — giving care staff the kind of context they would have if they had been on the case from the beginning.

Yes. GPTfy anonymizes personally identifiable information from case content before any data leaves Salesforce. Patient names, contact details, and health identifiers are stripped within the org before the sanitized case history is sent to the AI provider. Raw data stays in your Health Cloud environment.

The 360 view is most valuable when a care team member is handling a case for the first time — such as after a handoff, reassignment, or when picking up an open case from a queue. It is also useful before scheduled patient calls or care plan reviews, where arriving without full context risks a poor patient experience.

Yes. The 360 view provides the context layer that makes AI-generated patient communications accurate and relevant. Once a care coordinator has the 360 summary in view, they can run a follow-up email or response prompt that draws on that same case context — producing communications that reflect the patient's actual situation rather than a generic template.