Patient Context. In One Read.

GPTfy reads all case comments on a Health Cloud record, anonymizes any patient-identifiable information, and sends the sanitized content to AI. The result is a concise summary of the case status and a sentiment reading — delivered directly on the record page without requiring the care team to scroll through individual messages.

GPTfy masks personally identifiable information from case comments before any data leaves Salesforce. This ensures patient names, contact details, and clinical identifiers are stripped before the content reaches an AI provider, supporting your compliance obligations under data protection regulations.

The AI returns a summary that indicates whether the patient's tone across case interactions is positive, negative, or neutral. This gives care coordinators an immediate read on patient disposition — for example, whether a policyholder is engaged and receptive or frustrated — without reviewing every email individually.

Yes. The AI summary surfaces at the top of the record as a quick-read layer. The original case comments remain fully accessible underneath. Staff who need deeper context can refer to those comments, but now they approach them with the summary already in mind — saving time and reducing cognitive load.

Any case with multiple email threads or comment entries — such as plan adjustment inquiries, coverage disputes, or ongoing care coordination conversations — benefits from automated summarization. Cases with five or more comments typically see the largest time savings for the care team.

Yes. The demo shows a policyholder managing a pulmonary disease and diabetes inquiry — a multi-touch, multi-email case. GPTfy pulls together the full context of those exchanges, including scheduling confirmations and expert referrals, and distills them into a single readable summary for the care coordinator.