Add the Assessment Component to the Patient Page

Add the Assessment component to the patient record page so that your care coordinators and call center agents can use it.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

User Permissions Needed
To add a component in App Builder:	Edit access for the page layout of the object where you’re adding the component

From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
Select Edit next to the patient record page.

You can also add the assessment component to an Account, Contact, or Case page.
Note
In the components side bar, choose Assessment and drag it onto the page.

Consider creating a custom Tab labeled Assessment in the main area of the page for the Assessment component.
Note
Edit the Tab Labels, as needed.
Select the Assessment Fields to display on the Assessment card.
Select the OmniScript Saved Session Fields and OmniProcess Fields to display on the Assessment card.
Click Save when you’re done editing the page.
To give your users access to the app page, you must activate it.

Health Cloud Administration