Assessments vs Surveys

Both Assessments and Salesforce Surveys for Health Cloud help you to improve care management by gathering feedback from patients and members. Compare the capabilities of each feature to decide which one best meets your requirements.

Available in: Lightning Experience

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


Assessments Salesforce Surveys for Health Cloud
Primary use case Detailed intake and assessment of patients and members to drive engagement and improve quality of care. For example, a care transition assessment to ensure coordinated and safe care after discharge from inpatient care. Collecting feedback from patients and members after an interaction. For example, a post-surgery survey to determine patient satisfaction.
Powered by Discovery Framework and OmniStudio Salesforce standard objects
Formatting flexibility Full power of OmniStudio can be applied Can control page formatting and backgrounds
Branching Powerful branching logic within OmniScript Inter-page branching is supported, but not branching within a page
Read/Write from Salesforce data High - Can use OmniScripts for complex read/write operations Medium - Uses the Data Mapper
Administration Administered by a care coordinator over the phone or in person, or sent to the patient/member from Health Cloud using email Sent to the patient/member using email
Question sets Yes No
Question version management Yes No
Updating a question updates all associated Assessments Yes No
Scoring Yes No