Enable Sample Assessments

Before your users can use sample assessments, you must install OmniStudio, enable Discovery Framework, and then deploy the sample assessments.

Available in: Lightning Experience

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


  1. Enable the Crisis Support Center Management app or the Behavioral Health app.
    To enable Crisis Support Center Management, you need the Health Cloud Crisis Support Center Management permission set license.
    1. From Setup, in the Quick Find box, enter Crisis Support Center Management App Settings or Behavioral Health App Settings, and then select Crisis Support Center Management App Settings or Behavioral Health App Settings.
    2. Turn on the app.
  2. Install OmniStudio.

    Every OmniStudio release has its own installation link.

    Note

    1. Go to the OmniStudio release summary documentation for a link to the current managed package installer.
    2. Install the OmniStudio Package.
  3. Enable Discovery Framework and sample assessments.
    1. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
    2. Turn on Discovery Framework, Import or Export, and Sample Templates.
  4. Deploy sample assessments.
    1. From Setup, in the Quick Find box, enter Discovery Framework Sample Templates, and then select Discovery Framework Sample Templates.
    2. Deploy the HC_CC and HC_BH samples.
  5. Activate the sample assessment OmniScripts.
    1. From the App Launcher, find and select OmniStudio.
    2. From the navigation menu, select OmniScripts.
    3. For each OmniScript, click the dropdown arrow, and then select Activate.
    Type/Subtype OmniScript

    BehavioralHealth/AUDITC

    AUDIT-C

    BehavioralHealth/GAD7

    GAD-7

    BehavioralHealth/PHQ9

    PHQ-9

    CrisisCenter/ImmediateRisk

    ImmediateRiskAssessment

    CrisisCenter/Intake

    Intake

    CrisisCenter/SafetyPlan

    SafetyPlanAssessment

  6. Activate the sample assessment Integration Procedures.
    1. From the App Launcher, find and select OmniStudio.
    2. From the navigation menu, select OmniScript Integration Procedures.
    3. For each Integration Procedure, click the dropdown arrow, and then select Activate.
    Type/Subtype OmniScript

    ImmediateRisk/Prefill

    HC_CC_IR_Prefill

    Intake/Prefill

    HC_CC_Intake_Prefill

    SafetyPlan/Prefill

    HC_CC_SP_Prefill

  7. To give guest users access to assessments, enable the Guest User Assessments feature and create the necessary profile, permissions, and object access. See Give Guest Users Access to Assessments.