Make Sample Assessments Available to Users

Grant users the required access and permissions to use the sample AUDIT-C, GAD-7, PHQ-9, intake, risk, and safety plan assessments. Integrate sample assessments into your workflow by using the Action Launcher or Assessment component in Integrated Care Management, the Crisis Support Center Management app, and the Behavioral Health app.

Available in: Lightning Experience

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


Restrict access to assessments based on the skills and qualifications of your users. Create user roles based on the assessments that different types of users can administer. Then set up sharing rules for assessments that align with the user roles.

Tip

To assign users and create a permission set, see Give Users Access to Assessments.

To customize the questions and forms that comprise the sample assessments, use Discovery Framework. See Work with Discovery Framework.