Set Up the Behavioral Health App

Before your users can start using the Behavioral Health app, follow guided setup steps to configure related components and enable the app. The setup tasks have in-app links that help you assign permissions and set up required settings and features.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To use the Behavioral Health app: Health Cloud Behavioral Health App permission set

Your configuration includes:

  • Permission sets and permission set license assignments
  • Timeline with Assessments, Clinical Data, Engagement Data, and Patients Life Story
  • Provider Search
  • Intelligent Appointment Management
  • Notes
  • Assessments, which require the setup of OmniStudio and Discovery Framework
  • Care Plans
  • Medication Management
  • Person Account page layout
  • Action Launcher
  • Record alerts
  • App Default Layout
  • Video Calls
  • Behavioral Health App Settings
  1. From Setup, in the Quick Find box, enter Behavioral Health App Settings, and then select Behavioral Health App Settings.
  2. Follow the guided setup steps to configure Behavioral Health app components and enable the Behavioral Health App.