Provide Assessments to Analyze a Patient's Health | Health Cloud Administration

Health Cloud Assessments use the power of Discovery Framework and OmniStudio to build more complex questionnaire paths. You can complete assessments in two different formats. A healthcare professional administers assessments such as screeners or questionnaires over the phone or in person. Send an email notification to a patient with a link to access assessments as a guest user on an Experience Cloud site.

Available in: Enterprise and Unlimited editions with Health Cloud

Get Your Org Ready to Use Assessments
To enable Assessments, you must install OmniStudio, enable Discovery Framework, and update sharing settings.
Deploy Sample Assessments
Start or expand your library of assessments with prebuilt samples for healthcare. The samples illustrate common, standard healthcare interactions. If you’re new to assessments, the samples orient you to the typical configuration and use of assessments in a healthcare setting.
Create an Assessment with Discovery Framework
Create an assessment form using the OmniScript designer in the OmniStudio app. The Assessment Component shows assessments that you create using the Discovery Framework.
Give Users Access to Assessments
Create a permission set that enables users to view and complete an assessment.
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.
Set Up Assessments for an Experience Cloud Site
Add the assessment component to an Experience Cloud site.
Update an Existing Assessment for Patients to Complete on an Experience Cloud Site
A Discovery Framework assessment created before Summer ‘23 is missing a remote action that is needed for it to work on an Experience Cloud site. Edit the existing OmniScripts you want to use on an Experience Cloud site to include a remote action and key value pair to set the usage type.
Give Guest Users Access to Assessments
Give guest users on an Experience Cloud site the profile, permission sets, and object access needed to complete assigned assessments.