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            Draft Assessment Questions With Assessment Generation

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            Draft Assessment Questions With Assessment Generation

            Transform how you deal with assessments with the help of Assessment Generation’s precise document analysis and intricate detail extraction. Start or expand your library of assessments by automatically generating assessment questions from a source document in PDF or DOCX format. Depending on your business needs, you can quickly consolidate these questions into a standardized or customized assessment.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To create draft questions: Generative AI Assessment Questions
            Important
            Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before using the generated questions, review the output for accuracy and safety. You assume responsibility for the output when creating assessments using the generated questions.

            Comply with healthcare regulations by confirming that the source document doesn’t include any personally identifiable information (PII). Also, you have the final say about the generated questions because you can always review, update, and delete questions to meet healthcare standards before consolidating them under an assessment form.

            1. From the App Launcher, find and select Assessment Question Source Document or Assessment Question.
            2. Click Draft Questions with Einstein.
            3. Upload the PDF or DOCX file.
            4. Select the checkbox to confirm that the file doesn’t contain PII and click Next.
              Einstein generative AI generates the draft questions from the document and creates an Assessment Question and Assessment Question Version record for each question. Einstein creates an Assessment Question Source Document record for the document. You also receive an in-app notification when Salesforce completes creating the questions.

              You can see a preview of the uploaded document and the generated draft questions.

              Note
              Note In some cases, source documents with images and tables generate inaccurate questions.
            5. Review each draft question for the text, response values, category, and data type.
            6. To update the question information, click Edit and make the necessary changes.
            7. To delete a question, click Delete and confirm your action.
              Salesforce deletes the Assessment Question and Assessment Question Version record of the selected question.
            8. If you want to add more questions in addition to the generated ones, click Add Question and specify the details.
            9. After you’ve reviewed the questions, click Save and Activate.
              Salesforce updates the status of the Assessment Question Source Document record to Completed.

              Share feedback about the output using the thumbs up and thumbs down buttons. You can also provide feedback as to why the output wasn’t helpful. Thumbs responses and additional feedback are shared only with Salesforce.

            Now that the assessment questions are ready for use, you can easily create assessment question sets and question forms with the help of Discovery Framework. Take a step further and use OmniScript Designer to build the layout and branching logic of the form, preview the form, and activate and deploy the form.

            Your users can then use the assessments to analyze a patient's health and improve their health outcomes.

            See Also

             
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