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          Prefill Health Cloud Assessment Questions with Previously Submitted Responses

          Prefill Health Cloud Assessment Questions with Previously Submitted Responses

          Save the effort of entering or requesting the same information multiple times. Improve patient interactions by verifying auto-populated data from previous assessment responses and focusing more energy on the patient’s current concerns.

          Required Editions

          Available in: Lightning Experience

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

          Be selective when you set up questions to prefill. For example, prefill questions with answers that aren't likely to change (1), (2). Don't prefill questions about current symptoms. Questions that you don’t set up to prefill appear blank (3).

          Sample intake assessment with specific questions prefilled

          Enable and configure prefilled questions by using the Discovery Framework data model. To designate specific questions to prefill, use the prefill assessment question decision table and the prefill with decision table integration procedure.

          Keep in mind that:

          • On Experience Cloud sites, assessments show prefilled questions only for authenticated users, not for guest users.
          • To use prefilled questions, community users must have Read access to the Account, Case, Contact, Saved for Later, Omni Process, and Response Context fields on the Assessment object. If you don’t want community users to have Read access to these fields, remove the corresponding filters from the GetAssessmentIdForContext Omnistudio Data Mapper.
          • Questions are prefilled only on newly opened assessments. If an assessment is saved as a draft, its questions aren’t evaluated or prefilled when the user opens it again to complete it.
          • To prefill a question, the prefill with decision table integration procedure (DiscoveryFramework_PrefillWithDecisionTable) uses the responses from the most recently completed assessment. The integration procedure doesn’t use responses from assessments saved as drafts.
           
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