Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Administer Health Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Assessment Prefills

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Health Cloud

            Set Up Assessment Prefills

            To enable prefilled assessments for Discovery Framework-based internal assessments, clone the HealthCloudICMPrefillAssessmentQuestionResponses integration procedure. Then, embed it in the Omniscript of the assessment you want to enable prefills for. With assessment prefills enabled, Integrated Care Management automatically prefills a patient's newly launched assessment based on the the most recent and relevant responses from previously submitted responses for the same assessment.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To configure integration procedure: OmniStudio Admin permission set
            1. Clone and activate the integration procedure for prefilling assessments.
              1. From the App Launcher, find and select OmniStudio Integration Procedures.
              2. Find and select HealthCloudICMPrefillAssessmentQuestionResponses.
              3. Click Create Version.
              4. Enter a name for the integration procedure.
              5. Save your changes.
              6. Click Activate Version.
            2. Add the cloned integration procedure to the Omniscript of the assessment that you want to enable prefills for.
              1. Open the Omniscript of the assessment you want to enable prefills for in Omniscript Designer.
              2. Before you configure the Omniscript, click Deactivate .
              3. From the Elements panel, drag the Integration Procedure action onto an editable part of the page.
              4. In the Integration Procedure Action Properties panel, for Integration Procedure, select the integration procedure you cloned earlier.
              5. In the Remote Properties section, for Extra Payload, enter contextId for Key and %ContextId% for Value.
              6. Click Add Key-Value Pair, then enter omniProcessId for Key and the Omniprocess ID of the Omniscript for the Value.
              7. Click Add Key-Value Pair again, then enter launchContext for Key and the %launchContext% for the Value.
              8. In the Send/Response Transformations section, for Response JSON Path, enter assessmentPastResponses.
              9. Save and activate the Omniscript.
            3. Configure the look-back period to determine how many days to look back for previous assessment responses.
              1. From Setup, in the Quick Find box, enter Integrated Care Management Settings, and select Integrated Care Management Settings.
              2. In the Look-Back Period for Assessment Prefills section, click Configure Look-Back Period.
              3. Enter a number between 1 and 720 to set as the look-back period.
              4. Save your changes.
              We recommend setting a session timeout to protect sensitive patient and clicnial data. To set a sesison timeout for prefilled assessments, see Setting the Session Timeout.
             
            Loading
            Salesforce Help | Article