Turn on external user assessments, and then select the customized Send Assessment Email
template flow to use to send assessment notifications to patients. Select the default expiration
date for the assessment envelopes.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
Health Cloud Customer Community or Health Cloud Customer Community Plus license.
User Permissions Needed
To configure assessments:
Industries Assessment permission set license
From Setup, in the Quick Find box, enter Assessment, and select
Assessment Settings.
Turn On External User Assessments.
Set the default number of days until the assessment envelope expires.
Note The assessment envelope contains all the assessments that the user assigns to the
patient. The user can change the default expiration date before sending the assessments, but
the expiration date can’t exceed 30 days.
In Send Email Assessment Flow, click Edit.
Select the Send Email Assessment Flow that is customized to meet your business
processes.
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