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            Configure Assessments for Crisis Support Center Management

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            Configure Assessments for Crisis Support Center Management

            Assessments help counselors gain a better understanding of a client’s risk. To use and customize samples of standard intake, risk, and safety plan assessments, you must install OmniStudio, enable Discovery Framework, and then deploy the sample assessments.

            Required Editions

            Available in: Lightning Experience

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

            To install OmniStudio, enable Discovery Framework, and update Sharing Settings, see Get Your Org Ready to Use Assessments.

            To deploy sample assessments, see Enable Sample Assessments.

            • Make Assessments Available to Crisis Support Center Management Users
              Grant users the required access and permissions to use assessments. Add the Assessments related list to the Case page layout so counselors can quickly find completed and ongoing assessments associated with a case. Configure an Action Launcher deployment with assessments and place the component in a case record page.
             
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