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Customize the Assessment Summary Flexcard Component

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Customize the Assessment Summary Flexcard Component

Clone and configure the Generative AI Assessment Summary Flexcard to manage suggested actions and custom components. You can either show or hide the Suggested Actions section as per your business requirements. Similarly, you can replace the existing component to use your own custom component. Activate your tailored design to equip care managers with instant and more relevant AI-driven patient assessment insights.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To customize a Flexcard: OmniStudio Admin permission set

Note: Clone the Flexcard only if you need to hide the suggested actions or update custom components. Otherwise, use the default version as is.

  1. From the App Launcher, find and select Flexcards.
  2. Open and clone the HealthCloudGenerativeAiAssessmentSummary Flexcard.
    Note
    Note You must retain the exact name HealthCloudGenerativeAiAssessmentSummary for your cloned Flexcard. To bypass system naming restrictions and keep this name, clone the default Flexcard once, and then clone that copy.
  3. In the cloned Flexcard, select the industries_common-assessment-generative-ai-summary Lightning component.
  4. Set showRecommendedActions to one of these values:
    • true: Show suggested actions.
    • false: Hide suggested actions.
  5. Depending on your business need, make any other changes to the Flexcard such as inserting a custom component.
  6. Save and activate the cloned Flexcard.
 
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