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Customize the Assessment Summary Flexcard Component

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 configure the visibility of suggested actions and 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 Make sure that you retain the name HealthCloudGenerativeAiAssessmentSummary for the cloned Flexcard.
  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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Salesforce Help | Article