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Assign Permission Sets for Assessment Summaries

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Assign Permission Sets for Assessment Summaries

Assign permissions according to each user's responsibilities. Care coordinators need the appropriate permissions to generate a summary and manage suggested actions.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To assign permission sets: Health Cloud Foundation permission set

Prerequisite: Configure Unmetered User Based AI Permissions and assign the permission set to your users who generate assessment summaries.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Select a user.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. Assign these permission sets:
    • Care Plans Access
    • Context Service Runtime
    • Health Cloud Foundation
    • Prompt Template User
    • Generative AI Assessment Summary
    • The permission set that you created for unmetered AI usage.
  5. Save your changes.
 
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