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Set up Suggested Actions for Assessment Summaries

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Set up Suggested Actions for Assessment Summaries

Map your decision tables and MCG integration definitions within the Integrated Care Management settings page to trigger automated suggestions from assessment summaries. By default, all global actions and custom actions for creating and updating care plans are available as suggested actions. In addition, you can create custom global actions and object-specific quick actions to enable seamless updates directly from the summary.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To set up suggested actions: Health Cloud Foundation permission set
  1. Configure care plan suggested actions for internal assessments.
    1. Set up a decision table for internal assessments.
    2. From Setup, enter Integrated Care Management in the Quick Find box, and then select Integrated Care Management Settings.
    3. In the Decision Table for Suggested Care Plan Actions section, click Edit.
    4. Search and select the decision table you configured for suggested care plan actions.
  2. Configure care plan suggested actions for MCG assessments.
    1. Set up an integration definition for MCG assessments.
    2. Set up your org for MCG assessments and care guidelines.
    3. From Setup, in the Quick Find box, enter Integrated Care Management, and then select Integrated Care Management Settings.
    4. In MCG Integration Definition, for Integration Definition Name, click Edit and select the integration definition you configured for connecting with the MCG system for accessing assessment guidelines and care plan suggested actions.
  3. Configure global actions to use as suggested actions, as required. For example, New Case, New Account. Make sure that you use the standard layout of the object.
  4. Create object-specific quick actions for objects available in the MemberProfile context definition, as required. For example, New Health Condition Detail.
    Note
    Note You can enable or disable global actions, or add actions for objects that aren't supported in the default context definition by updating the prompt template. For more information, see Update Prompt Templates.
    Note
    Note No additional configuration is necessary to set up the custom actions for creating and updating care plans.
 
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