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Enable Generative AI Assessment Summaries

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Enable Generative AI Assessment Summaries

Turn on the required org preference and select the prompt template used to generate assessment summaries. These settings enable the feature for users who have the required access. The selected prompt template determines the instructions and context used to generate an assessment summary.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To enable assessment summary: Health Cloud Foundation permission set

Before you configure assessment summaries:

For more information on the LLM models supporting PDFs, see LLM Model Support.

  1. From Setup, in the Quick Find box, enter Health Cloud, and then select Health Cloud.
  2. Turn on Einstein for Health Cloud.
  3. Enable Agentforce.
  4. Turn on Context Services.
  5. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
  6. If it isn't already enabled, turn on Discovery Framework.
  7. Turn on Generative AI Assessment Summary.
  8. In Assessment Summary Prompt Template, click Edit and select Generate Assessment Summary prompt template to use for assessment summaries.
    Note
    Note To customize the Generate Assessment Summary prompt template for your unique business needs, clone the template, make the required changes, activate it, and then select the cloned template from this field. For more information, see Update Prompt Templates.
  9. Save your changes.
 
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