Generative AI Assessment Summary

Equip care managers with intelligent treatment pathways to reduce manual planning efforts and standardize patient care. Accelerate overall clinical workflows and improve patient outcomes through faster intervention routing.

• 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.
• 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.
• 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.
• Configure the Acknowledgment Page for Assessment Summaries
  Verify and update all your existing assessment Omniscripts to include the custom Lightning component and show the Summarize button on the final acknowledgment page. Give care managers instant access to consolidated patient insights immediately after assessment completion.
• Set up Suggested Actions for Assessment Summaries
  Map your decision tables and MCG integration definitions within the Integrated Care Management settings to trigger automated suggestions from assessment summaries. Create custom global and object-specific quick actions to enable seamless updates directly from the summary.