Assessments help counselors gain a better understanding of a client’s risk. To use and
customize samples of standard intake, risk, and safety plan assessments, you must
install OmniStudio, enable Discovery Framework, and then deploy the sample
assessments.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
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To install OmniStudio, enable Discovery Framework, and update Sharing Settings, see Get Your Org Ready to Use Assessments.
To deploy sample assessments, see Enable Sample Assessments.
- Make Assessments Available to Crisis Support Center Management Users
Grant users the required access and permissions to use assessments. Add the Assessments related list to the Case page layout so counselors can quickly find completed and ongoing assessments associated with a case. Configure an Action Launcher deployment with assessments and place the component in a case record page.
