Gain a better understanding of a client’s risk using screening assessments. Assessments
are useful tools that help you determine the behavioral state of a client. They help you
decide which treatments and services are most suitable for them. They also help identify
warning signs and the strategies clients can adopt to cope with a crisis.
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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You can launch assessments from the Action Launcher component in a case record page.
If your Salesforce admin has pinned frequently used assessments in the component
search bar, you can launch them with just one click. Specific record pages show
assessments related to a particular individual. The home page of the Crisis Support
Center Management app shows assessments for all the accounts assigned to you.
Intake Assessment
The Intake Assessment is usually the first assessment you’d administer to a client.
It helps you evaluate the client’s mental and behavioral state, so that you can
decide how to proceed with their case. It asks questions such as a client’s gender
identity, what their main concern is, and if they’re having suicidal thoughts. A
client in crisis may not always be able to express themselves clearly and
coherently, and this assessment can act as a guide in such cases.
Immediate Risk Assessment
The Immediate Risk Assessment helps you identify high risk clients. It determines
whether a client has had suicidal thoughts, how often they have such thoughts, and
if they intend to act on them.
Safety Plan Assessment
The Safety Plan Assessment helps a client identify their warning signs, coping
strategies, distractions, supports, professional supports, and safer environments.
On completion of the assessment, a safety plan is generated in a shareable PDF
format. You can share this file with low-risk clients who aren’t an immediate danger
to themselves or others. High-risk clients who require further treatment and
services may not benefit as much from this assessment.
You can find ongoing and completed assessments for each case under
Assessments in the Related subtab
of the case record page.
