Empower your care managers to condense lengthy assessments into concise insights so they can instantly compare historical data and spot critical health trends. Link extracted details directly to source records so care managers can confidently verify summaries within the broader context of the assessment and the person 360 profile. Surface highly relevant recommendations directly within the summary by using standard and custom actions. Accelerate overall decision-making by presenting the right interventions upfront to help your team schedule appointments, create referrals, and update care plans without ever navigating away.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud and Agentforce for Health Cloud add-on licenses.
When: This feature is available starting August 31, 2026.
Who: This feature is available to users with the Care Plans Access, Context Service Runtime, Health Cloud Foundation, Prompt Template Manager, Prompt Template User, Generative AI Assessment Summary permission sets along with the custom permission set that uses the Unmetered User-Based AI permission set license.
How: From Setup, go to Discovery Framework Settings, select General Settings, and turn on Generative AI Assessment Summary. In the Assessment Summary Prompt Template field, select the Generate Assessment Summary prompt template.