Assessments for standardized screening and patient data gathering
Key Takeaway
Choose Assessments, not Salesforce Surveys, when a requirement needs a scored screener, detailed intake, reusable versioned questions, or care plan recommendations.
Assessments are the Agentforce Health feature for structured, questionnaire-driven data gathering, such as standardized screeners and detailed patient intake. They are built on Discovery Framework and Omnistudio, so they can branch, read and write Salesforce data, score responses, and feed care plan recommendations. Salesforce Surveys is a separate, simpler tool for collecting feedback after an interaction.
Assessments or Salesforce Surveys
Choose Assessments for detailed intake and assessment that drives engagement and quality of care, such as a care transition assessment after discharge from inpatient care. Choose Salesforce Surveys for collecting feedback after an interaction, such as a post-surgery patient satisfaction survey or a member satisfaction survey.
Salesforce Surveys run on Salesforce standard objects. They are sent to patients and members by email. Assessments are the more powerful tool, as the differences below show.
| Assessments | Salesforce Surveys | |
|---|---|---|
| Branching | Strong branching logic within an Omniscript | Only between pages, not within a page |
| Formatting | Full formatting power of Omnistudio | Control of page formatting and backgrounds |
| Read and write of Salesforce data | Complex, through Omniscripts | Medium level, through the Data Mapper |
Some capabilities exist only in Assessments:
- Question sets
- Question version management
- Scoring
- Updating a question once so the change applies to all associated assessments
A requirement for a scored screener or reusable, versioned questions therefore points to Assessments, not Salesforce Surveys.
Priya runs a home health program. She wants to ask patients one quick question about their nurse after each visit. Because this is feedback after an interaction, Salesforce Surveys fits. She also wants a detailed intake form for new patients, where the next question on the same page changes with each answer. Salesforce Surveys branch only between pages, so she chooses Assessments for the intake.
Watch the name, because it has a history. Before Winter '23, Salesforce Surveys was named Assessments. The Assessments item in the patient navigation menu and its component still carry the Assessments name, but they are the Salesforce Surveys feature. The newer feature named Assessments is the one built on Discovery Framework and Omnistudio.