While a consultant is implementing Integrated Care Management for a customer, the customer requests that a change is made to the Care Plan creation…

In Salesforce Health Cloud's Integrated Care Management, the Care Plan creation wizard is built

using OmniScript. To customize this wizard, consultants should modify the underlying OmniScript

components.

Understanding OmniScript:

Purpose: OmniScript is a declarative tool within Salesforce OmniStudio that enables the creation of

guided, interactive workflows, commonly referred to as wizards. These scripts guide users through

complex processes, ensuring data consistency and enhancing user experience.

Key Features:

Declarative Configuration: Allows for the creation and modification of scripts without the need for

custom code.

Reusable Components: Facilitates the use of pre-built elements to streamline the development

process.

Integration Capabilities: Supports integration with various data sources and systems, enabling

comprehensive data handling.

Customizing the Care Plan Creation Wizard:

Access the Relevant OmniScript:

Identify the OmniScript associated with the Care Plan creation process. This script defines the steps

and user interface elements presented during care plan creation.

Modify the OmniScript:

Add or Remove Steps: Adjust the sequence of steps to align with the desired workflow.

Customize Input Fields: Alter field properties, such as labels, default values, and validation rules, to

meet specific requirements.

Incorporate Business Logic: Implement conditional logic to tailor the user experience based on input

data or user roles.

Test the Customized OmniScript:

Conduct thorough testing to ensure that the modifications function as intended and provide a

seamless user experience.

Reference:

Create an Enhanced Care Plan Using Care Plan Templates: For insights into how OmniScript is utilized

in the care plan creation process, refer to Salesforce's documentation: Create an Enhanced Care Plan

Using Care Plan Templates

Create Care Plans from Care Gaps by Using an OmniScript Flow: To understand the application of

OmniScript in creating care plans from care gaps, see: Create Care Plans from Care Gaps by Using an

OmniScript Flow

Conclusion:

Customizing the Care Plan creation wizard in Integrated Care Management involves modifying the

associated OmniScript. By tailoring this script, consultants can enhance the care plan creation

process to better meet the specific needs of their organization.