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I created a survey, and in Health Cloud it shows that you can send it to a patient who is a member of a community.

 

How do I enable an agent to take an assessment on behalf of a patient?

 

But what if an agent wants to ask the patient questions over the phone? I would like the option for the agent to complete the survey for the patient. Based on the Spring '18 release readiness video, this seems to be an option, but I can't figure out how to enable it.

 

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2 件の回答
  1. 2018年6月25日 17:38
    @ed - The screenshot I posted is from the same link which you shared, look at the video at time of 1:54. 

     

    Adam partly answered my question on my separate post, but didn't respond to my follow-up.
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