Assessments, Readable. Instantly.

Health Cloud health assessment records often present questions and responses in a format that is difficult to read — questions use raw system labels rather than plain English, and response values are stored in separate rows from their corresponding questions. This forces care staff to mentally reconstruct the full picture. GPTfy automates that reconstruction by producing a clean summary table directly on the record page.

GPTfy runs an assessment summary prompt against the health assessment record, anonymizes any PII, and sends the sanitized content to AI. The AI returns a structured table where questions are expressed in plain English and each response appears in the same row as its question — making the assessment easy to scan at a glance.

The AI-generated summary table is placed at the top of the record page so it is the first thing a care coordinator sees. The original underlying assessment data remains intact and accessible. Staff no longer need to navigate to the separate, harder-to-read assessment view for routine case reviews.

Yes. GPTfy anonymizes personally identifiable information before any assessment content leaves Salesforce. Patient identifiers are stripped within the org, and only the sanitized assessment text is sent to the AI provider. The raw assessment data stays in your Health Cloud environment.

Any assessment record in Health Cloud that stores questions and responses as separate rows — such as intake assessments, annual wellness screenings, or condition-specific questionnaires — is a candidate for AI summarization. The pattern applies broadly across assessment object types in the Health Cloud data model.

Yes. The prompt that drives the summary can be configured by your Salesforce admin to target specific assessment fields, reformat question labels, or include additional metadata from the record. GPTfy's prompt configuration is managed in Salesforce and does not require code changes.