Every patient’s journey is different. Once you’ve selected care plan templates, you can customize them by selecting the problems, goals, and tasks that apply to your patient.
Health Cloud is available in Salesforce Classic
Available in: Enterprise, Performance, and Unlimited Editions
A patient must be a community user to have a task assigned. If the patient isn't a community user, patient tasks are assigned to the care coordinator.
The Customize to Patients tab is where you tailor the care plan to meet your patient’s unique healthcare needs.
Select the name of the care coordinator (4) who is responsible for care coordination tasks, like scheduling appointments and making follow-up calls. If the patient isn’t a community member and can’t be assigned to a task, the care coordinator is assigned these tasks. Only care coordinators who are internal Salesforce users appear in the list.
Select the date (5) that the care plan starts for the patient.
This date is the anchor date for the problems, goals, and tasks associated with the care plan. Tasks that have an offset date use this date as the starting point and add the assigned offset to the start date. For example, if the template start date is December 9 and a task offset is +7 days, the task’s due date is December 16.
Remove any of the items that don’t apply to your patient (6) by clearing the checkbox.
Each care plan template appears with the associated problems selected by default. If a problem or goal doesn’t apply to the patient, you can remove it and its child items from the care plan. For example, if a patient already has supplies for blood glucose control, you can remove the task for purchasing supplies. When you remove a problem, you remove the goals and tasks associated with it.
Expand individual sections of problems, goals, and tasks by clicking the triangles (7).
When you expand the list of tasks, you can see the owner, priority, and number of offset days.
If you click the Back
button, you lose your changes.