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            Define Care Plan Templates

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            Define Care Plan Templates

            Define reusable care plan templates using the definitions you that you set up in your PGI Library. These templates determine the hierarchical structure of the care plans instantiated from them. Your users use these templates when they create care plans to add the problems, goals, and interventions they need.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            You can add interventions at the goal level, problem level, or directly at the care plan level. Similarly, you can add goals at the problem level or directly at the care plan level. However, you can add problems only at the care plan level.

            1. Create Care Plan Templates
              A Care Plan Template record acts as the top-level parent that houses all the problems, goals, and interventions under it.
            2. Add Problems to a Care Plan Template
              Add problems to a care plan template by creating care plan template problem records. A care plan template problem record references the appropriate care plan template and problem definition records in it.
            3. Add Goals Without Problems to a Care Plan Template
              Add goals without problems to a care plan template by creating a care plan template goal record. This care plan template goal record references the appropriate care plan template and goal definition records in it.
            4. Add Interventions to a Care Plan Template
              Add interventions to your care plan template by creating an action plan template assignment record. This record references an action plan template with the required interventions and the problem, goal, or care plan template where they’re required. Make sure you've published the care plan template.
             
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