Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Interventions to a Care Plan Template

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To assign an action plan template Create access for Action Plan Template Assignment
            To edit an action plan template assignment Edit access for Action Plan Template Assignment
            1. From the App Launcher, find and select Action Plan Template Assignments.
            2. Click New.
            3. In the Associated Object field, select a problem definition, goal definition, or care plan template where you want to add interventions
            4. In the Action Plan Template Version field, select the action plan template with the interventions you want to add to your template. You must select an action plan template whose associated object is the same as the action plan template's target object.
            5. Save your assignment.

            That’s it; you’ve now created a care plan template with problems, goals, and interventions.

             
            Loading
            Salesforce Help | Article