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.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
User Permissions Needed
To create a goal template
Create access for Care Plan Template Goal
To edit a goal template
Edit access for Care Plan Template Goal
From the App Launcher, find and select Care Plan Template
Goals.
Click New.
In the Care Plan Template field, select the care plan template that
you want to add the goal to.
In the Goal Definition field, select a goal definition from your PGI
library.
Set the priority as High, Medium, or
Low.
Save your template.
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