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          Add Goals Without Problems to a Care Plan Template

          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
          1. From the App Launcher, find and select Care Plan Template Goals.
          2. Click New.
          3. In the Care Plan Template field, select the care plan template that you want to add the goal to.
          4. In the Goal Definition field, select a goal definition from your PGI library.
          5. Set the priority as High, Medium, or Low.
          6. Save your template.
           
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          Salesforce Help | Article