Define a Problem Goal Intervention Library

Setting up a reusable Problem Goal Intervention (PGI) library helps you reduce the number of duplicate records in your org and maintain a greater level of data consistency across similar records. A PGI library consists of problem definitions, goal definitions, and action plan templates. Definitions in this library are used in care plan templates and are instantiated to their corresponding care plan components when users use those templates.

Required Editions

Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud

Note We recommend restricting write and edit access on the library to just the admins to help your org maintain the library’s data integrity.

1. Create a Problem Definition
   Problem definitions instantiate to problems when templates that use them are used to create care plans. You can record commonly used information in these definitions, such as ICD codes, names, and descriptions. This information is copied over to Health Condition records when they’re instantiated.
2. Create a Goal Definition
   Goal definitions instantiate to goals when templates that use them are used to create care plans. You can record commonly used information in these definitions, such as names, descriptions, and categories. This information is copied over to Goal Assignment records when they’re instantiated.
3. Create an Action Plan Template
   Action Plan Templates instantiate to action plans and their interventions when templates that use them are used to create care plans. You can record commonly used information in these definitions, such as the name, priority, duration, and so on. This information is copied over to Action Plan, Action Plan Item, and Task records when they’re instantiated.