Provide personalized care and meet the individual needs of your patients by associating
the right care plans, goals, and problems with your start of care visit or recurring visit. It’s
essential that you partner with patients and help them play an active role in their healthcare to
optimize their care and improve health outcomes.
Required Editions
Use a predefined care plan or create a custom plan that meets your patient’s needs. After
you associate a care plan with a recurring visit, the same association is applied to all visits
that belong to the selected visit’s care service visit plan. If you update the care plan
association for one of the visits, all related visits are also updated.
Available in: Enterprise and Unlimited Editions with Health Cloud, the
Home Health Add-on license
User Permissions Needed
To associate care plans:
Manage Home Health and Care Plans Access permission set license
Before you begin, ensure that you’ve set up care plans, goals, and problems. If you
can’t find the care plan that you’re looking for, create one by clicking New Care
Plan under the Care Plan tab.
Note Home Health only integrates with care plans
created using Integrated Care Management.
From the App Launcher, find and select Home Health.
Go to the Accounts tab and open the patient’s record page.
In the All Home Visits section of the Home Health Visits component, select a visit, click
the Action button, and then select Associate Care Plan.
The Associate Care Plan window appears.
Do one of the following:
Select a care plan, and then click Associate. The care plan is
associated with the visit.
Select a care plan and problem, and then click Associate. The
problem, within the context of the care plan, is associated with the visit.
Select a care plan, problem, and goal, and then click Associate.
The goal, within the context of the problem and care plan, is associated with the visit.
That’s it, the care plan association is complete. You can see the details in the
Care Plan section.
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