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            Create Multiple Care Plan Record Types

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            Create Multiple Care Plan Record Types

            Create custom care plan record types to give care coordinators the flexibility to use different types of care plans for the people they manage.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            Health Cloud comes with a default care plan that’s ready to use. But care coordinators work with people who have varying needs and concerns. Using custom metadata, you can create many types of care plans that care coordinators can employ to provide customized patients or members care. The first step is to create a case page layout and corresponding record type.

            Note
            Note Make sure to use record types that are associated with a care plan record when creating custom care plans. Record types based on standard case records aren't supported for care plans.

            To use multiple care plan record types, if you have cloned permission sets, you must add Read and Edit permissions to the Care_Plan_Record_Type_Name and Care_Plan_Record_Type_Namespace fields on the Lead object. Users without permissions on these fields can access the default care plan record type only.

            Add a Case Page Layout

            To create a care plan record type, first create a case page layout.

            1. From the object management settings for Cases, go to Case Page Layouts.
            2. Click New.
            3. In the Existing Page Layout picklist, select CarePlan Layout.
            4. Add a page layout name. For example, CarePlanforDiabetes.
              Don’t use blank spaces in the name.
            5. Save your changes.

            Add a Care Plan Record Type

            1. From the object management settings for Cases, go to Record Types.
            2. Click New.
            3. In the Existing Record Type picklist, select CarePlan.
            4. For Record Type Label, use the name you used for Page Layout Name.
            5. Record Type Name is autofilled. Keep it as is.
            6. In the Support Process picklist, select Healthcare.
            7. Add a description for the care plan record type.
            8. Select the checkbox for Active.
            9. Select Make Available for all profiles and click Next.
            10. In Apply one layout to all profiles, select the page layout that you created.
            11. Save your work.
            Note
            Note Make sure at least one care plan record type is enabled and active to avoid potential configuration errors.

            Create a Custom Metadata Type

            Create a custom metadata type for the care plan record type that you created.

            1. From Setup, in the Quick Find box, enter Custom, and then select Custom Metadata Types.
            2. Click Manage Records next to Care Plan Record Type and click New.
            3. Enter a label name.
              The label is name of care plan record type. Use the name you used for Record Type Label.
            4. Care Plan Record Type Name is autofilled. Keep it as is.
            5. (Optional). For Record Type Namespace, enter your namespace.
            6. For Case Record Type Name, enter the same name as your Record Type Label.
            7. Select the checkbox for Active.
            8. Select the checkbox for Default.
              You can have more than one active default care plan record type. When there are multiple care plan record types, their first letters are compared. If they differ, then the label whose first letter comes earlier in the alphabet appears as the default in the picklist. When a default isn’t specified or the user can’t access the record type, the record is converted using the delivered default record type.
            9. Save your work.

              You can use the Lead to Patient API to convert leads to patients. Specify a care plan record type name and namespace in the Lead custom fields that matches an active record type name and namespace. If the fields don’t match or the current user doesn’t have access to that record type, the default record type is used.

             
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