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            Create a Care Program and Add Related Records

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            Create a Care Program and Add Related Records

            To create a care program, define the program and the relationships and activities within it. Also create a care program product and care program provider and other records as needed.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

            Make sure you create records for the Product and the Provider objects. Associate these records with the Care Program Product and Care Program Provider, respectively.

            1. Create a care program.
              1. From the App Launcher, find and select Care Programs.
              2. Click New, and enter the name of the care program. For example, create a care program called Diabetes Control for patients who have high blood sugar.
              3. Select the parent program the care program is part of, if any.
              4. If you create a care program for advanced therapies, in Category, select Advanced Therapy.
                Note
                Note Make sure you add the Category field to the Care Program Page Layout
              5. Enter the start date and end date for the care program.
              6. Add a description for the care program.
              7. Select the status of the care program.
              8. Save your changes.
            2. Create a care program product.
              Note
              Note Unless you specify a product in the Product field, you can't choose a product when you enroll a patient to the care program using the Care Program Enrollment Flow.
              1. From the App Launcher, find and select Care Program Products.
              2. Click New, and enter the name of the care program product.
              3. In Care Program, select the care program record the product is for. For example, select the care program you created in the previous step, that is, Diabetes Control.
              4. Select a product.
              5. Select the status of the care program product.
              6. Save your changes.
            3. Create a care program provider.
              1. From the App Launcher, find and select Care Program Provider.
              2. Click New, and enter the provider’s name.
              3. Select the account that provides the product to the enrollee.
              4. Select the care program product you created in the previous step.
              5. Select the status of the care program provider.
              6. Save your changes.
            4. Optionally, configure the following records based on how your company uses care programs.
              • Care Program Eligibility Rules: Define the eligibility criteria for participation in a care program. Use the Care Program Eligibility Rules object to associate a care program with an enrollment eligibility criteria record.
              • Care Program Enrollee: Create records for participants enrolled in a care program. Indicate whether the patient was at a long-term healthcare facility during enrollment, add the Lead Id representing the patient, and specify the opt-out date and reason.
              • Care Program Enrollee Product: Create records that associate care program enrollees with care program products, care program providers, or both.
              • Care Program Enrollment Card: Create a care program membership card that includes the enrollee’s name and a membership card number or enrollment number.
              • Care Program Team Member: Create records for people who deliver services under a program, such as a program manager or care coordinator.
             
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