Create an Ad Hoc Task by Using an Action Template

In a step of a therapy stage, create ad hoc tasks by using an action plan template.

Available in: Lightning Experience

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

User Permissions Needed
To access Multi-Step Scheduling features:	Manage Multi-Step Scheduling features
To create, edit and delete Health Cloud data:	Manage Health Cloud

From the App Launcher, find and select Care Program Enrollees.
Alternatively, from the patient’s record page, go to the Related tab and navigate to the Care Program Enrollee list.

Note Make sure you add the Related List Lightning component to the patient’s record page.
Select the enrollee record associated where you want to add the ad hoc task.
In the My Tasks section, expand the dropdown and select Add Task.
Note You can't add a new task if your admin has disabled ad hoc task creation.
On the Create Adhoc Tasks page, click Using Action Plan Template, and click Next.
Select the therapy step where you want to add the task and select the action plan template.
To select the tasks in the template, click the plus sign, and then click Next.
On the Review Task Assignments page, update the assignments if needed, and then click Done.

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