Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Interventions to an Existing Care Plan

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Add Interventions to an Existing Care Plan

            You can add interventions to an existing care plan by creating Task records. If you’re adding interventions for problems or goals that already have action plans, you can create action plan tasks. If you’re adding interventions for problems or goals that don’t have action plans or are created manually, you have to create standard tasks.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To add an intervention Create permission on Task and Action Plan Item
            Edit Permission on Action Plan
            Read and View All Records permissions on User, Contact, Care Plan, Health Condition, and Goal Assignment

            When you create care plans, problems, goals, and interventions with the care plan creation work flow, action plans are created for them automatically. However, if you add a care plan, problem, or goal manually, they don’t have action plans.

            • If you’re adding interventions to problems or goals that already have action plans, follow these steps:
              1. From the App Launcher, find and select Action Plans.
              2. Select the action plan that you’re adding the intervention to.
              3. In the Items tab, click New on the Tasks list.
              4. Enter a display name for the intervention in the Subject field.
              5. Set the intervention’s priority in the Priority field.
              6. In the Days field, enter the number of days the intervention needs.
                The due date for the intervention is calculated by adding this value to the current date when the task is created.
              7. If the intervention is mandatory, select Required.
              8. In the Task assignment section, select the user responsible for the intervention.
              9. If you want to send the assignee a reminder on the due date, select the checkbox in the Reminder section and select a time for the reminder.
              10. Save the intervention.
                The intervention is now created and automatically added to the action plan’s target record.
            • If you’re adding interventions to problems or goals that don’t have action plans, follow these steps:
              1. Navigate to the patient account, case, or clinical service request record page and go to the care plan interface.

                If you can’t find the care plan interface, talk to your Salesforce admin for help.

              2. In the Actions menu of the appropriate care plan, condition, social determinant, or goal, click Add Intervention.
              3. Enter a name for the task in the Subject field.
              4. Set a due date, status, and priority.
              5. Select the person that the intervention is assigned to.
              6. Click Add.

            Now that the necessary problems, goals, and interventions are ready, let’s add a care team for the care plan.

             
            Loading
            Salesforce Help | Article