Add Social Determinants to an Existing Care Plan

You can add more social determinants to an existing care plan from the care plan interface on the patient account, case, or clinical service request record page.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To add a social determinant	Create and Edit permissions on Care Barrier
To add a social determinant	Read and View All Records permissions on Care Plan, Care Barrier Type, and Problem Definition

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.
In the Actions menu of the appropriate care plan, click Add Social Determinant.
Enter a name and description.
If the social determinant you’re adding already has a problem definition in the PGI library, select that problem definition.
Select a Care Barrier Type.
Set a status.
Click Add.