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            Add Social Determinants to an Existing Care Plan

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            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
            Read and View All Records permissions on Care Plan, Care Barrier Type, and Problem Definition
            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, click Add Social Determinant.
            3. Enter a name and description.
            4. If the social determinant you’re adding already has a problem definition in the PGI library, select that problem definition.
            5. Select a Care Barrier Type.
            6. Set a status.
            7. Click Add.

            Now that you’ve added a social determinant, consider adding a goal or intervention to it.

             
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            Salesforce Help | Article