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            Delegate Interventions to Care Team Members

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            Delegate Interventions to Care Team Members

            When you manually add interventions to care plans, you also specify who’s responsible for those interventions. However, the interventions created by the Integrated Care Management work flow are automatically assigned to you. You can delegate those interventions to care team members from the Action Plans page.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To assign interventions to care team members Read permission for Action Plans
            Edit permission for Tasks
            Read and View All Records permission for User
            1. From the App Launcher, find and select Action Plans.
            2. Select the action plan with the interventions that you want to delegate.
            3. In the Tasks list, edit the intervention that you want to delegate.
            4. Clear the value in the Assigned To field and select the user you want to assign that intervention to.
            5. Save your changes.

            Now that you’ve delegated the appropriate tasks to your patient or member’s care team, let’s see how you can mark the tasks still assigned to you as complete.

             
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            Salesforce Help | Article