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Create an Enhanced Care Plan Using Care Plan Templates
Create care plans from care plan templates using an OmniScript flow. When you use this work flow, Integrated Care Management gives you recommendations for what problems, goals, and interventions you should add in the care plan based on the selected templates.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use a care plan template | Read and View All Records permission on Care Plan Template, Care Plan Template Problem, Care Plan Template Goal, Problem Definition, Goal Definition, Problem Goal Definition, Action Plan Template |
| Industries Assessment permission set license | |
| To create a care plan | Create permission on Care Plan and Case |
| Read and View All Records permissions on Care Plan Template, Care Plan Template Problem, Care Plan Template Goal, Problem Definition, Goal Definition, Problem Goal Definition, Action Plan Template | |
| To add a condition | Create permission on Health Condition |
| Read and View All Records permissions on Care Plan Template Problem, Problem Definition, Goal Definition, and Problem Goal Definition | |
| To add a social determinant | Create permission on Care Barrier |
| Read and View All Records permissions on Care Plan Template Problem, Problem Definition, Goal Definition, Problem Goal Definition, and Care Barrier Type | |
| To add a goal | Create permission on Goal Assignment |
| Read and View All Records permissions on Care Plan Template Goal, Goal Definition, and Problem Goal Definition | |
| To add an Intervention | Create permission on Action Plan, Action Plan Item, Task |
| Read and View All Records permissions on Action Plan Template, Action Plan Template Item, and Task | |
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Open a patient account, case, or clinical service request record page and navigate to the
care plan interface.
If you can’t find the care plan interface, talk to your Salesforce admin for help.
- Click New Care Plan.
- Select Care Plan Templates as the care plan creation method.
- Click Next.
- Select the templates that you want to use for recommendations and click Next.
- Enter a name for the care plan.
- Select a start date and end date.
- Specify the case number and the clinical service request name that you want to map to the care plan.
- Select the appropriate conditions, social determinants, goals, and interventions from the recommendations.
- Save the care plan.
You now have a care plan with some problems, goals, and interventions. In case you want to add more components to the care plan that weren’t recommended, see the next few pages.
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