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            Update Care Plans

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            Update Care Plans

            Update existing care plans by adding new problems, goals, and interventions using Discovery Framework-based internal assessments, MCG assessments, and predefined care plan templates. You can maintain a single, comprehensive care plan for a patient, instead of creating a new care plan every time you want to update the components. This makes it easier to manage patient care.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To use an assessment: Read and View All Records permission on Discovery Framework objects
            Industries Assessment permission set license
            To update a care plan: Create permission on Care Plan and Case
            Read, Edit, and View All Records permissions on Care Plan Templates, Care Plan Template Problem, Care Plan Template Goal, Problem Definition, Goal Definition, Problem Goal Definition, Action Plan Template

            Before you start, create at least one care plan and complete at least one assessment.

            1. On the care plan interface, navigate to the care plan you want to update and click the dropdown button.
            2. Click Update Care Plan.
              Update care plan action
            3. Select Assessments or Care Plan Templates as the method for updating the care plan.
            4. If you selected Assessments, specify the assessment type you want to search for. From the Search Assessments In dropdown, select Internal Assessments to search Discovery Framework-based internal assessments configured in Salesforce. To search for external assessments based on MCG guidelines, select MCG Assessments.
            5. Select at least one completed assessment or up to four care plan templates.
            6. Click Next.
            7. Enter a name for the care plan.
            8. Select the start date and end date.
            9. Compare the recommended problems, goals, and interventions based on the assessments you selected to the current problems, goals, and interventions in the care plan.
            10. From the recommendations, select the problems, goals, and interventions you want to add to the care plan.
              The recommendations that you select are seamlessly merged into the existing care plan hierarchy.
            11. Save your changes.
             
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