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            Care Management (Managed Package Feature)

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            Care Management (Managed Package Feature)

            A care plan gives the healthcare team a history of the patient and the progress or challenges related to their health. Care plans can have any number of problems, goals, and tasks that you can track from the person's tab in the console. You can also manage the associated team of professional and personal caregivers from a care plan.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            Note
            Note To create care plans without the Health Cloud managed package, see Integrated Care Management.
            • Permissions Required for Care Plans
              Care plans are built using multiple objects. So, your users who aren’t admins require various permissions before they can create care plans.
            • Create Roles for Care Team Members
              Care team member roles define the access that members have to information in the care plan.
            • Customize Care Team Roles
              The roles that people have in the healthcare world are incredibly varied. So you have the flexibility to change the standard Health Cloud roles to ones that reflect how your organization works.
            • Remove the Care Team from Care Plan Creation
              When you create care plans in Lightning Experience, you create a case for the care plan, add care team members, and apply care plan templates in a single flow. But if you prefer to use your custom triggers to add care teams, you can remove the care team section from the New Care Plan page.
            • Multiple Care Plans
              When multiple care plans are enabled in your org, care coordinators can create one or more care plans per person, allowing more focused, manageable care components. All care plans for a given person appear in a condensed view within the console, allowing easy access to the underlying problems, goals, and tasks.
            • Enable Care Coordinators to Create Multiple Care Plans
              Give care coordinators the ability to create one or more care plans per patient and organize a patient’s care into focused, manageable components. Before care coordinators can create multiple care plans, you must enable the option in your org.
            • Create Multiple Care Plan Record Types
              Create custom care plan record types to give care coordinators the flexibility to use different types of care plans for the people they manage.
            • Customize Problems and Goals
              You can customize problems and goals in Lightning Experience by editing the corresponding page layouts. In Salesforce Classic, use field sets to change the delivered pages. With field sets, you can add custom fields or change the order of existing fields on the pages used to create problems and goals.
            • Enable Care Teams to Track Gaps
              Health Cloud helps care providers identify and track gaps in a person's care where the care team can make a difference. To close a care gap, you tie it to a support process.
            • Customize Tasks
              Customize the task types, priority, and status fields on the New Task page. Edit to reflect the kinds of tasks care coordinators most often assign, and use rating terminology specific to your organization.
            • Care Plan Templates Help Simplify Onboarding
              Take the “work” out of workflows with care plan templates that let care coordinators create customized care plans with just a few clicks. Coordinators can add problems, goals, and tasks in bulk to a care plan. Predefined care plan templates reduce the time spent to create a care plan and enforce standards of care that improve healthcare outcomes.
            • Enable Users to Apply Care Plan Templates Faster
              Give your users the ability to apply care plan templates to existing care plans faster. Place the custom Apply Care Plan Templates button on the layout for the Care Plans page.
             
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