Care Plans for Program and Case Management

Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.

Asking for help isn’t easy for anyone. Many people don’t know where to turn when they experience health, housing, safety, and other life challenges, or want to accomplish goals to improve their circumstances. Yet government agencies, nonprofits, and educational institutions can help. Requests for assistance often come indirectly, from referral requests from other agencies or even from reports made by other members of the community.

When you receive requests for assistance, use care plans to support members of your community to overcome challenges and achieve their goals. Among other issues, care plans help individuals who experience:

• Poverty
• Unstable housing conditions
• Disability
• Unemployment
• Food insecurity
• Community reentry after incarceration

Care plans contain goals to help individuals achieve a milestone or outcome, and benefits and tasks that help them get there. Use a care plan to:

• Assign a child who’s in an unstable family environment to a temporary foster home.
• Provide access to free public transportation, food delivery, or home-care assistance to someone who experiences mobility issues due to an injury.
• Connect a first-generation college student with peer groups that can provide emotional support, and mentors who can help them navigate bureaucracy.

For expediency, create care plan templates that include goals and benefits for different assistance scenarios. Add tasks to keep everyone on track by connecting an action plan template to the care plan template. Then, when a caseworker or other staff member identifies an individual who needs a care plan, they can create one based on a template, personalizing it for each case and client. Or, create an individual, one-off care plan for any case as needed.

As with other features in Program and Case Management, care plans are greatly enhanced when used with Industries common features such as Timeline, Interaction Summaries, and Actionable Relationship Center.

Care Plans use these terms.

Care Plan Template

A blueprint of goals, benefits, and tasks for a specific program, assistance scenario, or planned outcome. Used as a starting point for a personalized care plan.

Care Plan

A collection of goals, benefits, and tasks for an individual to help them achieve certain milestones or outcomes related to their personal or social well-being. Often created from a care plan template and customized for the specific individual.

Goal Definition

A milestone or objective for an individual to achieve toward improved circumstances or a positive outcome.

Benefit

An activity offered as part of a program that helps individuals achieve improved circumstances or a positive outcome.

Task

A piece of work assigned to an individual or a staff member to make progress on a care plan. Create tasks for care plans by using action plans or action plan templates.

Case Participant

An individual associated with a case and a care plan.

Care Barrier

An obstacle or circumstance that prevents a person from using their benefits and achieving the goals in their care plan. Often used to track social determinants of health.

• Care Plans Editions and Permissions
  Review the supported products, editions, and permissions for Care Plans. Then learn about how your product handles permissions and how to assign them.
• Care Plans Prerequisites
  To enable and tailor care plans in Salesforce, turn on the feature and set up custom page layouts, including specific fields for unique needs. Also, create personalized goal names, define picklist values for care barriers, and add a benefit disbursements component for full tracking.
• Give Caseworkers Access to Goal and Benefit Assignments Related to Care Plans
  Allow caseworkers and other staff members to effectively collaborate on cases by granting them access to goal assignment and benefit assignment records related to care plans.
• Use a Flow to Clone Care Plan Templates
  Create a flow that saves time, enhances consistency and quality in care planning, and makes sure that all essential elements are effectively integrated into your new templates. Your flow, created from the Copy Care Plan Template flow template, copies a care plan template along with its related active or published care plan template goals, care plan template benefits, and action plan template assignments.
• Enroll Case Participants in Programs
  From a case record, identify the programs that meet the needs of case participants, and enroll the participants in the programs.
• Care Plan Creation
  Create goal definitions to define the objectives for individuals to reach by using a care plan. Create care plan templates for common assistance scenarios to give staff members a head start on creating individualized care plans. For example, create a care plan for individuals who need employment assistance. Add tasks to care plans by using action plan templates, and create a care plan for a specific case.
• View and Manage Care Plans
  Keep care plans current so that they stay relevant to the individuals that they serve.
• Enroll Care Plan Participants in Benefit Sessions
  Add care plan participants to benefit sessions according to the participants’ availability and preferences by editing the care plan, or by using the Benefit Disbursements component on the care plan record.
• Manage Benefit Disbursements from Care Plans
  Use the Benefit Disbursements component to see the status of the benefits assigned to care plan participants.
• Manage Care Barriers
  Add information to care plans about the obstacles that prevent participants from meeting their goals and using their benefits.