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Program and Case Management
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            View and Manage Care Plans

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            View and Manage Care Plans

            Keep care plans current so that they stay relevant to the individuals that they serve.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To access care plans:

            Care Plans Access permission set

            OR

            Education Cloud Full Access permission set
            1. From the App Launcher, find and select Care Plans.
            2. From a list view, select a care plan.
            3. Perform any of these steps.
              • To change the goals or benefits in the plan, click Edit Care Plan. To update the priority, status, target completion, or due date of multiple goal definitions or tasks at once, on the second page of the Edit Care Plan guided flow, click Quick Update.
              • To check the status of tasks, on the Details tab of the care plan record, verify the task job status. If the task isn’t created, review the reason and try again.
              • To add a task, on the Activity panel, click New Task icon.
             
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            Salesforce Help | Article