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Create a Care Plan

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Create a Care Plan

A care plan is built on top of a case record, so you need a few details to create a case. How you create a care plan changes based on whether you use Salesforce Classic or Lightning Experience.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To create cases: Health Standard
To view cases: “Read” on cases
To update cases: “Edit” on cases
  • Create a Care Plan in Salesforce Classic
    In Salesforce Classic, you create a care plan in three separate steps. First, you create a case record for your care plan. Then you add a care team to this case record. And then finally, you create problems, goals, and tasks for your care plan.
  • Create a Care Plan in Lightning Experience
    In Lightning Experience, you create a care plan in a single flow. You create the case record, apply any templates you want, and add your care team, all in the same place.

See Also

 
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