Use Care Plans to Help Patients and Members Reach Their Goals (Managed Package
Feature)
Customizable care plans represent an action plan for improving a person’s health. These
care plans help your patients or members take practical steps to improve their health every day.
You can manage chronic conditions, provide preventive care, and apply health and wellness
protocols with care plans.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
You can manage a patient or member using a single care plan, or create a care plan to address
each condition the person has. Either way, you have the flexibility to manage your patients or
members efficiently—from those requiring relatively simple care to those requiring more
complex, ongoing care.
Note To use care plans without the Health Cloud managed package, see Streamline Patient Care with
Integrated Care Management.
Elements of a Care Plan A care plan consists of three major components: The case details, the care team, and the set of problems, goals, and tasks for that care plan.
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.
Improve Outcomes with the Care Team The care team is the hub of your patient or member’s private community. It represents everyone working to make sure the person succeeds with his or her care plan. You can assign ownership of health tasks to members of the care team, including other health professionals, patients or members, and their family. Exchange secure, private messages between yourself, the person under your care, and members of the team—and they can access those messages on any device.
Change the Status of a Task A care plan is built on top of a case record, so a few details are required to get your case created.
Close a Care Plan When a care plan is complete or not needed, you can close it and see it on the Closed tab of the All Care Plans view.
Use Flexible Care Plans for Different Use Cases Your users role in relation to the patient or member can influence how they want to view the care plan. When you enable Flexible Care Plans, you can organize your care plan interface to foreground problems, goals, or tasks.
Manage Complex Patients with Concurrent Care Plans One size doesn’t fit all in the healthcare world. You can manage patients with one condition of limited duration or you can manage patients with several chronic medical issues. When concurrent care plans are enabled in your org, you can break a patient’s care into focused, manageable units.
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