Create a Care Plan Template

You can use care plan templates to create standardized and reusable care plans, and add template problems, goals, and tasks for specific health needs.

To create a care plan template along with its associated problems, goals, and tasks, use the Care Plan Templates tab. You can include any additional fields you need to the Care Plan Template object’s page layout.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To create, update, or delete a care plan template	Create, Read, Edit, and Delete on Care Plan Template

From the Health Cloud - Admin Home page, select the Care Plan Templates tab, and click New.

Enter the following:

Field	Description
Care Plan Template Name	Name of the care plan template.
Description	Provide a brief description of the template and its intended use.
Active	Select to activate this care plan template and make it available to apply to a patient or member.
Cloned From	Name of the original template that this template was cloned or copied from.
Category	The category of treatment plan the care plan template belongs to.

Click Save. The Care Plan Template you created opens in a new tab.
In the related list, create the template problems, template goals, and template tasks you want in your care plan template.

After you create a care plan template, make sure you create and add template problems, template goals, or template tasks to it. If you try to use a blank care plan template to create a care plan, you’ll get a validation error. To create a blank care plan, use the Start a Blank Care Plan button in the care plan creation flow instead.
Note

Health Cloud Administration

Create a Care Plan Template