Create a Care Plan Template Goal

Care plan template goals are common health targets that care coordinators can reuse in different care plans. Care coordinators can add predefined goals to a patient’s care plan, saving time and effort. For example, a care plan template goal for patients with type 2 diabetes is Dietary Changes, with details of low-sugar meal plans. You can create a care plan template goal to use in your care plan template or template problem.

Create a template goal for a specific care plan template, directly from that template’s related list. You can also create a custom Care Plan Template Goals tab and add the tab to the Health Cloud custom apps. You can include any additional fields you need to the Care Plan Template Goals object’s page layout.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

If you’re creating a template goal for a specific template or template problem directly, go to that record’s related list. And then click New for Care Plan Template Goals.
If you’ve created a custom Care Plan Template Goals tab, go to App Launcher, select the Care Plan Template Goals tab, and click New.

Provide the information that makes up the care plan goal template.

Field	Description
Care Plan Template Goal Name	Name of the goal associated with the care plan template.
Description	Provide a brief description of the template and its intended use.
Active	Select to activate this care plan goal and make it available to apply to a patient or member.
Sort Order	Indicates the vertical order in which this goal appears within the list of goals.
Priority	The priority of the care plan goal such as low, normal, or high.
Care Plan Template	Name of the care plan template this goal is related to. Don’t select values for both Care Plan Template and Template Problem lookups in the same template goal. If you do, you’ll get a validation error. Use only one of these lookups. Also, you’ll get another validation error if you don’t use either of these lookups.
Template Problem	Name of the template problem this goal is related to. Don’t select values for both Template Problem and Care Plan Template lookups in the same template goal. If you do, you’ll get a validation error. Use only one of these lookups. Also, you’ll get another validation error if you don’t use either of these lookups.
Category	Indicates the category of goals the template goal belongs to.

Click Save. The new template goal opens in a new tab.

Health Cloud Administration

Create a Care Plan Template Goal