Create a Care Plan Template Task

Tasks are actionable steps a patient can take to achieve a goal and overcome a problem. For a type 2 diabetes patient, a task could be testing blood sugar levels weekly. Each task is assigned to a care team member who makes sure the patient completes the care plan tasks. With a care plan template task, you can easily add predefined tasks for a specific problem to a patient’s care plan. You can create a care plan template task to use in your care plan template, template problem, or template goal.

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

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

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

Enter the following:

Field	Description
Care Plan Template Task Name	Name of the task associated with care plan template.
Subject	The subject or name of the task.
Active	Select to activate this care plan task and make it available to apply to a patient or member.
Assigned To	Name of the person who’s assigned to the task.
Care Plan Template	Name of the care plan template that this task is related to. Don’t select values for Care Plan Template, Care Plan Template Problem, and Care Plan Template Goal lookups in the same template task. 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 any of these lookups.
Care Plan Template Problem	Name of the template problem that this task is related to. Don’t select values for Care Plan Template, Care Plan Template Problem, and Care Plan Template Goal lookups in the same template task. 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 any of these lookups.
Care Plan Template Goal	Name of the template goal that this task is related to. Don’t select values for Care Plan Template, Care Plan Template Problem, and Care Plan Template Goal lookups in the same template task. 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 any of these lookups.
Priority	The priority of the care plan task such as low, normal, or high.
Description	A description of the task.
Sort Order	Indicates the order in which tasks are sorted in the list of tasks.
Status	The status of the care plan task such as in progress, complete, or new.
Offset	The number of days to add as an offset date. Tasks that have an offset date add the assigned number of days to the task start date. For example, if the care plan start date is December 9 and a task offset is +7 days, the task’s due date is December 16.

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

Health Cloud Administration

Create a Care Plan Template Task