Health Cloud Administration

Administer Health Cloud
Where Do I Start with Health Cloud?
Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Life Sciences
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Use the Health Cloud - Admin App
Customize the Health Cloud Console
Customize the Health Cloud Apps
Contact Center for Health Cloud
Code Sets and Code Set Bundles
Reporting in Health Cloud
Flow for Health Cloud
OmniStudio for Health Cloud
Help Patients Connect with Providers
Protect Personal Health Information
Experience Cloud Sites
Intelligent Appointment Management
Virtual Care
Medication Management and Medication Review
Advanced Therapy Management
Intelligent Document Automation
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
Integrated Care Management
Care Coordination for Slack
Unified Health Scoring
Home Health
Learn About Home Health
Learn About Home Health’s Integrations
Data Model and Permissions
Enable Home Health
General Configurations
Resources, Regions, and Operating Hours
Service Report Templates
Skills, Preferences, and Work Types
Task Templates
Enable Work Plans
Create Work Plan Templates
Create Work Plan Template Entries
Create Work Plan Selection Rules
User Interface
Handle Resource Absence
Enhanced Scheduling and Optimization
Integrate Home Health with Integrated Care Management
Set Up Electronic Visit Verification
Set Up a Briefcase for Home Health
Artificial Intelligence for Home Health
Provide Easy Access to Protocols and Articles in Health Cloud
Provide Assessments and Surveys for Gathering Information and Feedback
Crisis Support Center Management
Manage Your Network of Providers
Behavioral Health App
Help High-Risk Patients and Members
Manage Care Requests
Verify Patient Benefits
Support Emergency Response Management and Contact Tracing
Use Care Programs to Track and Manage Cohorts of Patients and Members
Remote Monitoring Patients
Process Insurance Claims from External Sources
Automate Key User Tasks with Flows
Set up Action Plans
Manage Campaigns
Support and Manage Provider Referrals
CRM Analytics and Artificial Intelligence
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
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Create Work Plan Template entries for Home Health

Each task under a work plan template’s group is represented using Work Plan Template Entry records and their associated Work Step Entry record.
Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

User Permissions Needed
To create work plan template entries Create on work plan template entries
To create work step templates Create on work step templates
  1. In the App Launcher, find and select Work Plan Templates.
  2. Open the work plan template that your adding task templates to.
  3. Click the Related tab.
  4. In the Work Plan Template Entry related list, click New.
  5. Ensure that the record selected in the Work Plan Template field is the work plan template that you’re adding the task to.
  6. In the Work Step Template field, either select an existing work step template, or click New Work Step Template.
    1. Enter the name and description for the step and select Active.
    2. If you want to make the task a simple checklist item, leave the Action Definition field blank. If you want to use a flow for the task, select an appropriate flow in the Action Definition field.
      Only flows that have the process type as Field Service Mobile Flow can be used in work steps.
    3. Click Save.
    4. Back on the New Work Plan Template Entry screen, select the work step template that you created in the Work Step Template field.
  7. Enter a value in the Execution Order field. This value determines how tasks within the group are sorted.
  8. Save the work plan template entry.

Repeat these steps to create all the tasks that belong to a work plan template. Next, we’ll define the conditions that determine when work plan templates are used generate work plans.