Enable Work Plans for Home Health

To automatically create work plans from work plan templates, you must enable the setting in setup first.
Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

User Permissions Needed
To update settings Customize applications
  1. From Setup, enter Work Plans in the Quick Find box, and then select Work Plans.
  2. Select Generate Work Plans and Work Steps from templates and selection rules.
  3. Save your settings.

Now that we’ve enabled work plan templates, lets set some up.