Add Interventions to a Care Plan Template

You can add interventions to your care plan template by creating an Action Plan Template Assignment record. This record references an action plan template with the required interventions and the problem, goal, or care plan template where they’re required.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To assign an action plan template Create access for Action Plan Template Assignment
To edit an action plan template assignment Edit access for Action Plan Template Assignment
  1. From the App Launcher, find and select Action Plan Template Assignments.
  2. Click New.
  3. In the Associated Object field, select a problem definition, goal definition, or care plan template where you want to add interventions
  4. In the Action Plan Template Version field, select the action plan template with the interventions you want to add to your template.
  5. Save your assignment.

That’s it; you’ve now created a care plan template with problems, goals, and interventions.