Create a Goal Definition

Goal definitions instantiate to goals when templates that use them are used to create care plans. You can record commonly used information in these definitions, such names, descriptions, and categories. This information is copied over to Goal Assignment records when they’re instantiated.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To create goal definitions Create access for Goal Definition
To edit goal definitions Edit access for Goal Definition
To delete goal definitions Delete access for Goal Definition
  1. From the App Launcher, find and select Goal Definitions.
  2. Click New.
  3. Enter a name and description.
  4. Set the status to Active.
  5. Select a category for the goal.
    By default, this picklist has no values. You have to define category values for this picklist in the Object Manager first.
  6. Save your goal definition.

Next, let’s define an action plan.