Add Problems with Goals to a Care Plan Template
You can add problems with goals to a care plan template by creating problem-goal
junction records. A problem-goal junction associates a parent problem definition with its child
goal definition. These junction records are then referenced in Care Plan Template Problem
records.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create a problem template | Create access for Care Plan Template Problem |
| To edit a problem template | Edit access for Care Plan Template Problem |
| To create a problem goal definition | Create access for Problem Goal Definition |
| To edit a problem goal definition | Edit access for Problem Goal Definition |
-
Create a problem-goal junction.
- From the App Launcher, find and select Problem Goal Definitions.
- Click New.
- In the Problem Definition field, select the parent problem definition from your PGI library.
- In the Goal Definition field, select the child goal definition from your PGI library.
- Save your work.
-
Create a Care Plan Template Problem record.
- From the App Launcher, find and select Care Plan Template Problems.
- Click New.
- In the Care Plan Template field, select the care plan template that you want to add the problem and its goal to.
- In the Problem Definition field, set the reference to Problem Goal Definition and select the problem-goal junction you created.
-
Enter a sequence number.
This value is used to determine how the problems in your care plan are sorted.
- Set the priority as High, Medium, or Low.
- Save your template.