Care Plans are the structured care-management records in Health Cloud — a patient's coordinated plan of goals, tasks, problems, and care team. Standard object in Health Cloud; not available without that license. Used by case managers and care coordinators to drive population-health programs.
- Confirm Health Cloud is licensed
Care Plan is a Health Cloud standard object. Without Health Cloud, the object doesn't exist.
- Open the Care Plans tab (or App Launcher)
App Launcher → Care Plans, or from a Patient (Account or Person Account) record's Related list.
- Click New
Top-right of the list view.
- Set Care Plan Name and link the Patient
Patient is required — typically links to the Account or Person Account representing the patient.
- Set Status (Active, Completed, Cancelled)
Active is the default for live plans.
- Set Start Date and Effective Date
When the plan kicks off and when it takes effect.
- Add Goals, Tasks, and Problems via related lists
Each Care Plan has Goals, Tasks (assigned to care team members), and Problems (the conditions being managed). Add via the related lists on the Care Plan detail page.
- Save
Care Plan is created. Care team members assigned to tasks receive notifications and see the plan in their Care Plan Tasks list.
Required.
Required. Account or Person Account.
Required. Active by default.
- Care Plan structure (Goals / Tasks / Problems) requires Health Cloud's data model. Standard Sales / Service Cloud orgs can't replicate this without licensing.
- Care Plans use specific permission set licenses (PSLs). Care Coordinator / Care Manager users need the right PSLs to read and edit Care Plans.
- Closing / completing a Care Plan doesn't auto-close its Tasks. Manually close subordinate Tasks before closing the parent plan, or build a Flow to cascade.