Care Plans are a configured Health Cloud capability, not a single checkbox. Most of the admin effort goes into enabling the feature, granting access, and building templates so care managers can create consistent plans. These are the main configuration touch points.
- Enable Integrated Care Management
Turn on the Health Cloud feature that powers current Care Plans. This provisions the CarePlan, Care Plan Problem, Care Plan Goal, Care Plan Intervention, and CareBarrier objects your care managers will use.
- Assign Health Cloud permission sets
Give care coordinators and clinicians the permission sets that grant read and edit access to the care plan objects. Without the right permissions, the care plan component renders empty or read-only.
- Build Care Plan Templates
In setup, create templates that bundle the standard problems, goals, and intervention tasks for your real programs. Add goals without problems where you need general wellness items that apply to everyone.
- Place the care plan component on the record page
Add the IndustriesHCCarePlanManager FlexCard to the person account, case, or clinical service request page so care managers can click New Care Plan and manage problems, goals, and interventions in context.
Reusable frames of standard problems, goals, and interventions that a care manager applies to a person to create a plan quickly.
Reusable building blocks for goals and problems so templates and plans draw from a consistent, governed library.
MCG or Discovery Framework assessments that map a patient's answers to a suggested plan, reducing manual setup.
Measure evaluation that flags an unmet care gap and prompts a plan to close it.
- Generic templates that mirror a textbook rather than your real programs create plans that look complete but nobody actually uses.
- Goals without a measurement schedule or target date become aspirational and the plan loses its operational value.
- Interventions assigned to an inactive Care Team member stall silently, so audit team membership on a regular cadence.