Care Programs are part of Health Cloud and run on the Care Program Management data model. An admin enables the feature, lays out the program record, and sets up the program enrollment flow so care coordinators can enroll patients with their products and providers in one guided pass. The steps below cover the configuration path, not Apex.
- Enable Health Cloud and Care Program Management
Confirm the Health Cloud licenses and permission set licenses are assigned. The Care Program object and its related objects come with Health Cloud, so the data model is available once the product is provisioned and users have the right permission sets.
- Create the Care Program record
In the Care Programs tab, create the program. Set the name, the program sponsor, the approved budget, and the start and end dates. Link a parent care program if this program rolls up under a larger one.
- Add products and providers
Create Care Program Product records for the medications, devices, or services the program offers. Create Care Program Provider records for the business accounts that supply them. These become the choices a coordinator picks during enrollment.
- Set up the program enrollment flow
Use the Flow Builder enrollment flow to let coordinators select the program, add products and services, choose providers, review, and capture consent. Customize the screens to match your program, then surface the flow on the right pages.
- Define goals and add team members
Create Care Program Goal records for the outcomes the program targets. Add Care Program Team Member records for coordinators and other staff, each tied to a User or Person Account, so caseloads are assigned.
The employer, insurer, or organization funding the care program; stored on the Care Program record alongside the budget.
The funding allotted to the program; gives leadership the financial framing and supports return-on-investment reporting.
The active window for the program; bounds enrollment and reporting to a defined period.
An option that lets a single patient enroll in the same program more than once, useful for programs that run in repeated cycles.
- By default a patient cannot be enrolled in the same Care Program twice; enable Multiple Enrollments in the Same Care Program first if repeat enrollment is needed.
- Care Program Team Member records can reference either a User or a Person Account, so pick the right one for internal staff versus external participants.
- Building enrollee, product, and provider records by hand does not scale; lean on the Flow Builder enrollment flow so one pass creates the full set of records.
- Plan program-level outcomes reporting from day one; without aggregate dashboards a Care Program cannot defend its budget at review time.