Definition
A Care Plan in Salesforce (primarily in Health Cloud) is a standard object that represents a structured plan of care for a patient or member. It includes goals, tasks, problems, and care team assignments that define the coordinated approach to managing a patient's health. Care Plans help healthcare organizations track treatment progress, coordinate across providers, and ensure patients receive consistent care.
Real-World Example
Consider a scenario where a support manager at QuickAssist is working with Care Plan to improve response times and customer satisfaction scores. After implementing Care Plan, agents have the tools and context they need to resolve issues on the first contact. Average handle time decreases by 20% and CSAT scores climb to an all-time high of 94%.
Why Care Plan Matters
Care Plan is a standard object in Salesforce Health Cloud that represents a structured plan of care for a patient or member. It's designed to support care coordination across multiple providers by centralizing the goals, problems, tasks, and team members involved in a patient's care. Each Care Plan links to a patient Account and includes related records for Goals (what the care is trying to achieve), Problems (the health issues being addressed), Care Plan Tasks (specific actions the care team will take), and Care Team Members (the people responsible for delivering care).
Care Plans are central to how healthcare organizations manage population health and individualized care coordination. For patients with chronic conditions, a Care Plan might span months or years and involve multiple specialists, primary care providers, social workers, and family members. The plan provides continuity as patients move between providers, gives each team member visibility into the overall strategy, and supports reporting on outcomes at both the individual and cohort level. Care Plans also integrate with other Health Cloud features like Care Programs and Care Team.
How Organizations Use Care Plan
- •Coastal Health — Uses Care Plans to manage patients in their diabetes population health program. Each patient has a Care Plan with goals like 'reduce A1C below 7', problems like 'Type 2 Diabetes', and tasks for regular check-ins, lab work, and medication adherence.
- •Nimbus Health — Built Care Plans into their post-discharge workflow. When a patient is discharged from the hospital, a Care Plan is created automatically with follow-up tasks, and the care team collaborates within the plan until the patient is fully recovered.
- •Wellness Partners — Uses Care Plans to coordinate care across multiple specialists for patients with complex chronic conditions. The plan gives every specialist visibility into what others are doing, reducing duplicate tests and conflicting recommendations.