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Healthcare Plan

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Definition

In Salesforce Health Cloud, an object representing a patient's care plan that defines health goals, problems, tasks, and care team assignments, used to coordinate and track patient treatment across providers.

Real-World Example

At their company, a support manager at QuickAssist leverages Healthcare Plan to improve response times and customer satisfaction scores. After implementing Healthcare 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 Healthcare Plan Matters

In Salesforce Health Cloud, a Healthcare Plan (sometimes called a Care Plan) is an object representing a patient's structured care plan. It defines health goals, identified problems, planned tasks, and care team assignments, providing a coordinated view of treatment across providers. Healthcare Plans bring structure to patient care by giving every team member visibility into the same goals and tasks, reducing the risk of fragmented care.

Care plans are central to coordinated care models like patient-centered medical homes, chronic disease management programs, and post-acute care follow-up. Without a structured care plan, different providers might work on overlapping or contradictory goals, miss important tasks, or duplicate effort. With a Healthcare Plan in Health Cloud, the plan is shared, tasks are tracked, and the patient's progress is visible to everyone authorized to see it. Building good care plans involves mapping clinical workflows to the Health Cloud data model and training care teams on plan-based collaboration.

How Organizations Use Healthcare Plan

  • Coastal HealthBuilt Healthcare Plans for chronic disease management programs, with care teams collaborating on shared goals and tasks for each patient.
  • Wellness PartnersUses Healthcare Plans for post-discharge follow-up, ensuring patients leaving the hospital have a coordinated care plan that the outpatient team can track.
  • Nimbus HealthTrained their care teams on plan-based collaboration as part of their Health Cloud rollout, treating care plans as the central coordination tool.

🧠 Test Your Knowledge

1. What is a Healthcare Plan in Health Cloud?

2. Why are care plans important?

3. What does a Healthcare Plan typically include?

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