---
schema_version: "1"
id: 20ffc8298becfb3ae9f7c64bfd4ca8ed61ad6e0eb12079d05def5681849d8a8c
title: Create a Care Plan Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_care_template_config.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_care_template_config.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bad12fa47d50eb86652e765513de5232c8483fd29e1d2d58cc760498d09834f0
description: You can use care plan templates to create standardized and reusable care plans, and add template problems, goals, and tasks for specific health needs.
products:
- Health
release: "264"
---
# Create a Care Plan Template
You can use care plan templates to create standardized and reusable care plans, and add template problems, goals, and tasks for specific health needs.
### Required Editions
To create a care plan template along with its associated problems, goals, and tasks, use the Care Plan Templates tab. You can add any additional fields you need to the Care Plan Template object’s page layout.
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
User Permissions Needed
To create, update, or delete a care plan template
Create, Read, Edit, and Delete on Care Plan Template
1. From the Health Cloud - Admin Home page, select the Care Plan Templates tab, and click **New**.
2. Enter the following:
| Field | Description |
| --- | --- |
| Care Plan Template Name | Name of the care plan template. |
| Description | Provide a brief description of the template and its intended use. |
| Active | Select to activate this care plan template and make it available to apply to a patient or member. |
| Cloned From | Name of the original template that this template was cloned or copied from. |
| Category | The category of treatment plan the care plan template belongs to. |
3. Click **Save**. The Care Plan Template you created opens in a new tab.
4. In the related list, create the template problems, template goals, and template tasks you want in your care plan template.
Note After you create a care plan template, make sure you create and add template problems, template goals, or template tasks to it. If you try to use a blank care plan template to create a care plan, you’ll get a validation error. To create a blank care plan, use the **Start a Blank Care Plan** button in the care plan creation flow instead.