--- schema_version: "1" id: 5c1d9ef26ba2f620470b4995c25a605e79d4f5573c6328fdb6eaf8928dfbea3b title: Create a Care Plan Template Goal collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_care_template_goal_config.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_care_template_goal_config.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8cf4dea2adc1b2ccbf36359d4e1dba7365f1b2d944cafcc832ed86fa034b014f description: Care plan template goals are common health targets that care coordinators can reuse in different care plans. Care coordinators can add predefined goals to a patient’s care plan, saving time and effort. For example, a care plan template goal for patients with type 2 diabetes is Dietary Changes, with details of low-sugar meal plans. You can create a care plan template goal to use in your care plan template or template problem. products: - Health release: "264" --- # Create a Care Plan Template Goal Care plan template goals are common health targets that care coordinators can reuse in different care plans. Care coordinators can add predefined goals to a patient’s care plan, saving time and effort. For example, a care plan template goal for patients with type 2 diabetes is Dietary Changes, with details of low-sugar meal plans. You can create a care plan template goal to use in your care plan template or template problem. ### Required Editions Create a template goal for a specific care plan template, directly from that template’s related list. You can also create a custom Care Plan Template Goals tab and add the tab to the Health Cloud custom apps. You can include any additional fields you need to the Care Plan Template Goals object’s page layout.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

1. If you’re creating a template goal for a specific template or template problem directly, go to that record’s related list. And then click **New** for Care Plan Template Goals. If you’ve created a custom Care Plan Template Goals tab, go to App Launcher, select the Care Plan Template Goals tab, and click **New**. 2. Provide the information that makes up the care plan template goal.

Field	Description
`Care Plan Template Goal Name`	Name of the goal associated with the care plan template.
`Description`	Provide a brief description of the template and its intended use.
`Active`	Select to activate this care plan goal and make it available to apply to a patient or member.
`Sort Order`	Indicates the vertical order in which this goal appears within the list of goals.
`Priority`	The priority of the care plan goal such as low, normal, or high.
`Care Plan Template`	Name of the care plan template this goal is related to. Don’t select values for both Care Plan Template and Template Problem lookups in the same template goal. If you do, you’ll get a validation error. Use only one of these lookups. Also, you’ll get another validation error if you don’t use either of these lookups.
`Template Problem`	Name of the template problem this goal is related to. Don’t select values for both Template Problem and Care Plan Template lookups in the same template goal. If you do, you’ll get a validation error. Use only one of these lookups. Also, you’ll get another validation error if you don’t use either of these lookups.
`Category`	Indicates the category of goals the template goal belongs to.

3. Click **Save**. The new template goal opens in a new tab.