A care plan is built on top of a case record, so you need a few details to create a case. How you create a care plan changes based on whether you use Salesforce Classic or Lightning Experience.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create cases: | Health Standard |
| To view cases: | “Read” on cases |
| To update cases: | “Edit” on cases |
- Create a Care Plan in Salesforce Classic
In Salesforce Classic, you create a care plan in three separate steps. First, you create a case record for your care plan. Then you add a care team to this case record. And then finally, you create problems, goals, and tasks for your care plan. - Create a Care Plan in Lightning Experience
In Lightning Experience, you create a care plan in a single flow. You create the case record, apply any templates you want, and add your care team, all in the same place.