--- schema_version: "1" id: a8fa4cedd24f69014b605aa53013ebfd359c57f4d3d363a2dc5c03b7e87087bd title: Elements of a Care Plan collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/care_plan_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.care_plan_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6dd441c769f7bb0e3a0114e0f6677fc02c95c7de1bb39bbf5360d13965c62318 description: "A care plan consists of three major components: The case details, the care team, and the set of problems, goals, and tasks for that care plan." products: - Health release: "264" --- # Elements of a Care Plan A care plan consists of three major components: The case details, the care team, and the set of problems, goals, and tasks for that care plan. ### Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
A care plan gives the healthcare team a history of the patient and the progress or challenges related to their health. A care plan can have any number of problems, goals, and tasks that you can track from the person's tab in the console. You can also manage the associated team of professional and personal caregivers from a care plan. When you create a care plan, the person you create it for is added to the care team automatically. A care plan is a combination of Problems, Goals, and Tasks, with a Care Team to manage them all. This example is just one way you can lay out a care plan on users’ screens. - **[Problems: The Reason There's a Care Plan](https://help.salesforce.com/s/articleView?id=ind.problems_overview.htm&release=264.0.0&type=5)** Problems are health issues that range from a specific diagnosis to more general conditions. Problems are identified through many sources: the primary care physician, a lab test, an issue reported by the patient or member, a diagnosis, or a stage of a disease. A problem can be clinical, such as a chronic bronchitis diagnosis, or non-clinical, such as needing assistance with daily activities in the home. When you assign a priority to problems, they appear in order of priority. - **[Goals: Shaping the Care Plan](https://help.salesforce.com/s/articleView?id=ind.goals_overview.htm&release=264.0.0&type=5)** Goals are the patient objectives that help achieve an improved outcome for a problem. A problem can have multiple goals. For example, a patient with arthritis could have the goals to keep daily pain levels under 4/10 and to keep or increase range of motion. As the patient progresses toward the goal, make sure to update the status of the goal. - **[Tasks: Primary Drivers of the Care Plan](https://help.salesforce.com/s/articleView?id=ind.tasks_overview.htm&release=264.0.0&type=5)** Tasks help you track and measure the activities associated with your patients or members. From the console, you can ask a caregiver to drive a patient or member to an appointment, remind yourself to follow up on a missed appointment, or send a pre-admission survey to complete. - **[Care Team: Carrying Out the Care Plan](https://help.salesforce.com/s/articleView?id=ind.care_plan_care_team.htm&release=264.0.0&type=5)** Care Team members are a focused group of caregivers who are responsible for the successful completion of tasks related to a care plan. You can assign ownership of care plan tasks to members of the care team, including other health professionals, patients, plan members, and family members. #### See Also - [Create a Care Plan](https://help.salesforce.com/s/articleView?id=ind.care_plan_creation.htm&release=264.0.0&type=5 "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.") - [Improve Outcomes with the Care Team](https://help.salesforce.com/s/articleView?id=ind.care_team_intro.htm&release=264.0.0&type=5 "The care team is the hub of your patient or member’s private community. It represents everyone working to make sure the person succeeds with his or her care plan. You can assign ownership of health tasks to members of the care team, including other health professionals, patients or members, and their family. Exchange secure, private messages between yourself, the person under your care, and members of the team—and they can access those messages on any device.") - [Change the Status of a Task](https://help.salesforce.com/s/articleView?id=ind.care_plan_task_status.htm&release=264.0.0&type=5 "A care plan is built on top of a case record, so a few details are required to get your case created.") - [Close a Care Plan](https://help.salesforce.com/s/articleView?id=ind.care_plan_closing.htm&release=264.0.0&type=5 "When a care plan is complete or not needed, you can close it and see it on the Closed tab of the All Care Plans view.") - [Use Flexible Care Plans for Different Use Cases](https://help.salesforce.com/s/articleView?id=ind.care_plan_viewpoints.htm&release=264.0.0&type=5 "Your users role in relation to the patient or member can influence how they want to view the care plan. When you enable Flexible Care Plans, you can organize your care plan interface to foreground problems, goals, or tasks.") - [Manage Complex Patients with Concurrent Care Plans](https://help.salesforce.com/s/articleView?id=ind.multiple_care_plans.htm&release=264.0.0&type=5 "One size doesn’t fit all in the healthcare world. You can manage patients with one condition of limited duration or you can manage patients with several chronic medical issues. When concurrent care plans are enabled in your org, you can break a patient’s care into focused, manageable units.")