A care plan is built on top of a case record, so a few details are required to get your case created.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To view cases: | “Read” on cases |
| To update cases: | “Edit” on cases |
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To close an open task, select the checkbox next to that task.
The task is closed and appears with strikethrough formatting. You see closed tasks when you switch the filter from Open to either Closed or All.
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To change the status of a task from Closed to anything else, do this:
- Deselect the checkbox for that task.
- Select the status you want to set.
- Click Save.