---
schema_version: "1"
id: c16914b0228a70802ddb929152c1f0095d5695b70e9aa0c9cbe716eccf192ab3
title: Create a Care Plan in Salesforce Classic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_care_plan_classic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_care_plan_classic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d34067d2afcfd9274174e478521cfc351199538cbb7ee76ed61e3319d9d0a3b
description: 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.
products:
  - Health
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
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          </tr>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d204556e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d204556e69 ">To create cases:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d204556e69 ">Health Standard</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d204556e69 ">To view cases:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d204556e69 ">“Read” on cases</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d204556e69 ">To update cases:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d204556e69 ">“Edit” on cases</td>

          </tr>
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      </table>

- **[Add a Member to the Care Team](https://help.salesforce.com/s/articleView?id=ind.add_care_team_member.htm&release=264.0.0&type=5)**  
    The care team is the group of personal and professional caregivers who help a patient complete their care plans. People who work for your organization are considered internal members and have access to more information about the patient. External members, like family and outside providers, have restricted access to the patient’s information based on the sharing rules set up by your admin.
- **[Add Problems, Goals, and Tasks](https://help.salesforce.com/s/articleView?id=ind.add_problem_goals.htm&release=264.0.0&type=5)**  
    Problems, goals, and tasks create the basic structure for your patient or member’s care plan.