---
schema_version: "1"
id: 05f698fb6c85c17f42c19517d0ad71dcd5d8fceca03bf6d39ea766277f740567
title: Create a Care Plan in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_care_plan_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_care_plan_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0578065cd09b06018c59508318565fa4e6d1c99e4ee68fcec2492ab52f82d83
description: 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.
products:
- Health
release: "264"
---
# 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.
### 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
1. Go to the **Patients** tab and click a name.
2. Go to the **All Care Plans** subtab and click **New Care Plan**.
3. Select care plan type and click **Next**.
4. Select the templates you want and click **Next**.
Or, if you don’t want any problems, goals, or tasks in your care plan yet, click **Start a Blank Care Plan**. You can still add templates, problems, goals, or tasks to your care plan later, the same way you would in Salesforce Classic. If your org doesn’t have any templates, or if you don’t have access to a template, the template selection screen is bypassed.
Important Don’t use a blank template to create a blank care plan. If you do, you’ll get a validation error on the next page.
5. Select a **Start Date**, customize your templates, and click **Next**.
If some components or child components aren’t relevant to you, you can deselect them to remove them from your care plan. But, make sure you leave a few components in the care plan; you get a validation error if you remove all the components in your selected templates.
6. Enter your case details and add people to your care team.
Tip Every care team must have a care coordinator assigned to it. The patient is automatically added to your care plan, even though you can’t see them here.
7. Review your care plan and click **Save Care Plan**.