---
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id: 834d0a1132dc17d6ebf476020261500c42895bd57d1253f124aa076825d44500
title: Create a Care Plan Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_create_a_care_plan_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_care_plan_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6ec66f898d49871e2e2febe19b23e6a17f2dddfe4fff45bb9310682c303e55bf
description: Create a care plan template with frequently used benefits and goals that can be reused to create care plans.
products:
  - Education
release: "264"
---
# Create a Care Plan Template

Create a care plan template with frequently used benefits and goals that can be reused to create care plans.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To create a care plan template: | Education Cloud Full Access |

1. From the App Launcher, find and select **Student Success**.
2. On the advisor console, click the dropdown navigation menu, and select **Care Plan Template**.
3. Click **New**, and then enter a name and description for the care plan template.
4. Under Status, select **Draft**, and then save your changes.

In the Related list view of the new care plan template, add goal definitions and benefits, and assign the template to existing care plans. When you’re ready, set the care plan template status to active. To learn more, see [Create a Care Plan Template](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_create_template.htm&language=en_US).