Create Care Plans That Fit Your Patients

Create custom care plan record types to give care coordinators flexibility in tracking and managing their patients by using different types of care plans.

Health Cloud comes with a default care plan that’s ready to use. But care coordinators can manage patients that have vastly different needs and concerns. Using custom metadata, you can create different types of care plans that care coordinators can apply to their patients and provide customized care.

During the lead to patient conversion, users select a care plan record type to use as the primary care plan for the patient. When you let users create several care plans per patient, care coordinators can select the type of care plan record type that they want to use.


Make sure to use record types that are associated with a care plan record when creating custom care plans. Record types based on standard case records aren’t supported for care plans.

To use multiple care plan record types, existing orgs with cloned permission sets must add Read and Edit permissions to the Care_Plan_Record_Type_Name and Care_Plan_Record_Type_Namespace fields on the Lead object. Users without permissions on these fields can access the default care plan record type only.

You can use the Lead to Patient API to convert leads to patients. Specify a care plan record type name and namespace in the Lead custom fields that matches an active record type name and namespace. If there the fields don’t match or the current user doesn’t have access to that record type, the default record type is used. If a default hasn’t been specified or the user can’t access the record type, then the lead is converted using the delivered default record type.