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Care plan details

Out of the box, the CarePlan (PJN_CarePlan) Lightning record page is divided into the following sections to organize the different information in a Care Plan (Case) record:

Care plan progress

The care plan progress section provides a visual presentation of a patient's progress in a program journey and the details related to the care plan and selected stage.

Care plan stage progress custom metadata types

Progress bar and stages

The progress bar at the top of the section shows the existing program problems, or stages, of the care plan as defined by the Program Problem (mvn__PJN_Program_Problem__mdt) custom metadata type. Care plan stages can be either standard, optional, or both. Standard stages are identified and sorted by the Order (mvn__PJN_Order__c) field and immediately appear in the progress bar when the care plan is created. Optional stages are identified and sorted by the Library Order (mvn__PJN_Library_Order__c) field, appear in the stage library, and can be added to the actual care plan path as needed. To add an optional stage into the care plan path, click the plus (Salesforce_Add120Icon.png) icon at the far right of the progress bar to open the care plan stage library. Once selected, the optional stage will be added to the end of the progress bar.

Note

If a Program (mvn__PJN_Program__mdt) metadata record is configured to automatically add a stage to the care plan path to capture missing information when missing information is detected, that stage will appear in the default progress bar when the care plan is created, even if the Program Problem metadata record does not have an Order value. For more information on the configuration of this stage, reference Missing information.

Stages are always initiated sequentially such that the next stage can only be initiated if all of the current Open stages are completed. However, if the Is Startable (mvn__PJN_Is_Startable__c) field on the Program Problem metadata record is set to true, then users can manually start the stage at any time by hovering over the stage in the progress bar and clicking the start (Salesforce_Play120Icon.png) icon. The status of the stage will then be Open. Additionally, if the Is Skippable (mvn__PJN_Is_Skippable__c) field or the Is Removable (mvn__PJN_Is_Removable__c) field on the Program Problem metadata record is set to true, then users can click the skip (Salesforce_InternalShare120Icon.png) icon or the delete (Salesforce_Delete120Icon.png) icon to skip or remove the stage, respectively. When a stage is skipped, the stage and its related activities are Cancelled. When a stage is removed, the stage and its activities are deleted. A stage can only be removed if it has not yet been initiated.

The play, skip, and trash icons that appear when users hover on a stage in the progress bar

To complete a stage, complete all of its activities such that status of all the PJN_Activity Case records in the stage is Closed or Cancelled. Activities can either be defined by the Program Case (mvn__PJN_Program_Case__mdt) custom metadata type or created ad hoc in the stage. The activities within each stage are displayed in the Activities, notes, and files section in the record page. Once a stage is completed, the status of the stage will be Closed.

The color of each stage in the progress bar depends on the stage's state or Status field on the Problem (HealthCloudGA__CarePlanProblem__c) record:

  • An Open stage, or the currently active stage, is white.

  • A Planned stage, or an upcoming stage, is light gray.

  • A Closed stage, or a completed stage, is green.

  • The currently selected stage is dark blue.

Key fields and guidance information

The key fields and guidance information under the progress bar highlight key information about the care plan. They are managed by the CarePlan Path Coaching Setting (mvn__PJN_CarePlan_Path_Coaching_Setting__mdt) custom metadata type.

The data presented as key fields are configured by the CarePlan Path Keys Setting (mvn__PJN_CarePlan_Path_Keys_Setting__mdt) custom metadata type while the data displayed as guidance information are defined within the Care Plan Field (mvn__PJN_Care_Plan_Field__mdt) custom metadata type.

Note

Information about the overall care plan that is not specific to a stage is also managed by the Care Plan Field (mvn__PJN_Care_Plan_Field__mdt) custom metadata type. In such instances, the mvn__PJN_CarePlan_Path_Coaching_Setting__c field on the metadata record is blank.

Tabs, components, and related lists

The tabs under the care plan progress section contain several components and related lists where you can manage records related to the care plan.

Care Plan related lists

Patient tab

The Patient tab contains the following components and related lists:

  • The Contact Information component, where you can manage Contact Information (mvn__PJN_Contact_Information__c) records related to the patient, such as Address, Email, Fax, and Phone records.

  • The Consents related list, where you can manage Consent (mvn__PJN_Contact_Point_Type_Consent__c) records related to the care plan. For more information about consent, reference Consent.

Medical tab

The Medical tab contains the following components and related lists:

  • The Medical History component, where you can manage Medical History (mvn__PJN_Medical_History__c) records related to the patient, including metrics, allergies, prior treatments, and concurrent medications.

  • The Prescriptions related list, where you can manage Prescription (mvn__PJN_Prescription__c) records related to the care plan. For more information about prescriptions, reference Prescriptions.

Coverage tab

The Coverage tab contains the following related lists:

  • The Coverage Investigations related list, where you can manage Coverage Investigation (mvn__PJN_Coverage_Investigation__c) records related to the care plan.

  • The Member Plans related list, where you can manage Member Plan (mvn__PJN_Member_Plan__c) records related to the care plan.

  • The Assistance Programs related list, where you can manage Assistance Program (mvn__PJN_Assistance_Program__c) records related to the care plan.

For more information about coverage, reference Member plans and coverage and Assistance programs.

Fulfillment tab

The Fulfillment tab contains the following related lists:

  • The Fulfillment Requests related list, where you can manage Fulfillment Request (mvn__PJN_Fulfillment_Request__c) records related to the care plan.

  • The Shipments related list, where you can manage Shipment (mvn__PJN_Shipment__c) records related to the care plan.

For more information about fulfillments and shipments, reference Fulfillment requests.

Events tab

The Events tab contains the following related list:

  • The Events related list, where you can manage Event (mvn__PJN_Event__c) records related to the care plan.

For more information about events, reference Events.

Activities, notes, and files

The right side of the record page displays all of the activities, notes, and files related to the care plan.

Activities

The Open and All tabs both display a care plan activity timeline (i.e., the PJN_CarePlanTimeline Aura component) to showcase the activities related to the care plan. The Open tab displays only Open activities while the All tab displays all Open activities as well as any upcoming, Closed, and Cancelled activities. Users can click on New Activity to create ad hoc activities outside of the pre-defined program journey. Activities are managed by the Case object of PJN_Activity record type.

Care Plan activities

Configure care plan activity timeline appearance

To configure the appearance of the care plan activity timeline, use the Care Plan Timeline Case (mvn__PJN_Care_Plan_Timeline_Case__mdt) and Care Plan Timeline Case Field (mvn__PJN_Care_Plan_Timeline_Case_Field__mdt) custom metadata types. The former configures the icons for each activity status of a given program while the latter defines the Activity (Case) fields that appear as well as the order in which they are displayed.

Configure New Activity button

To configure the available Case record types that can be created from the button, enter a list of comma-separated key-value pairs in the New Activity Button Override (mvn__PJN_New_Activity_Button_Override__c) field on the Program Problem (mvn__PJN_Program_Problem__mdt) custom metadata type using the format <button label>:<Case record type API name>,<button label>:<Case record type API name>. The first key-value pair will appear as the main button while all other key-value pairs will appear in a dropdown menu.

For example, the image above demonstrates how the value of New Request:PJN_Request,New Activity:PJN_Activity appears in the Missing Information stage. The key-value pair New Request:PJN_Request appears as the main New Request button for creating new PJN_Request Case records while the key-value pair New Activity:PJN_Activity appears as an additional New Activity dropdown option for creating new PJN_Activity Case records.

To simply relabel the text on the default New Activity button, set the field to <button label>:PJN_Activity.

If no configurations are made, the New Activity button is the primary button that creates Case records of the PJN_Activity record type.

Hide New Activity button

There are two ways to hide the New Activity button.

  1. To hide the New Activity button for a specific stage in a program, set the Hide New Activity Button (mvn__PJN_Hide_New_Activity_Button__c) field on the Program Problem (mvn__PJN_Program_Problem__mdt) custom metadata type to true.

  2. To hide the New Activity button for every stage in the Open or All tabs:

    Hide New Activity buttons from the activity timeline in the Open tab

    1. Open the Care Plan record page in the Lightning App Builder.

    2. Click either the Open tab or the All tab.

    3. Click the activity timeline (i.e., the PJN_CarePlanTimeline Aura component) inside the tab. The variant field should equal open if you clicked the Open tab and all if you clicked the All tab.

    4. Uncheck the Show New Activity Buttons checkbox.

    5. Click Save.

Notes and files

The Notes and Files tabs display all notes and files related to the care plan, including any related records like ad hoc activities outside of the pre-defined program journey. Users can create, view, and edit notes and files directly in the respective tab. Reference Notes and Files.