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Question 216 - Certified Health Cloud Accredited Professional discussion

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Bloomington Caregivers has created and tested its first care plan template in a sandbox, Which includes problems, goals, and tasks. The company has deployed this template to its final environment using Data Loader.

Which two steps should a consultant recommend, following this deployment, to enable users to successfully leverage this new template?

A.
Conduct end-user training O he use of the care plan template.
Answers
A.
Conduct end-user training O he use of the care plan template.
B.
Confirm User access to Care plan objects.
Answers
B.
Confirm User access to Care plan objects.
C.
Activate the new care plan template.
Answers
C.
Activate the new care plan template.
D.
Activate the problems; goals, and tasks associated with the template.
Answers
D.
Activate the problems; goals, and tasks associated with the template.
Suggested answer: B, C

Explanation:

After deploying a care plan template from a sandbox to a final environment using Data Loader, the consultant should recommend the following two steps to enable users to successfully leverage the new template:

Confirm User access to Care plan objects: The consultant should ensure that the users have the appropriate permissions and sharing settings to access the care plan objects, such as Care Plan Template, Care Plan Template Problem, Care Plan Template Goal, and Care Plan Template Task1.The users should also have access to the parent records of the care plan objects, such as Account or Contact2.

Activate the new care plan template: The consultant should activate the new care plan template by changing its status from Draft to Active3. This will make the template available for users to apply to their patients.The consultant does not need to activate the problems, goals, and tasks associated with the template separately, as they are automatically activated when the template is activated3.

1:Permissions Required for Care Plans - Salesforce2:Give Caseworkers Access to Goal Assignments and Benefit Assignments Related to Care Plans - Salesforce3:Create a Care Plan Template - Salesforce

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asked 23/09/2024
Edgar Alvarez
35 questions
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