In this blog, you’ll learn what Care Plans, Goals, and Tasks are in Salesforce Health Cloud and why they play an important role in improving patient health. A Care Plan is a structured approach that helps patients achieve better health outcomes by setting clear goals and breaking them down into manageable tasks. Goals define what needs to be achieved—like preventing future kidney stones—while tasks outline the actionable steps to reach those goals, such as reducing salt intake or avoiding high-protein diets. With Health Cloud, these goals and tasks can be tracked, assigned to patients or caregivers, and monitored by the care team, ensuring that everyone works together toward a common objective. By the end of this guide, you’ll understand how Care Plans make healthcare more organized, personalized, and effective.

What Are Care Plans, Tasks, and Goals?

• A Care Plan in Health Cloud is a plan made for each patient to guide them towards better health.
• A Goal is something you want the patient to achieve (for example, stop getting kidney stones).
• A Task is a specific action or step to help achieve a goal (like buying low-sodium food).

Example: Kidney Stone Problem

• Imagine a patient with kidney stone issues.
• The goal could be: Don’t get more kidney stones.
• Some sub-goals might be:
  • Reduce salt intake.
  • Cut down on eating red meat.
  • Avoid a high-protein (keto) diet.

Setting Goals in Health Cloud

• You can create specific goals like Reduce salt intake and set their priority by clicking on the New Goal button.

• Multiple goals can be added under the main health problem.
• Each goal helps track progress for the patient’s specific needs.
• When you created Goal for this care plan, it's should be visible in the Goals list like the below figure

Creating Tasks For Each Goal

• For each goal, you add tasks that help the patient achieve that goal by clicking on the New Task button.

• For Reduce salt intake you might add tasks like:
  • Buy food labeled low sodium.
  • Avoid fast food (like burgers with high salt).
• The system allows you to assign tasks to specific people, like a family member.
• When you add the task, it's look like the below figure

Assigning Tasks and Responsibility

• Tasks can be assigned to the patient themselves or caregivers (like their son or another family member).
• This makes sure everyone knows what they need to do to help the patient stay healthy.

Real-Life Tips & Friendly Advice

• It’s a good idea to cook meals at home to control salt and ingredients.
• Tasks should be small, clear actions (like “buy low sodium beef stock,” “eat red meat only twice a day”).
• Make sure everyone in the care team knows their task for smooth care coordination.

Why Is This Important?

• Goals give the patient something clear to aim for.
• Tasks are steps that help reach those goals—like a checklist.
• This structure helps care teams keep patients healthy and make sure nothing is forgotten.
• It also makes it easy to assign, track, and manage all the actions that support patient health.

Summary

In Health Cloud, care plans have goals (what you want to achieve for the patient) and tasks (the small steps needed to get there). You can assign these to family or caregivers so everyone works together for the patient’s health!

Care Plans in Salesforce Health Cloud provide a structured way to guide patients toward better health by setting clear goals and breaking them into actionable tasks. Goals define what needs to be achieved, while tasks outline specific steps to reach those goals. These tasks can be assigned to patients, family members, or caregivers to ensure everyone contributes to the care process. This approach helps care teams stay organized, improves patient outcomes, and ensures nothing is overlooked in the patient’s health journey!