「action-plan-template」の検索結果

Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-requirements.

日本語の概要は準備中です。原文の説明を表示しています。

Configure care plan templates, problems, goals, and tasks in Salesforce Health Cloud - the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned) and the legacy CarePlanTemplate__c + Case Tasks model. Trigger keywords: care plan template, ICM care plan, PGI library, action plan template, problem definition, goal definition. NOT for enrolling a patient into a clinical program - use admin/care-program-management. NOT for care team workflow, transition of care and SDOH barriers - use admin/care-coordination-requirements.

日本語の概要は準備中です。原文の説明を表示しています。