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?
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:
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