You can complete, edit, or add a treatment plan goal at any time while the treatment plan is active.
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The Problems/Goals Section is where you'll enter the client's initial problems/goals during the creation of their treatment plan.  |
| You don't have to be associated with the treatment plan's program in order to view the goals, however, you do have to be associated with the program in order to add, complete, or edit anything. |
View Goals |
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Click Goals in the Goals column of any treatment plan to view a list of goals associated with that treatment plan.  |
Adding A New Problem/Long Term Goal |
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Click Add Problem/Long Term Goal to add a new problem/long-term goal to the treatment plan.  Enter the long term goal. Click Save, or Save and Continue to ST Goals to add a short term goal. If you do not have a short term goal to list at this time, click Save and then close the window or click Cancel - the Problem/Long Term Goal will be saved.  Enter the short term goal click Save and Continue to Action Step to add an action step for this short term goal.  If you do not have an action step to list at this time, click Save and then close the window or click Cancel - the Short Term Goal will be saved.  |
Add A Short Term(ST) Goal to an existing Problem/Long Term Goal |
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Click Add ST Goal to add a short term goal to the existing problem/long term goal.   |
Add an Action Step to an existing Problem/Long Term Goal |
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Click Add Action Step to add an action step to the existing short term goal.   |
Editing GoalsUse the Edit button to mark a long term goal, short term goal or action step as complete(Met, Closed, Completed), or to edit an action step. |
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Click Edit by the long term goal. 
The text field is greyed out and cannot be changed but you can select Met or Closed and then use the dropdown calendar to complete the long term goal. 
Click Edit by the short term goal. 
The text field is greyed out and cannot be changed but you can select Met or Closed and then use the dropdown calendar to complete the short term goal. 
Click Edit by any of the action steps to edit action steps. 
Make the necessary changes and click Save or Save and Close.  |
Link HxUse the Link Hx button to view a history of previous edits. |
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