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Manage client goals - edit or delete quantitative data fields

9/21/2018

 
From Main Dashboard
1. Click "Manage Client Goals" module
2. Click client name
3. Click the "Quantitative Data Fields" tab
4. Click "Manage" next to the data field you would like to edit or delete

To Edit:
1. Make changes to the associated goal, tracker title, or any previous values and comments
2. Click "Save Tracker"

To Delete Data Values & Comments: 
1. Click the red "Delete" button next to any previous comments to delete that value and comment only
2. Click "Save Tracker"

To Delete Entire Tracker:
1. Click "Delete Tracker" at the bottom of the page
2. Click "Yes"


Important things to note when deleting:
  • All of the associated information with the tracker will be deleted from the client record.
  • The data will still appear on finalized Soap Notes if you click "view." If you were to click "edit" the tracker would not appear on the old notes. 
  • The intention is so that you can delete a tracker if you made it by mistake.

What if I want to keep the data?
  • Mark the goal associated with the data tracker "complete" instead of deleting anything.
  • This will make it so the goals & associated trackers will disappear from daily notes but will remain in the client record.
  • Universities: Goals should be marked "complete" at the end of each semester so the new students can start fresh by writing the goals themselves in the new semester. 
​
Important things to note when editing:
  • Any quantitative data fields in previously created notes will automatically be edited.
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