If a goal that has been met is still appearing on new Notes, follow these steps to mark it complete.
Mark Goal Complete from New Note
1. Click "Expand All" next to "Goals" about half-way down in the note
2. In the text box under "Date Completed" type the date the specific goal was reached
3. Finish filling out the note and click "Save Note"
Mark Goal Complete from Main Dashboard
1. Click "Manage Client Goals"
2. Click client name
3. Click the blue "Manage" button next to the goal that needs to be marked complete
4. Type the date in the "Date Completed" line
5. Click "Save Goal"
Important things to note