Note - Select Goals to Appear

Remove Goal from Note due to not targeting it (but continue automatically populating the goal on the next note)

1. Click "Expand All" next to "Goals" 
2. Click the blue checkbox under the goal to uncheck it and remove it from the Objective and Assessment sections

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Mark Goal "Met" or "Not Met" from New Note

1. Click "Manage Goals" button
2. Click the blue "Manage" button next to the goal that needs to be marked met/not met
3. ​Select either "Met" or "Not Met"
4. In the "Date field, type the date the specific goal was reached or not reached
5. Click "Save Goal" and "Close" to return to the Note

Mark Goal "Met" or "Not Met" 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 met/not met
4. In the "Date field, type the date the specific goal was reached or not reached
5. Click "Save Goal"

Important things to note:
Unchecked goals do not appear in the Objective section, Assessment section, and the Goal section on the final PDF note

Met/not met goals will stop populating on Notes with session dates after the date met/not met.

If the met/not met date is the same as the session date of the note, the goal will remain on the note. 

Met/not met goals still appear in Reports if the goal was targeted some time between the "Start" and "End" dates of the Report.

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