If a goal that has already been met is still appearing on new Notes follow these steps to mark it complete:
1. Click Manage Client Goals module
2. Select the name of the client
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
6. This goal will no longer automatically populate on new Notes. However, this goal will still appear in Reports if the report parameter includes the dates when the client was working on the goal.
You can also mark goals complete from within a Note: Click on the goal to expand it and type the date the goal was met in the Date Completed line.
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