Note - Add goal

​To add Long-term Goal:
​1. Click green "New Note" button in upper right-hand corner of dashboard
2. Select client name
3. Select supervising therapist from drop-down menu
3. Click "Yes" 
​4. Click "Expand All" next to "Goals"
5. Click green "Add New Long-term Goal" button 
5. Type goal
6. Click "Save Goal"

To add Short-term Goal: 
7. Click "Add New Short-term Goal" underneath specific Long-term goal
8. Type goal
9. Click "Save Goal" 

Important things to note:

• Snippets can be used as a goal bank 
  • ​Pre-load your goals as snippets in the Snippet module and click blue "Show Snippets" button when typing your new goal.
• Once added, goals appear on all subsequent notes until marked complete.

Have more questions? Check out the articles below. 
Mark goal complete
​Edit or delete goal
Edit or delete quantitative data field

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