04 Adding Goals for Clinical Notes

Getting Started

1. Click the arrow in the Clients Desktop

2. Click on Clients

3. Click on Search to populate the search grid.

4. Find the client’s name in the grid and click on the Edit Client button to open the client record.

5. Click on Treatment

6. Click on Add Plan

Add Treatment Plan Info

1. Select the plan Format.

2. Select the plan Type.

• Helpful Hint: additional plan type and plan format options may be added by going to Options> Contact Support to send a request to our support team.

3. Enter the Start Date and End Date for the plan.

4. Click on Save

Add Goal

1. Click on the Add Goal button

2. Enter a goal Code. Goal Code is required and is typically used to number the goals.

• Helpful Hint: If you plan on entering more than 9 goals, you should enter goals 1-9 as “01-09” for proper goal sorting in the system.

3. Open Date and Close Date are used to determine whether or not the goal pulls to the note based on the service date. For example, if the open date is 1/1/17 and the close date is 7/31/17, then the goal will not show up on a note with a service date of 8/1/17. If left blank, the system will use the plan start date and end date to determine when the goals should pull over to the note.

4. Enter the goal Description. This is required and should include the goal as it needs to appear on the note.

• Helpful Hint: If there are multiple goals to enter, repeat the above steps by clicking on the Add Goal button against the treatment plan line.

5. Click on Save

Add Outcome

1. Click on the Add Outcome button

2. Select the Service that this goal should apply to from the Service1 drop-down. The goal can be applied up to 5 different services. If you need to link the goal to more than 5 services, simply click on the Add Outcome button again to get another 5 service drop-downs.

• Helpful Hint: Each goal will need to link to a service in order for it to display on the note. Without connecting a goal to a service, the system will not have the capability of syncing it to a note.

3. Revised Date and Target Date are used for reference purposes only. Methodology is for reference only as well. Note: the information entered in these fields does not populate anywhere on the note.

• Helpful Hint: If a task analysis is required to be pulled to the note, it is suggested that the information be included in the goal description.

4. Click on Save