How to Add Goals and Interventions

 

1. Select the Clients menu.

 

 

 

2. Select the Client Details icon (single person).

 

 

 

3. Select the Treatment Plan & Goals tab.

 

 

 

4. Click on Treatment Plan & Goals

 

 

 

5. Select Add Goals/Interventions

 

 

 

6. Select the calendar icon to enter a Start Date and End Date. Both are required.

 

 

 

7. Select Add/Edit Goals to add goals.

 

 

 

8. Select the plus sign to add the first goal.

 

 

 

9. Type the goal text in the text box. To add additional goals, select the plus sign. Once all goals are added, select Save & Exit at the bottom.

 

 

 

10. Next select the pencil icon to create an intervention for the goal.

 

 

 

11. Select the plus sign to add the intervention.

 

 

 

12. Enter the intervention text in the text box. If another intervention is needed for the goal, select the plus sign at the top. Once all interventions for the listed goal are added, select "Save & Exit" at the bottom.

 

 

 

13. When done the goals and interventions will be listed under the Treatment Plan & Goals tab.