How to Update Goals and Interventions

 

1. Select the Clients menu.

 

 

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

 

 

3. Select the Treatment Plan & Goals tab.

 

 

4. All goals and interventions that were listed in the client profile on the day of the roll will be moved to the Treatment Plan & Goals tab. There was no way to identify which intervention belonged with which goal so under each goal are all interventions that were in the profile.

 

 

5. If you wish to modify the listed goals/intervention combinations, select the clone icon (two pieces of paper).

 

 

6. Enter Start Date and End Date.

 

 

7. Next, select the edit icon (pencil) to modify the interventions listed under the goal.

 

 

8. Select the delete icon (trash can) to remove the intervention from the goal.

 

 

9. If you need to modify the intervention, click directly on the text to edit. Or to add a new intervention, select the add icon (plus sign). When finished, select Save & Exit.

 

 

10. There will now be two entries. The clone on top will now be the active set.