PERMISSIONS: You need the Admin permission to use these functions.
Go to Admin → Basic Setup → Goal Categories to customize the categories used to group goals into different treatment areas.
Jump to Section:
Add a Goal Category
- In the lower right, click the + Category button.
- Fill in the goal category's information.
- Click the Save Goal Category button.
Edit a Goal Category
- Click the goal category you want to edit.
- Once you've made changes, click the Save Goal Category button.
Delete a Goal Category
Restrictions: You can only delete a goal category if no goals have been added to it.
- To the right of the goal category, click the delete icon
.
- Click the Delete Goal Category button.
About the Fields
| Field | Description |
|---|---|
| Name | The name of the goal category, which will appear on patient documents, in the Docs tab, and when printing goals from the Docs tab or from the patient. |
| Service | Determines which service type this goal category is available for. Only one service type can be selected, but you can create an identical category for another service. |