Add Client Goal, Objective, & Intervention

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Access Client

1. Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
2. Click on desired Client.

Add New Goal

1. Click Client Goals from left menu.
2. Select Client Goals from Notes/Information left menu.
3. Scroll to Add New Goal section on right sidebar.
4. Fill in Add New Goal fields appropriately.
5. Click Add Goal when complete.

	Mandatory Fields - Indicated by red asterisk.  Goal Title Goal Description/Purpose Goal Status   CAP/IDD Services - Required for Self-Directed Services, optional for everyone else. This will display in CAP Note based on this selection.
	Optional Fields Open Date - Goal Start Date Target Date - End Date Frequency Cap Frequency Units Measurement Units Comments

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Add New Objective

Note: Some Note types do not require additional information Objectives. Consult your Clinical Director with questions on policy and procedure.

1. Scroll to Add New Objective section on right sidebar.
2. Fill in Add New Objective fields appropriately.
3. Click Add Objective when complete.

Mandatory Fields - Indicated with red asterisk. Select Goal Objective Status Objective Description Optional Fields Open Date - Goal Start Date Target Date - End Date

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Add Intervention

Note: Some Note types do not require additional information Interventions. Consult your Clinical Director with questions on policy and procedure.

1. Scroll to Add New Intervention section on right sidebar.
2. Fill in Add New Intervention fields appropriately.
3. Click Add Intervention when complete.

Mandatory Fields - Indicated with red asterisk. Intervention Status Intervention Description Optional Fields Select Goal Relate Goal to Objective Services to Render Service Frequency Staff Type

1. Select the Goal and Objective this Intervention will be related to (Relate to Objective).
2. Select Intervention Status. 
3. Enter Intervention information.
4. Optional: Services to be rendered, frequency, Staff type for delivery.
5. Click on Add Intervention.

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