Add Goal Data

You will typically record goal data from a daily note, but you can also add data from the Docs tab. Goal data and comments appear on daily notes, and a summary can also be reported on evaluation-type documents.

1. Click the Docs tab at the top of the screen.
2. Click Patients and Goals in the menu on the left.
3. Click the Name of the patient whose goal you are adding data to.

   

4. If your patient has more than one patient case, the Select Case window will appear. Click the Case Name that has the goal you are adding data to.
   • If your patient has one patient case, that patient case will open by default. You will skip this step.

     

5. Click the Enter Data (Graph arrow) icon below the goal.

   

6. Click the Calendar to select a data entry Date.
7. Click the Value drop-down to select No or Yes.
8. Click inside the Comment box to enter a comment.
9. Click the Save button.