Archive a Goal

You can archive a goal to hide it on the patient's list of goals and on daily notes. When you archive a long-term goal, all of the short-term goals associated with it will also be archived. Archived goals can still be included in evaluation-type documents, depending on the document's settings. Archived goals don't appear on daily notes, so make sure you've signed all of the daily notes the goal should appear on.

Archive a Goal

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 archiving. 
    

   

   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
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 archiving.
   • If your patient has one patient case, that patient case will open by default. You will skip this step.
      

     

     
     
     
     
     
     
     
     
     
     
     
      
5. Click the Archive icon above the goal.
   
    
    
6. Click the Archive Goal button.