Use the Individualized Rehabilitation Treatment Plan to record goals and objectives related to the client's rehabilitation treatment. Use settings in the assessment to have the goals
auto-populate in the client's Client Goals tab and be available when submitting client notes.

1. Click Client Manager from the Managers tab on the top navigation bar. Open the Client Details page.
   
    
2. Click Assessments under Notes/Information.
   
3. Select the Assessment category.
   
    
4. Scroll down and select Individual Rehabilitation Treatment Plan.
    
    
5. Complete the assessment and scroll down and click settings for:
   Copy goals to client
   Add to Client Goals
    
    
6. Scroll to the bottom and select the Note Author.
7. Click Mark Completed & Sign and Apply Signature. Follow the prompts to complete signing the assessment. 
    
    
8. Goals entered in the assessment will be displayed on the Client Goals page. 
   

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