Add & Edit Group Goals

Jump to Section:

1. Hover over the Managers tab in the navigation bar and select Services Manager from the drop-down.
2. Locate the service code used on group notes, and click the Edit icon.
   
    
3. Check the Allow Overlapping Service Times box.
   
    
4. Scroll to the bottom of the page and click Update Service. 
5. Repeat this action for each service code that is used for group notes and sessions.

Add Group Goal

1. Hover over the Managers tab in the navigation bar and locate New Goal Manager from the drop-down, then click Manage Group Goal(s) from the drop-down.
2. Click Manage Group Goals.
   
   
    
3. In the Add a new Goal section on the right, enter the group goal and related information just like you would on an individual goal. Then click Add Goal. You can add a new objective, and intervention on the right as well.

   Note: Target date and Open date are mandatory fields you must fill in.

4. The new goal will then populate on the left. It will also appear on the note itself for you to select.
   
   
    
5. After you have created your goal, you can create a group note and select all clients that participated in the group session.

[Back to Top]

Edit Group Goals

Hover over the Managers tab in the navigation bar and locate New Goal Manager from the drop-down, then click Manage Group Goal(s) from the drop-down.
Click Manage Group Goals.
To edit a goal, click Edit to the left of the goal.
Click the [X] to delete the goal.
To edit or delete an Objective or intervention, click Edit or Remove to the right of the objective or intervention.