A Goal tells the story of how a treatment plan has been utilized in the time that it was being utilized with a Client. It is the best practice that when you need to update information about a goal, objective, or intervention that you update the history to better show the story of the treatment plan, do not edit the information.
IMPORTANT: Editing the goal allows you to modify or correct the existing Goal. To make changes, update the history instead of edit.
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
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- Open the appropriate Client.
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- Click Client Goals in the Notes/Information section in the left menu.
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- Click Manage Goals.
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- To update the goal, objective, or intervention click Add New Goal History, Add New Objective History, or Add New Intervention History in the section that you are making updates to.
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- Enter the Target and Review Date.
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- Click the Current Status drop-down, and select the appropriate status from the list.
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- Enter the Justification for the continuation or discontinuation of the goal, intervention, or objective.
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- Click Add Goal History when finished.
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