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After you add a goal in the Treatment Plan section of the Client File, you will then be able to add the goal directly in your session notes.

Related Article: Add and Edit Client Treatment Plan and Goals

  1. Click the Task icon Snag_1f9a588a.png in the menu on the left to access the appointments that need a note.
  2. Click Create Note, and select the appropriate note type from the drop-down.

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  3. Scroll down in your note to the Clinical Documentation section. Use the Please Select the Goal drop-down menu to select the goal you would like to add.

    NOTE: If you do not see the drop-down, contact support at kasa.support@ensorahealth.comto get it enabled.

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  4. Scroll down and click Save Note when completed.

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