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Now that we have designed our Goals and Objectives and added a Treatment Plan form to the active chart structure we can complete the form in the patient’s chart. Follow the steps below to add a pre-designed Objective to a Treatment Plan form.

  1. Open the Patient’s Chart Details to open the Treatment Plan form.
  2. Select the Treatment Plan form from the Available Forms List.

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  3. When you open a Treatment Plan, navigate to the Objectives Tab.
  4. In that tab you will find the Select Objectives button, click on it.

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  5. After you click on that button, the Objective Library Selection screen pops-up and allows you to prefill the text box with an Objective listed below.
  6. Flag the checkbox next to the Objective you want to use.
  7. Click the Accept button.

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  8. Once you click Accept the Objective you want to input will populate the Treatment Plan.

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