- Open client profile
- Click “Goal Plans” from the intake navigation bar
- Click “Add Quick Goal Plan” near the top left corner
- Enter Goal Plan Name
- Select the corresponding Domain this Quick Goal Plan belongs from the drop-down list
- Select the pre-established Goal Statement from the drop-down list
- Click “Create Goal Plan”
- Click Goal Plan to expand
- Click Create Objective
- Fill in all relevant information
- Click + Add Step
- Click the pencil icon to the right
- Fill in all relevant information
- System will save automatically
Create Quick Goal Plan Print
Modified on: Thu, Dec 26, 2019 at 4:21 PM
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