Once you have entered a Client and conducted any necessary Assessments, you can then assign Goals to that Client and establish progress plans to achieve those Goals. In addition, you can link specific services to those goals and action plans.

Navigation

Navigate to the Client Workspace and search the desired Client. From the Client's dashboard, select Goals from the Client Management Menu.

Assigning a Goal to a Client

1. After selecting Goals from the Client Management Menu Group, you will be brought to the Goals form. This will list all Goals associated with this Client, along with their dates and outcomes. Select Add New in the right-hand corner to proceed.

2. Complete the data fields on this form, which will determine what populates the Goal
   dropdown menu.

3. Enter an explanation in the open text box, if needed, and select Save to finish.
4. Once a goal has been entered, it will display on the Goals form, where it can be Edited or Deleted. You can also view any associated progress, Case Notes, or Services for this particular Goal.

Quick Goals

Another method for adding Goals, ideal for assigning multiple Goals to a Client quickly, is the Quick Goals functionality.

1. Navigate to the Client Workspace and find the Client in question. From the Client's dashboard, select Goals from the Client Management Menu.
2. This will show the Goals form, which lists all Goals associated with this Client, along with their dates and outcomes. Select Quick Goals in the right-hand corner to proceed.
3. On the Quick Goals form, select the appropriate Screen and Goal Group from the dropdown menus. These will filter the goals that appear for selection on the bottom portion of the form.
4. Check the box next to each Goal you would like to assign to this Client.
5. Enter the appropriate Date and Status, as well as any comments for each Goal.
6. Select Save & Close to finish.
7. Once the Quick Goals have been entered, they will display on the Goals form, where they can be individually Edited or Deleted. you can also view any associated progress, Case Notes, or Services for this particular Goal.