Page History

...

1. Log in with appropriate profile
2. Click Care Management from the main menu
3. Click Plan of Care from the submenu
4. Enter Client Name into search filter and click the Search button
5. Click anywhere on the Client’s Plan of Care in the table to open the Plan of Care Details page
6. Click Actions button
7. Click Add New Goal from the action’s dropdown
8. Complete the Add Goal form wizard
   1. Goal Name: Enter a general name for goal
   2. Summary: Enter information specific to the individual and goals
   3. Target Outcome: Represents the target percentage of met outcomes for all completed tasks under this goal
   4. Effective date: Select an Effective date. Goals can start at any date within the plan of care dates and will display for the caregiver if active within the date range
   5. End date: Select an End date. After this date, the caregiver will no longer see the goal
   6. Status: Active or Inactive from the dropdown
9. Click Save
10. Click Yes in the confirmation alert window
11. Repeat steps 6-10 to add additional goals for the client
12. The Goal(s) is complete, now add Tasks to Goals

d.     Add Tasks to Goals

Description:  In this topic you will learn how to add Tasks to Goals. Goals must be established for a client to add Tasks.

...