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- Log in with appropriate profile
- Click Care Management from the main menu
- Click Plan of Care from the submenu
- Enter Client Name into search filter and click the Search button
- Click anywhere on the Client’s Plan of Care in the table to open the Plan of Care Details page
- Click Actions button
- Click Add New Goal from the action’s dropdown
- Complete the Add Goal form wizard
- Goal Name: Enter a general name for goal
- Summary: Enter information specific to the individual and goals
- Target Outcome: Represents the target percentage of met outcomes for all completed tasks under this goal
- 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
- End date: Select an End date. After this date, the caregiver will no longer see the goal
- Status: Active or Inactive from the dropdown
- Click Save
- Click Yes in the confirmation alert window
- Repeat steps 6-10 to add additional goals for the client
- 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.
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