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Link Goals to Funding Account

Description:  In this topic, you will learn how to link Goals to a Funding Account.

1. Log in with the appropriate profile
2. Click Authorization from on the main menu
3. Click Funding Account from Accounts on the submenu
4. Enter the search criteria in the filter (i.e., client, cost center) and click the Search button
5. Click anywhere on the Funding Service Account row in the results table to open the Account Details page
6. Click Actions button Actions 
7. Click Select Add/Remove Goals from the action’s dropdowndrop-down menu
8. The Add/Remove Goals wizard will open
9. Select a goal(s) Click on the Goals in the Available Goals the column
   1. Select Click the right triangle button to add a column goal to the Selected Goals column
   2. Select Click the double right triangle >> button to add all columns goals to the Selected Goals column
   3. Select Click the left triangle button to remove the column goal from the Selected Goals column
   4. Select Click the double left triangle << button to remove all columns goals from the Selected Goals column
10. Click Save Click Yes in the confirmation alert windowandYes to confirm

Create a Canned Task Question

Description:  In this topic, you will learn how to create canned task questions to be available to add to any client’s tasks.

1. Log in with the appropriate profile
2. Click Settings from on the main menu
3. Click Task Question from on the submenu
4. Click Actionsbutton
5. Click Select Add New Task Question from the actions dropdowndrop-down menu
6. Complete the Add New Task Question, the form wizard
   1. Question : - Enter Question question text
   2. Status : - Select Active or Inactive from the drop-down
   3. Click Next
   4. Answer : - Enter the answer and click . Click the plus sign (+) buttonAdd to add additional answers to be available for the question.
   5. Click the Save underneath the answers to add more questions to this task (you will be returned to the question screen)if applicable
7. Click the Save Click Yes in the confirmation alert windowandYes to confirm
8. The task question is now available for use when adding tasks to goals in the Add New Task form under the Additional Questions tab, select Canned for the Question Type Canned.

Care Management Overview

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