As Case Managers continue to meet with clients on their caseloads, they may want to add a goal for the individual client to their Case Plan to track and follow-up on.
This article describes how to add a goal to a case plan. To learn how to update the status of a goal on a case plan, click here.
From the Client's Contact Page
1. Click Case Plans.
2. Click on the name of the Case Plan you'd like to add a goal for.
3. Click New Goal.
4. Click Select a template.
5. Click Add custom goal.
6. Type the Goal Name.
7. Set the Status to In Progress.
8. Click Save.
Your goal has been created!
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