As Case Managers continue to meet with clients on their caseloads, they may want to update progress for action items (tasks) to reach each specific goal.
This article describes how to update the status of an action item for a goal. To learn how to add an action item to a goal, 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 update the action item on.
3. Click the Pencil Icon by the Goal you want to update an action item on.
4. Click Status and select the correct Status.
5. Click Save.
Your action item has been updated!
0 Comments
Add your comment