As Case Managers continue to meet with clients on their caseloads, they may want to add action items (tasks) to reach each specific goal.
This article describes how to add an action item to a goal. To learn how to add a goal to 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 the Pencil Icon by the Goal you want to add an action item to.
4. Click Add Action Item.
6. Type the Action Item Name.
7. Set the Due Date.
8. Set the Status to In Progress.
9. Search for the individual you want the Action Item Assigned To.
10. Click Save.
Your action item has been created!
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