Modifying goal suggestions for programs

You can update suggested goals for a program. Your changes do not affect existing clients.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Planning > Programs.
  3. Select a program.
    The list of programs is displayed.
  4. To modify the suggested goals for the program, select the Suggestions tab.
    1. Click Edit in the Actions menu of the suggestion.
    2. Select or clear the Automatically Add option, as needed.
    3. Modify the reason for the goal, as needed.
    4. Delete a goal suggestion by clicking the Actions menu of the goal suggestion, and click Delete.