Generating goal suggestions from programs

You can configure goal suggestions to be automatically added to a program in a client's care plan.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Planning > Programs.
    The list of programs is displayed.
  3. Select a program.
    The program home page opens.
  4. Select the Suggestions tab, and add goal suggestions by completing the following steps.
      1. Click Recommend Goal and search for and select a goal to suggest from a predefined list of goals.
      2. Select Automatically Add to cause the goal to be automatically added to the program.
      3. Enter a reason for the goal.
  5. Click Save.