Configuring action and service suggestions for goals

You can suggest actions, services, and service categories that can help an individual to achieve a goal. When the goal is added to an individual's care plan, the actions, services, and service categories are suggested for the individual.

1. Sign in with your administrator credentials.
   Your home page opens.
2. Click Care Planning > Goals.
   The goals library is displayed.
3. Click the Actions menu of a goal, and click Suggest.
   The Suggest page opens.
4. Click the search icon for actions, services. or service categories, enter your search terms and click Search.
   • For actions, enter a name or description.
   • For services, enter a name, description, or category.
   • For service categories, enter a name.
5. Select an action, service, or service category in the Results list, and click Select.
6. Optional: Enter a reason for the suggestion of up to 300 characters.
7. Click Save.