Associating care team actions with goals

Care team actions can be relevant to more than one goal and must be associated with at least one goal. You can associate actions with other goals on the care plan by adding the goals to the action.

Before you begin

At least one goal that is not associated with the action must be on the plan.

About this task

You can add goals to care team actions regardless of whether the action is assigned to you or another care team member or role. Even when an action is assigned to a care team role, rather than a specific care team member, you can associate goals with the action on the Care Team Actions list.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Click Plan > Plan.
  5. Select Add Goals from the Actions menu of a care team action.
    The Add Goals page opens showing only the goals that are available to select.
  6. Select the goals that you want to add and click Save.
    The action is associated with the goals and is shown in the care plan under each goal.