Removing associations between programs and goals

You can remove an association between a program and an open goal when the association is no longer relevant. You cannot remove the association for a completed goal. This change applies for the currently selected client only. Goals on the client's plan are not affected.

About this task

You can remove the association while the client is still assigned to or enrolled in the program. You cannot remove the association after they complete the program or are disenrolled from the program.

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 > Goals.
    The goals list is displayed.
  5. Select a goal.
    The goal home page is displayed.
  6. In the Programs section, select Remove from the Actions menu of the program.