Removing associated goals from client actions

You can remove the association between a goal and a client action. The goal is not removed from the care plan, but it is no longer associated with the action.

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.

   By changing the filters on My Clients page, you can change your client list view. For example you can apply a filter to view only your High Priority clients. Click Add Filter to add a filter and further refine your client list view by Name, Date of Birth, Priority, Programs, or Phone Number. When you filter by Name, you can search by Last Name, First Name to return a client record that exactly matches that name. If you do not know the exact details to search for, you can complete a partial search by entering one or more characters in the client's name. In this case, the search results might return multiple name records that contains the partial string or character that you entered. Special characters are supported in name searching, for example, you can search for the last name of O'Neill. Note that searching for ONeill will return O'Neill name records but a search for O' Neill (with a space) will not return O'Neill name records.

3. Click a client name.
   Their Summary View opens.
4. Click Plan > Plan.
5. Click a client action.
   The client action page opens.
6. Go to the Goals section to see any goals that are currently associated with the action.
7. Select Remove from the Actions menu of a goal and click Yes.