To save time when entering client goals, a list of 'Common Goals' can be created. These are goals that are typically used repetitively across multiple clients.
Add a Goal to the Common Goals List
- Select a goal that you want to add to the Common Goals list.
- Click the + Common Goal button.
Select a Common Goal to Add to the Client's Goal List
- Click the 'View Common Goals' button.
- Click the 'down arrow' to add a common goal to the client's list of goals.
Delete a Goal from the Common Goals List
- Click the 'View Common Goals' button.
- Click the red 'Delete' button.