After adding our span dates, we need to add our goals.
Below is an image of the 'Goals/Outcomes' section under a client in the Client Information Module.
Here we will add a new goal 'Exercise More' and give the goal a frequency and category. When we have the goal information entered, select the blue 'Add Goal' option. It is important to save inside the goal tab.
We now see the new span date we entered earlier in the article. This new goal will now disappear after 06/26/2020 unless the goal is in the next span. We also see 'Goals' in parenthesis that we put in the notes field. Select the new span date and add a new goal.
Now these goals and span dates will appear in the 'Goals' module on the left side of the screen. You will be able to document and report on the newly added client goal.