Use the Individualized Rehabilitation Treatment Plan to record goals and objectives related to the client's rehabilitation treatment. Use settings in the assessment to have the goals
auto-populate in the client's Client Goals tab and be available when submitting client notes.
- Click Client Manager from the Managers tab on the top navigation bar. Open the Client Details page.
- Click Assessments under Notes/Information.
- Select the Assessment category.
- Scroll down and select Individual Rehabilitation Treatment Plan.
- Complete the assessment and scroll down and click settings for:
Copy goals to client
Add to Client Goals
- Scroll to the bottom and select the Note Author.
- Click Mark Completed & Sign and Apply Signature. Follow the prompts to complete signing the assessment.
- Goals entered in the assessment will be displayed on the Client Goals page.