Note: At least one Client Goal must be present in order to create Notes. You may not use each section depending on your agency's services and protocol, consult your Supervisor for details.
Article Navigation: [Add New Goal] [Add New Objective] [Add New Intervention]
Access Client
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Click on desired Client.
Add New Goal
- Click Client Goals from left menu.
- Select Client Goals from Notes/Information left menu.
- Scroll to Add New Goal section on right sidebar.
- Fill in Add New Goal fields appropriately.
- Click Add Goal when complete.
Mandatory Fields - Indicated by red asterisk.
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Optional Fields
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Add New Objective
Note: Some Note types do not require additional information Objectives. Consult your Clinical Director with questions on policy and procedure.
- Scroll to Add New Objective section on right sidebar.
- Fill in Add New Objective fields appropriately.
- Click Add Objective when complete.
Mandatory Fields - Indicated with red asterisk.
Optional Fields
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Add Intervention
Note: Some Note types do not require additional information Interventions. Consult your Clinical Director with questions on policy and procedure.
- Scroll to Add New Intervention section on right sidebar.
- Fill in Add New Intervention fields appropriately.
- Click Add Intervention when complete.
Mandatory Fields - Indicated with red asterisk.
Optional Fields
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- Select the Goal and Objective this Intervention will be related to (Relate to Objective).
- Select Intervention Status.
- Enter Intervention information.
- Optional: Services to be rendered, frequency, Staff type for delivery.
- Click on Add Intervention.