Jump to Section: [Add Group Goals] [Edit Group Goals]
Before you are able to add or edit Group Goals, you need to make sure that you allow overlapping service time. Follow the steps below to allow that function.
- Hover over the Managers tab in the navigation bar and select Services Manager from the drop-down.
- Locate the service code used on group notes, and click the Edit icon.
- Check the Allow Overlapping Service Times box.
- Scroll to the bottom of the page and click Update Service.
- Repeat this action for each service code that is used for group notes and sessions.
Add Group Goal
- Hover over the Managers tab in the navigation bar and locate New Goal Manager from the drop-down, then click Manage Group Goal(s) from the drop-down.
- Click Manage Group Goals.
- In the Add a new Goal section on the right, enter the group goal and related information just like you would on an individual goal. Then click Add Goal. You can add a new objective, and intervention on the right as well.
Note: Target date and Open date are mandatory fields you must fill in.
- The new goal will then populate on the left. It will also appear on the note itself for you to select.
- After you have created your goal, you can create a group note and select all clients that participated in the group session.
Edit Group Goals
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