How to Create and Assign Default Goals

Creating Default Goals allows staff to quickly assign common goals, objectives, and interventions across multiple clients while maintaining consistency in documentation.

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🔧 Steps to Create a Default Goal

1. Navigate to Default Goals

Go to More > Default Goals.

2. Click "Add New Goals"

On the Default Goals page, you’ll see three options:

• View Treatment Plan Templates

• Add New Goals

• Assign Selected Goals
  Click Add New Goals to begin.

3. Enter Goal Details

You’ll be prompted to fill in the following fields:

• Goal Name

• Start Date

• Goal Description
  You can use the placeholder {ClientName} to auto-fill the client’s name and {ClientPronoun} to automatically adjust based on the client’s selected pronoun.

• Objective
  Use {ClientName} and/or {ClientPronoun} as needed.

• Intervention
  Use {ClientName} and/or {ClientPronoun} as needed.

• Service Type

• Staff Types

• Frequency

You can also add multiple goals, objectives, and interventions if needed.

4. Submit

Click Submit to save your default goal(s).

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👥 Steps to Assign Default Goals to Clients

1. Select Goals

Use the checkboxes on the left side to select the goal(s) you want to assign.

2. Click "Assign Selected Goals"

A modal will appear where you can:

• Select one or more clients

• Set the Start Date and Target Date

3. Submit

Click Submit to finalize the goal assignment.

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📌 Note:
Using {ClientName} and {ClientPronoun} will auto-populate the respective client’s name and pronoun in the treatment plan once assigned.

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