Goals And Notes

Entering a Goal
Goals can be entered from the Goals/Notes screen, from the bottom of any of the profile tabs, or from the navigation menu by clicking “Add a Goal

Clicking on “Add Goal” brings up the Goal Editor section.



1. Click the down‐arrow to choose the Goal Category

2. Select a goal in that category from the drop‐down.

3. Enter the target date the participant hopes to have the goal completed by

4. Enter a follow‐up date that staff or the participant will check‐in regarding how things are going.

NOTE: Sensitive goals can be marked private by checking the “Private” box. This enables information to be shared from the category without this specific goal being shared with any agency outside of the agency that created it.

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