Goals

Goals allow Case Managers to set targets for participants to achieve and maintain self-sufficiency.

• Login with your credentials.
• Click the Client menu option.
• Click the Profiles menu option.
• Enter Client name in Search Box
• Click Search
• Click Edit on the matched record listed
• Click Goals Tab
• Click Add button Goals tab
• Goals And Action Plans screen displays.
  • Client : Auto-filled to the name of Client whose record is open.
  • Select Case Manager: defaults to the Case Manager logged in.
  • Enter Date: defaults to current date.
  • Select Status:
  • Short Term Goals: Enter a description of short term goals the participant would like to achieve or maintain.
  • Long Term Goals: Enter a description of long term goals and plans.
  • Optionally set Self Sufficiency Factor Goals: See adding Self Sufficiency Factor goals using current and target goal scores. 
  • Optionally set Action Plans: See adding Self Sufficiency Goal Plans 
• Click Save