How do I add Goals for my clients?

Client Goals are added to the client’s profile from within the Client Profile.

1. In the Managers tab from the main menu, click on the Client Manager menu item.
2. Next, click the name of the client that you wish to add goals for.
3. Once you are in your client’s profile, click the Client Goals tab in the left-hand menu, under the Notes/Information header.
4. Click Manage Goals.
5. The left-hand side displays any previously created goals for this client.
6. Use the Add New Goal form on the right-hand side to input information pertaining to this client’s goals.
7. Click the Add Goal button to add the new goal to your client’s profile.