After you add a goal in the Treatment Plan section of the Client File, you will then be able to add the goal directly in your session notes.
Related Article: Add and Edit Client Treatment Plan and Goals
- Click the Task icon in the menu on the left to access the appointments that need a note.
- Click Create Note, and select the appropriate note type from the drop-down.
- Scroll down in your note to the Clinical Documentation section. Use the Please Select the Goal drop-down menu to select the goal you would like to add.
Note: If you do not see the drop-down, contact support at firstname.lastname@example.org to get it enabled.
- Scroll down and click Save Note when completed.