How to Create Goals and Action Steps

This article explains how to view, create, and complete goals and action steps on behalf of a participant.

Instructions

To create a goal or action step, you’ll first need to search for and find the participant that you would like to add them for.
Once you are on the participants profile, you’ll notice widgets for both Goals and Action Steps. If no goals or action steps have been completed for this client, these widgets will be blank as shown below.
Goals and action steps are created during a service log entry. To create them, click New to start a new service log.
1. Note: More information about how to create a participant authorization and service log can be found here.
Just below Progress Note For field you’ll find buttons to View/Collapse Goals and View/Collapse Action Steps. Expand the goals by clicking View/Collapse Goals. Click Create New Goal, enter the goal and click Add Goal.
To complete the goal, you can click Complete to check it off. Once completed, goals disappear from the service log page, and then show up on the participant dashboard. You can also click delete, to delete your goal.
To create Action steps, follow the same steps above but View/Collapse Action Steps instead.
Action steps can also be sent to participants, for them to view in their participant portal. To send those to them, click “Send to Participant” after you have created your action steps. Any action step that is not completed will be sent to them for viewing.