Goals and Progress
How do I add therapy goals for a client?
Goals help you set measurable therapy objectives and track progress session by session.
Let's Create a Goal
- Open the client's profile and go to the Goals section
- Click "+ Add Goal" to create a new therapy objective
- Write a measurable goal that's specific, observable, and trackable
- Set a target and timeline if your clinic uses these
- Save the goal and it's now ready to track and you're all set!
Good to Know
- Goals work best when they're specific and measurable
- Instead of "improve communication," try "will use two-word phrases to request items in 4 out of 5 opportunities"
- When you link sessions to goals, it creates a clear trail showing how your work connects to outcomes
Related Topics
- How do I write measurable goals?
- How do I update goal progress?
How do I update goal progress?
Tracking progress shows how clients are improving over time.
Let's Update Progress
- Open the client's profile and go to the Goals section
- Find the goal you want to update
- Click to add a progress note describing what you observed
- Update the progress level if your clinic uses tracking scales
- Link to the relevant session if applicable and you're all set!
Good to Know
- Regular updates make progress reports more meaningful
- Goal data feeds into therapy plans and client reports
- Progress reports pull from this data, so keeping goals updated makes reporting easier
Related Topics
- How do I add therapy goals for a client?
- How do I generate a progress report?
How do I mark a goal as achieved?
When a client masters a goal, you'll want to close it out and celebrate!
Good to Know
- Look for a status change option to mark the goal as "Achieved" or "Completed"
- Achieved goals remain visible in the client's history
- Consider adding a final progress note documenting the achievement
- You can then create new goals to continue working on other areas
Related Topics
- How do I add therapy goals for a client?
- How do I update goal progress?
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