Goal Templates
Therapist Notes: Accessing Goal Templates
My List: Setting up Template Options for Individual Users
1. Navigate to the Problems/Goals tab
2. Click Load Template under goals
Template menu will display
1. Select Template
2.Select Entries (click the top check box to select/deselect all entries)
3. Insert Entries
Manage Templates: Where to go?
1. Users will be able to manage their goal templates under Documentation-> Templates
Editing or Creating a Goals Template
2. Click Load Template under goals
Template menu will display
1. Select Template
2.Select Entries (click the top check box to select/deselect all entries)
3. Insert Entries
Manage Templates: Where to go?
1. Users will be able to manage their goal templates under Documentation-> Templates
Editing or Creating a Goals Template
1. Select the goal template type
2. Create a new template name and select the "description" to build entries
3. Click in the empty space to type entries.
My List: Setting up Template Options for Individual Users
1. Select Goals
2. Check mark "My List" and create entries as normal for individual user
*Super users cannot assign templates to individual users, templates will need to be created using the specified account.
Therapist Notes: Accessing "My List" Templates
2. Check mark "My List" and create entries as normal for individual user
*Super users cannot assign templates to individual users, templates will need to be created using the specified account.
Therapist Notes: Accessing "My List" Templates
1. When clicking on "Load Template" the User will need to select "My List" on the bottom left
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