Plan their care
Goals

Goals

Goals record what a patient is working toward. You will find them at Patient record → Care Plan → Goals.

Goals belong to the patient, not to a session, so this list and the one in every session's Goal Setting step are the same list. They work for any patient, whether or not the family has an app.

Adding a goal

Click Add Goal and fill in:

The Add a goal dialog — Category, Timeline, Goal, optional target value, unit, and notes

FieldNotes
CategoryFood & Nutrient Intake · Mealtime Behavior · Feeding Skills · Growth & Weight · Medical & Clinical · Education · Other
TimelineHow far out the goal sits, for example Long-Term Goal
GoalThe description itself, required. Short, actionable, family-readable, since a connected family sees it in their app
Target value and UnitOptional, for measurable goals, e.g. 3 / new foods
NotesOptional

Goals save immediately. There is no separate save step.

Keeping goals current

  • Mark complete when the patient gets there. It moves to Completed Goals and keeps the date.
  • Reactivate a completed goal if the work resumes.
  • Remove a goal at any time.

Viewers can read goals but not change them.

Active goals print on the Session Summary PDF, and a connected family sees them in their app, so write each one as something a parent can act on.