This article explains how to create and manage patient goal & intervention.


The Documentation option under the Patients module allows you to manage session notes linked to patient appointments. Under Documentation, the Goals & Intervention tab at the top allows you to create, view, and edit short-term, long-term goals or interventions for the selected patient.


Manage Client Goals & Intervention

  1. Navigate to the Patients profile. Access the "Documentation" tab, Then Click the Goals & Intervention tab at the top.
  2. The added goals and intervention will be available in the table and the top row can be used as a search bar.
  3. Action Column:
    1. Edit Option: To edit the added goals and intervention, click the pencil icon.
    2. Delete Option: Click the delete icon to delete the corresponding goal or intervention.

Add New Data


  1. Click on Add Data button in the module.
  2. In the Add Data screen, select the type of therapy under TX Type.
  3. Data Type - Select between short term, long term and intervention options.
  4. Data - Enter any relevant information.
  5. Click the Save button.