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.


How to manage Goals & Intervention in the Documentation option?

  1. Navigate to the blue navigation bar on the left. Go to the Patients module. 
  2. Under the All Patients list, select your preferred patient using filters. 
  3. After selecting the patient, click on the "Documentation" option to access all the details regarding the patient's appointment sessions.
  4. Click the Goals & Intervention tab at the top. A list of call logs and their information will appear here. 
  5. The added goals and intervention will be available in the table and the top row can be used as a search bar.
  6. 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.
  7. Adding a new Goal or Intervention:
    1. Click the 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.