Adding a New Goal
To add a new goal to a client’s profile:
| 1. | Navigate to the Client Search screen. |
Main Menu > Client
| 2. | Locate and double click on the client using the search filters. |
| 3. | Click Goals. |
| 4. | Click Add New Goal. |
| 5. | Enter the goal details on the Goals Window. |
| 6. | Click Save. |
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