Editing an Existing Goal
To edit or make a change to a client’s existing goal:
| 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. | Double click on the goal to edit. |
| 5. | Make the changes to the goal as needed. |
| 6. | Click Save. |
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