Deleting an Existing Goal
Although it does not need to be, if a goal is accomplished it can be removed from the client’s profile.
To remove a completed or invalid goal from 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. | Double click on the goal to be removed. |
| 5. | Click Delete. |
| 6. | Click Yes. |
The goal is removed from the client’s profile.
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