Deleting an Existing Goal on a Client's Profile

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.