Adding a Goals to a Client: How to use the Current tab vs. Future tab
- Kaitlyn Taylor
There may be times where a user wants to add programs to a client’s program to teach at a later date.
Steps and Description | Details and Images | Good to Know! | |
|---|---|---|---|
| 1 | Go to the PROGRAM LIBRARY within the client’s profile. Select a goal to add to the client’s program. | 
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| 2 | The user will be given two options: CURRENT PLAN and FUTURE PLAN. | 
| In the current plan, you can include clinical goals for authorization. These goals will pull into a Funder Report if the Skill Acquisition Progress/Goal Progress feature is selected within the template. The information will include: Goal name, goal details (mastery criteria, maintenance mastery criteria, objectives), start date, baseline summary, total mastered targets, program mastery date if applicable, and a graph. |
| 3 | If the user chooses CURRENT PLAN, the goal selected will be added to the client’s program under the CURRENT tab. | The user can now edit/customize the goal.
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| 4 | The program is now available under DATA ENTRY and data can be collected. |
| The goal added and ALL other programs within the current tab, are available for data collection on both the website and mobile app. |
| 5 | If the user chooses FUTURE PLAN, the goal selected will be added to the client’s program under the FUTURE tab. | The user can now edit/customize the goal if they choose. If a user has not added any programs to the future tab, the future tab will not display. Goals in the future tab will pull into a Funder Report if the Recommended Goals feature is selected within the template. The information will include: Goal name, goal details, mastery criteria, maintenance mastery criteria and objectives. | |
| 6 | When a user is ready to teach the selected goal, select MOVE PROGRAM, then select MOVE TO CURRENT PLAN. |
| The user has the option to edit/customize a goal whether the program is in the current tab or future tab. This is only needed if the user would like to collect data. If a user does not want to collect data, all goals can stay in the FUTURE tab. |
| 7 | The selected Goal is moved to the CURRENT TAB and will be available for data collection. |
| The goal is available for data collection on both the website and mobile app. |
| 8 | If a user decides to place a goal on hold or teach at a later time, they can use the MOVE PROGRAM button, to move a goal from the CURRENT tab to the FUTURE tab. |
| All data associated with the goal will be saved and available when the goal is moved back to the current tab. |