Careview Client Goals - Copy a Goal

Copy a Client Goal on the Client Profile

When you want to create a new goal for a client that is similar to an existing goal, you can copy the original goal and change it as required.

Use the following steps to copy a client goal.

1.           Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).


2.           Click Client Goals.




3.           The Client Goals table displays. Click Copy on the goal you want to copy from.




4.         The Create Client Goal screen displays the information from the original goal.  Make the required changes to the goal, then click Save.


5.         The updated goal displays in the Client Goals table.