Careview Client Goals - Edit a Goal

Edit a Client Goal on the Client Profile

Use the following steps to edit a goal for your client.

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. Under Actions, click Edit on the goal you want to change.




4.         When the Edit Client Goal screen displays, make the required changes to the what, then click Save.


5.         The new changes are applied to the client goal.