Adding Objectives & Recommendations

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Objectives and recommendations are recorded at the household client level. 

To add objectives and recommendations for a client:

  1. Navigate to the household client that you wish to add objectives and recommendations for.
  2. Click the Goals & Strategy   icon in the vertical nav. 
  3. Click the Objectives & Recommendations sub tab.
  4. Click the  icon to add an objective.
  5. Complete the fields (required fields will appear in red)
  6. Enter text as required.
  7. Click Save.

 

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