Recording Goals

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Goals and strategy are recorded at the household client level. 

To add overall goals and overall strategy for a client:

  1. Navigate to the household client that you wish to record goals for.
  2. Click the Goals & Strategy icon  in the vertical nav. 
  3. It will default to the Overall Goal & Strategy sub tab.
  4. Click the  icon.
  5. The fields Overall Goals and Overall Strategy will become editable.
  6. Click Save.

 

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