Connect and Coach provides an area to document patient goals both within the patient record and also through the assessment forms. This section shows you how to document patient goals through the patient’s record.  To begin documenting a patient’s goals:

 Search for patient2


Set Goals
  1. Click the Patients tab.
  2. To locate a patient, you can search by First Name and/or Last Name. The smart search will populate all records with matching information until you narrow down the search to your patient.
  3. Click on View Patient Details to access the patients’ record
  4. (numbered 3 on screen shot, editing in process) Click Diagnosis/ Intervention.
  5. (numbered 4 on screen shot, editing in process) Click Create New Goal.
Navigate to Create New Goal

The Add New Goal screen opens. This screen defaults to the Dietary goal tab, but also features tabs for Exercise goals, Behavioral goals, and General goals.

Section 1. Adding a Dietary Goal

The first goal tab is for entering Dietary goals. Required fields are underscored. For this example, we are setting a goal to increase fruit intake by one serving per day.

Add a New Dietary Goal

Add Dietary Goal
  1. Enter the Baseline data. For this example, the patient’s baseline is three servings of fruit per week.
  2. Enter the Target data. For this example, the patient’s target is to increase fruit intake by one serving per day.
  3. Enter the Goal Start Date.
  4. Enter the Goal Achievement percentage. (Note:  It will be zero for the baseline visit)
  5. Enter the Goal Status.
  6. If barriers to goal achievement have been discussed, check the box next to Barriers Addressed.
  7. Select an Intervention by clicking the Click to Select link.
  8. Enter any relevant Goal Notes.
  9. Click Save Changes.
The goal you have just entered is now present in the patient’s Goals list. As your patient makes progress to achieving a goal, you can update it to reflect the status. To update a goal, click Update Goal as shown below.

Update Dietary Goal


The Add New Goal Assessment screen opens. This screen allows you to modify the goal if necessary, and to update other fields as appropriate.

Add New Goal Assessment


Update Dietary Goal
  1. Modify the Target goal if necessary.
  2. Enter the Goal Update Date.
  3. Enter the Goal Achievement percentage.
  4. Enter the Goal Status (Resolved, Improvement Shown, Unresolved, No longer appropriate).
  5. If barriers to achieving the goal have been addressed, check the box next to Barriers Addressed.
  6. Enter any relevant notes in the Goal Notes field.
  7. Click Save Changes.

Section 2. Adding an Exercise Goal

The second goal tab is for entering Exercise goals. Required fields are underscored. For this example, we are setting a goal to increase exercise to 30 minutes per day three days per week.Add new Exercise Goal

Add Exercise Goal
  1. Enter the Baseline data. For this example, the patient’s baseline is no exercise.
  2. Enter the Goal Start Date.
  3. Enter the Goal Achievement percentage. (Note:  It will be zero for the baseline visit)
  4. Enter the Goal Status.
  5. If barriers to goal achievement have been discussed, check the box next to Barriers Addressed.
  6. Select an Intervention by clicking the Click to Select link.
  7. Enter any relevant Goal Notes.
  8. Click Save Changes.

The goal you have just entered is now present in the patient’s Goals list. As your patient makes progress to achieving a goal, you can update it periodically to reflect the status. To update a goal, click Update Goal as shown below.

Update Exercise Goal

The Add New Goal Assessment screen opens. This screen allows you to modify the goal if necessary, and to update other fields as appropriate.

Add New Goal Assessment Exercise

Update Exercise Goal
  1. Modify the Target goal if necessary.
  2. Enter the Goal Update Date.
  3. Enter the Goal Achievement percentage. (Note: it will be zero at the initial visit)
  4. Enter the Goal Status (Resolved, Improvement Shown, Unresolved, No longer appropriate).
  5. If barriers to achieving the goal have been addressed, check the box next to Barriers Addressed.
  6. Enter any relevant notes in the Goal Notes field.
  7. Click Save Changes.

Section 3. Adding a Behavioral Goal

The third goal tab is for entering Behavioral goals. Required fields are underscored. For this example, we are setting a goal to start drinking more water.

Add a New Behavioral Goal


Add Behavioral Goal
  1. Select a Behavior from the drop-down list.
  2. Enter the Goal Start Date.
  3. Enter the Goal Achievement percentage. (Note: It will be zero for the baseline visit)
  4. Enter the Goal Status.
  5. If barriers to goal achievement have been discussed, check the box next to Barriers Addressed.
  6. Select an Intervention by clicking the Click to Select link.
  7. Enter any relevant Goal Notes.
  8. Click Save Changes.

The goal you have just entered is now present in the patient’s Goals list. As your patient makes progress to achieving a goal, you can update it periodically to reflect the status. To update a goal, click Update Goal as shown below.

Update Behavioral Goal


The Add New Goal Assessment screen opens. This screen allows you to modify the goal if necessary, and to update other fields as appropriate.

Add New Goal Assessment Behavioral


Update Behavioral Goal
  1. Modify the chosen Behavior if necessary.
  2. Enter the Goal Update Date.
  3. Enter the Goal Achievement percentage.
  4. Enter the Goal Status (Resolved, Improvement Shown, Unresolved, No longer appropriate).
  5. If barriers to achieving the goal have been addressed, check the box next to Barriers Addressed.
  6. Enter any relevant notes in the Goal Notes field.
  7. Click Save Changes.

Section 4. Adding a General Goal

The fourth goal tab is for entering General goals. Required fields are underscored. General goals are goals that do not fit in any of the other goal categories.

Adding a General Goal


Add General Goal
  1. Enter an Objective.
  2. Enter a Plan to achieve the goal.
  3. Enter the Expected Outcome.
  4. Enter the Goal Start Date.
  5. Enter the Goal Achievement percentage. (Note:  It will be zero for the baseline visit)
  6. Enter the Goal Status.
  7. If barriers to goal achievement have been discussed, check the box next to Barriers Addressed.
  8. Select an Intervention by clicking the Click to Select link.
  9. Enter any relevant Goal Notes.
  10. Click Save Changes.

The goal you have just entered is now present in the patient’s Goals list. As your patient makes progress to achieving a goal, you can update it periodically to reflect the status. To update a goal, click Update Goal as shown below.

Update General Goal

The Add New Goal Assessment screen opens. This screen allows you to modify the goal if necessary, and to update other fields as appropriate.Add new Goal Assessment General

Update General Goal
  1. Modify the chosen Behavior if necessary.
  2. Enter the Goal Update Date.
  3. Enter the Goal Achievement percentage.
  4. Enter the Goal Status (Resolved, Improvement Shown, Unresolved, No longer appropriate).
  5. If barriers to achieving the goal have been addressed, check the box next to Barriers Addressed.
  6. Enter any relevant notes in the Goal Notes field.
  7. Click Save Changes.