Introduction
If Treatment Goals are not showing up in your progress notes, this usually means the client's Treatment Plan Goals have not been entered yet. Once your supervisor adds the Treatment Plan Goals, they should appear in your progress notes so you can complete and submit your note.
Issue description
This issue affects progress notes that rely on Treatment Goals pulled from the client's Treatment Plan. If the goals have not been set up in the client's record, they will not display for staff completing documentation.
What to check
- Confirm that the client's Treatment Plan Goals have been entered.
- Make sure the goals were added by the supervisor or another user with permission to manage treatment plans.
- Refresh or reopen the progress note after the goals are entered.
Resolution
- Ask the supervisor to enter the client's Treatment Plan Goals.
- Open the progress note again after the goals have been saved.
- Confirm the Treatment Goals now appear in the note.
- Complete and submit the progress note.
Next steps
If the Treatment Goals still do not appear after they have been entered, contact [support team] for help reviewing the client's setup and permissions.
Additional information
For best results, make sure Treatment Plan Goals are kept up to date in the client's record before staff begin writing progress notes that depend on them.
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