Add goals to a goal plan

Lumary DC - This article explains how to add agreed service goals to a client's goal attainment plan.

Once you've created a goal attainment plan, you can add agreed service goals to the plan. If your client has NDIS goals, you can use agreed service goals to:

• add extra detail and prioritise
• split large goals into manageable sub-goals
• assign professionals
• document outcomes, and
• add evidence to support goal reviews.

You can also use agreed service goals to monitor a client's progress toward goals beyond their NDIS Plan.

To add a new service goal:

1. Navigate to the client's record.
2. Click on the Goals tab.
3. Click on the New Agreed Service Goal button.
4. This will launch the New Agreed Service Goal form. The following table describes the fields on this form. Fields with an asterisk are mandatory.

Field	Purpose
* Related Goal Attainment Plan	The system will auto-populate this field with the GAP id.
Related NDIS Goal	If the service goal is related to a specific NDIS goal, you can link them by searching this field for the NDIS goal.
* Goal Category	Select from the pre-defined list of categories. These may be different depending on your environment. If the category you require is missing, you may need to get a system administrator to add it.
* Status	The progress of your client toward achieving the goal. When adding goals, this will usually be the default Not Started option.
* Priority	Higher priority goals will be listed first on the goal attainment plan.
* Agreed Service Goal	The goal as agreed with the client.
Barriers to Success	Describe any barriers that could prevent or limit the client's success.
Actions and Strategies	Describe how the services will help the client achieve the goal.
Professional Responsible	This field allows you to select one or more professionals who will be responsible for supporting the client. Click on an option to select it in the Available list, then click on the arrow to add them to the Chosen list.
Hours Required	The approximate number of hours the client will need to achieve the goal.
Timeframe - Est. Number of Weeks	Approximately how many weeks your client will take to reach the goal.
End of Plan Review
Goal Outcome Review	This is a rich text area for describing the outcome of a goal review. It provides several formatting options, as well as the ability to include images and links to URLs.
Evidence to Support Review	This is a rich text are for providing evidence to support a review. It provides several formatting options, as well as the ability to include images and links to URLs.

5. Once you've filled out all of the fields on the form, click on the Save button. If you're adding multiple goals to the same goal attainment plan, you can click on Save & New to open a new form.

Once you've added service goals, you and your team can monitor and record the client's progress under the Goals tab on their client record.