CR Essentials allows users to copy an entire goal plan for a client.

To copy a participant Goal Plan:

1. Navigate to the Patient Selector and select the client that a goal plan should be copied for.
2. From the patient initial icon, select Manage and Goal Plans.
3. The "Goals List" page will display. Find the appropriate plan and click anywhere on the goal plan line to highlight the goal plan.

4. Click the ellipses (…) from the actions tool bar, and select Copy from the drop-down list.   

5. This will provide access to the "Copy Goal Plan" pop-up.

6. As shown above, users can also choose to include any assignments attached to the previous goal plan.