Goal Plan: Copy Goal Plan
Your Pathfinder Goal Planning feature provides you the opportunity to copy an entire goal plan for a patient. To copy a participant Goal Plan:
- Access the patient you need to copy a goal plan for using the patient selector.
- From the patient initial icon, SELECT “Manage> Goal Plans.”
- This will open the Goal Plans List Page. Find the appropriate plan, and click anywhere in the blank space on the goal plan line to highlight the goal plan.
- Once the Goal Plan is highlighted, CLICK the ellipses (…) button from the further actions tool bar, and then SELECT “Copy” from the drop down list.
- This will provide access to the Copy Goal Plan pop up window.
- As shown above, you may also choose to include any assignments attached to the previous goal plan.
- You have now copied a goal plan!
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