Behavioral Health
Apply Templates to Add Goals
In behavioral health treatment plans, templates consist of predetermined goals, objectives, and interventions you can select to accelerate plan development.
Apply a template to add a goal
- Locate the Goals section to the right of Concerns. If the section is collapsed, click Expand
to the right of the section heading. -
To the right of the section heading, click Apply Templates
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In Apply templates, begin typing the name of a template to locate it. Alternatively, click the down arrow in the search field to browse all templates. Select one or more templates to apply.
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An outline of the goals in the predefined template appears.
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Select goal checkboxes to automatically select all predefined objectives and interventions.
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Remove selections from template goals, objectives, or interventions to omit them.
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Click Apply Templates to add template sections to a plan. Click Show more
in the lower right corner of a goal to view added sections in detail.
To make free text goal entries, see Manually add goals.
Related: Manually add treatment plan goals