Record all goal progress—including both attempts and completions—during your shift.
By default, you must be clocked in and running a service to log goals for a client. However, admins can enable a setting in the Dashboard that allows you to log goals after your shift has ended.
Step 1: Navigating to Goals
To view goals during an active shift:
Login to the app
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap the Goals tile near the top of the screen
The goals displayed are assigned by your admin team for that client. If no goals appear, the client does not have any assigned in their profile—please contact your admin team for assistance.
Step 2: Logging Goal Completions
To log completed goals:
Select the goal worked on during the shift
Add the Time Completed
Fill out each field
Tap Log Activity
Goal activity is stored at the shift level and tied to the client. Staff may use the microphone feature on their phone to dictate goal progress instead of typing, if preferred.
Note: You can log progress toward multiple goals or the same goal more than once during a shift.
Step 3: Logging Goal Attempts
At times, a goal may not have been completed. These attempts can will be recorded.
To log attempted goals:
Select the goal worked on during the shift
Turn on Enabling this indicates that you attempted the goal, but it was not completed for some reason
Add the Time Attempted
Fill out the Attempt Details
Tap Log Attempt
Goal attempts are stored at the shift level and tied to the client. Staff may use the microphone feature on their phone to dictate goal details instead of typing, if preferred.
Reviewing Logged Goals
To view submitted goal activities on a shift during an active shift:
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap the Goals tile near the top of the screen
Tap View History
All goal activities recorded during the shift will appear here. Tap any entry to view its full details. Make sure each entry is associated with the correct service and time.
Recording Goal Progress After a Completed Shift
If enabled by your admin team, you can also go back in later and log goals after the shift is completed.
To access completed shifts:
Login to the app
Scroll down to the Shifts section on the Home screen
Select the Past tab
Tap the past shift you want to add notes
Select the client under the Clients section
Tap the Goals tile
Fill out the details
Tap Save
For questions about goals:
Contact your agency manager
Or email: [email protected]