A goal type is a customizable questionnaire or form template that determines which questions a DSP must answer each time they log goal activity or progress.
You can create different goal types for specific categories of goals to ensure the correct information is collected for each one. For example, separate goal types can be created for hygiene and socialization goals to capture different required details.
Goal types help ensure documentation aligns with agency requirements, compliance standards, and internal workflows.
For more information on adding goals to a client's plan and track activity, see Managing Goals in the Client Profile.
Note: When adding a goal to a client's plan, you can select a goal type. If no goal type is selected, caregivers will only be required to enter the time completed, activity details, and rating.
Step 1: Create and Name the Type
Click the dropdown arrow in the top left corner
Click Feature Settings
Select the Goals card
Click + Add new type
Enter the Goal Type name
Step 2: Customize the Fields
After naming the goal type, customize the fields using one of the following options:
Option 1: Copy fields from an existing goal type
Click the Select goal type dropdown
Select the goal type you want to copy the fields from
Make any necessary edits or add additional fields
Option 2: Create the form from scratch
Click + Add Field
Enter the Field Name
Click the Field Type dropdown and select the desired field type. Available options include:
Date and Time
Long Text
Multiple Choice
Number
Photos/Video
Short Text
Signature (Digital or Drawn)
Single Choice
Toggle
(Optional) Mark the field as Required
Repeat these steps until the form is built
Step 4: Save the Goal Type
Once the type is built as desired, click Save Changes.
The goal type will then be available to select when adding goals to client plans. For instructions on how to add and manage goals to the client plan, see Managing Goals in the Client Profile.
Editing and Archiving Goal Types
Goal types can be Edited or Archived by clicking Manage next to the type.