NextGen Knowledge Center

Document Patient Goals

Before you begin

Ensure that you have selected the Specialty and Visit Type as Care Management.
You can record a patient's care management goals on the Goals panel. You can add, edit and remove goals.
Goals

  1. On the Plan/Intervention tab, expand the Goals panel.
  2. Click the Goals reviewed/updated option.
    The Goal action options appear.
  3. If setting new goals, click the Set new goal(s) option.
    If the patient's care management goals have been met, click the Met goals check box.

    If patient's goals have been modified, click the Revised goal(s) check box.

  4. Record all the information that applies to the goal.
  5. Enter Goal statements and click Add.
    The collected record appears in the grid below.
  6. Do the following in the grid:
    • To update a goal, highlight the corresponding goal, make changes, and click Update.
    • To remove a goal, highlight the goal to be removed, and click Remove.