NextGen Knowledge Center

Update Goal and Objective Status for IAP Reviews

When entering data in the Goals and Objectives Status Section panel, it is important to note that needs and interventions are not mandatory to complete the plan, but goals are required. The grid at the bottom of this panel offers a quick view of the client’s current needs, goals, and objectives.

  1. In the Goals and Objectives Status Section panel, click the Goal field to select a current goal to review.
  2. Enter the current status for the goal.
    • Continued
    • Discontinued - Actual date of goal discontinuation
    • Attained - actual date of goal attained
    • Revised
  3. Enter one of the following:
    • Goal target completion date
    • Goal adjusted target date
  4. Click the required Objective field to enter an objective for that goal.
  5. Choose one of the following for the status of the Objective:
    • Continued
    • Discontinued - Actual date of objective discontinuation
    • Attained - actual date of objective attained
    • Revised
  6. Enter one of the following values:
    • Objective target completion date
    • Objective adjusted target date
  7. If this is not a new goal or objective, in the Summary of progress section, select one of the following options:
    • No progress
    • Minimal progress
    • Some progress
    • Good progress
  8. Enter comments in the associated memo field.
  9. Click Add to move the data to the grid.