NextGen Knowledge Center

Archive Goals

Before you begin

To archive goals, you must select Enabled for the Archive Goals setting on the NTS Practice Settings practice template. For more information, go to NextGen Healthcare Success Community, and download the latest Configuration Guide for NextGen® Therapy Suite.
You can archive an active goal, for example, if the goal is no longer applicable to the patient's case.
  1. On the NTS Therapy Goals template, select a goal in the Goals grid.
    The goal details appear in the corresponding fields.
  2. Select the Archive Goal checkbox.
    On the template, a message appears that notifies you that to archive a goal, you must update the status.
    Archive Goal checkbox selected on NTS Therapy Goal template

  3. Select a status, and then select Update.
    The goal no longer appears in the Goals grid when the filter is set to Active.
  4. To see the archived goal, set the grid filter to Archived or All.
    In the Status column for all archived goals, the word Archived, the encounter number, and the archived date are added to the status you entered in the previous step.