Import Targets

How to copy goals and targets from one patient's plan to another.

Video Link

1. Click on Case Name > "Treatment Plan" in the menu.

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2. Click "Import Target": (on the top right hand side)

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3. Use the drop-down menu to select the client whose goals/targets you would like to copy.

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4. View Client's Goals/Targets:
   • Once you have selected the client, their current goals/targets will populate in a list.

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5. Check the boxes next to the goals/targets you would like to copy over to your client.
6. Click "Import Selected Items" to add the chosen goals/targets.

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7. Review the Added Targets:
   • The selected targets will now be automatically added to your client's treatment plan.
   • ⚠ Note: Sometimes the targets can be placed in Inactive, be sure to check there and make them active.