Goals and progress

Goals live on the patient record under Treatment Goals and across the practice under Goal Tracker and Goal Progress.

Writing goals

Add Goal creates a Long-Term goal; Add STG nests short-term goals under it. Each goal has the goal text, target criteria (for example 80 percent accuracy across 10 sessions), the baseline, and a status: Active, Achieved, On Hold, or Discontinued. Goal banks by discipline give you a starting point to edit.

Recording progress

Progress is recorded per session: accuracy achieved, trials attempted and successful, a performance rating (excellent, good, fair, poor, emerging), the assistance level (independent, minimal, moderate, or maximum cues), and a note. Link goals inside Quick Dictate so the session’s data lands on the goal automatically, or record it from the Session Goal Tracker.

Watching the trajectory

Each goal shows Current Accuracy and Progress to Goal. Goals with minimal progress get a review flag (“Minimal progress, review approach”; “Below expected progress”) so you can change the plan before the recert.

Progress reports

Goal Progress Report builds the report for a date range (Include achieved goals is optional): the trajectory chart, evidence per goal, and improving versus plateaued goals. Generate PDF, then Print, Submit to Payer, or attach it to a claim. When no sessions fall in the range the report says so rather than inventing evidence.

Families

Active goals appear on the portal dashboard with progress bars, translated into the family’s language. Home programs can be linked to a goal so practice at home shows against it (Home programs).