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Fusion Ideas Portal
Status Future consideration
Categories Docs
Created by Guest
Created on Sep 25, 2018

Save new goals to the goal bank

When adding and creating goals for a patient, allow me to save the goal to my clinic's goal bank.
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  • Guest
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    May 17, 2021
    Add a checkbox for saving a new goal to a goal bank.
  • Guest
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    Mar 23, 2021
    When writing goals and objectives, allow us to opt to save what we have written directly to the Goal Bank so we don't have to type them again and again.
  • Guest
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    Dec 4, 2020
    When you write a goal for a client, you should be able to add it to the Goal Bank from there. I've written several goals for clients that I wish I could easily add to the clinic's goal bank.
  • Guest
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    Aug 23, 2019
    goals from reports need to import to goal bank automatically
  • Guest
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    Aug 10, 2019
    Not unless it's "blessed" by leadership :-) We spent a lot of effort with our crew of therapists who were helping us implement to rework a lot of goals so that we have good consistency in our goal bank goals and they are all SMART goals. We don't want to let too many other goals get in there without the ability to vette them first. We also include a search tag at the end of each goal in the goal bank to help users find related goals (FINE) for fine motor... We'd need to make sure added goals get their search tags. We don't want to force professionals to write only our defined goals, so we are glad they can write their own, we just want the goal bank to have a little more structure than accepting just any goal. :-)
  • Guest
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    Jan 24, 2019
    Add a feature to be able to save new goals directly into the goal bank without having to leave and enter the admin tab!
  • Guest
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    Dec 12, 2018
    Hi! Our clinic would like to make a suggestion re: saving goals to the goal bank. Right now, there is no way to save a goal to the data base while working within a document/goal. It would be great when writing a new goal to be able to click a check box that would automatically save it to the goal bank to be searched. Right now, the only way to get goals to pop up in "search" is by leaving the documentation page you are working on -> going to Admin -> scrolling down to Goal Bank -> adding the goal -> saving -> then going back to the documentation/report you were working on. This can be a major inconvenience when working on a report, thinking of/creating a new goal and having to leave to be able to add it to the goal bank to be able to use it again. Ideally, what we would LOVE to see is a simple button to "save goal to goal bank" right in the [+GOAL] table maybe even right next to the "search box". This would allow a goal to be saved immediately without having to leave the report and go through the hassle to go to the admin tab etc. Thank you!!