There should be a way to pull up goals per

There should be a way to pull up goals per client as well as a goal bank based on date, so that they can be transferred from one form to another.

I have to write a summary of services and an eval report. It would be nice if I could click a button to have access to all of the clients current and previous goals grouped by entry date. That way if I have a batch of goals I want on both reports I can easily transfer them and/or make any small changes that need to be made.

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Nov 12 2019

Therabill / Usability

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There should be a way to pull up goals per client as well as a goal bank based on date, so that they can be transferred from one form to another.

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There should be a way to pull up goals per client as well as a goal bank based on date, so that they can be transferred from one form to another.

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