How do I add goals to the goal bank ?

Purpose:

To provide HelloNote users with clear, step-by-step instructions for adding custom goals to the goal bank, either through Treatment Plans or directly via the Goal Bank settings, ensuring consistent documentation and patient care planning.

Scope:

This article covers:

1. Adding goals from within a Treatment Plan.
2. Adding goals directly to the Goal Bank via system settings.
3. Basic actions (copy/paste, saving) required to store goals. 
   Note: Does not cover editing/deleting existing goals or advanced goal bank management.

Procedure:

Method 1: Add Goals via Treatment Plan

1. Navigate to Treatment Plans.
2. Click "Add" and enter:
   1. Your goal text.
   2. Duration (weeks).
3. Select "Select Goal" → Copy the goal.
4. Paste the goal into the desired field and click "Save".

Method 2: Add Goals Directly to Goal Bank

1. Go to Settings → Goals.
2. Click "Add Goals" (top-right corner).
3. Enter and save your goal.

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