Adjusting Global Goal Templates for Efficient Navigation

Adjusting Global Goal Templates for Efficient Navigation 📝

Adjusting Global Goal Templates for Efficient Navigation

In this Loom, I explain how to adjust global goal templates from the settings admin menu to save time with each client. By editing the templates to match our suggested resolutions, we ensure consistency across providers. Once the templates are copied and edited, they will be served up in their altered form during navigation. I demonstrate how to review a client's evaluation, view the results summary, and add edited goal templates to a recovery plan. I also show how to customize the plan by editing action items and assigning events. This Loom provides step-by-step instructions to streamline the process and improve efficiency in working with clients. No specific action is requested from the viewers, but they can follow along and learn the process.




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