# Goals

## Overview

Goals in Welkin allow care teams to set and track measurable objectives for patients. Goals can be clinical (e.g., reduce A1C below 7%), behavioral (e.g., walk 30 minutes 3x per week), or operational (e.g., complete intake assessments by a certain date).

## Viewing Patient Goals

1. Open the patient profile
2. Navigate to the **Goals** tab
3. All active and completed goals are listed with their target, current status, and due date

## Creating a New Goal

1. In the Goals tab, click **+ Add Goal**
2. Fill in the goal details:
   * **Goal Name / Description** – what the goal is
   * **Goal Type** – clinical, behavioral, or custom category
   * **Target Value** – the measurable outcome to achieve (e.g., "A1C < 7.0")
   * **Target Date** – when the goal should be achieved by
   * **Assigned To** – which care team member is responsible for tracking
3. Click **Save**

## Updating Goal Progress

1. Click on a goal to open it
2. Update the **Current Value** or status (e.g., On Track, Behind, Achieved)
3. Add a note about progress if needed
4. Save the update

## Completing or Closing a Goal

When a goal is achieved:

1. Open the goal
2. Change the status to **Achieved** or **Completed**
3. Add a completion note
4. Save

Goals that are no longer relevant can be marked **Closed** with a reason.

## Linking Goals to Assessments

Goals can be linked to assessment scores so that progress is automatically tracked when assessments are completed. This is configured in Designer.

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## Related Topics

* [Patient Profile](/care/patients/patient-profile.md) – goal tracking in patient records
* [Forms and Assessments](broken://pages/bvsY66RDr4F8q0hQYkIX) – assessment-driven tracking
* [Care Programs and Phases](/care/patients/care-programs-and-phases.md) – goals within programs
* [Patient Care Teams](/care/patients/patient-care-teams.md) – goal ownership


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