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 – goal tracking in patient records

• Forms and Assessments – assessment-driven tracking

• Care Programs and Phases – goals within programs

• Patient Care Teams – goal ownership