How to select and add goals
The Goal Bank holds measurable, structured goals you can reuse across clients, so you start from a well-written goal instead of a blank page. Goals work across disciplines and settings, from early childhood through adulthood, for both educational (IEP) and medical plans of care.
Find goals
- Open Clinical > Goal Bank and use the tabs: All Goals, My Goals, Favorites and Team.
- Search by keyword, or filter by domain, goal type (long-term or short-term) and measurement type.
- A yellow star marks goals you saved; a green star marks goals your team admin saved as team favorites.
Add goals to a plan of care
- Open the plan of care and go to the Goals tab.
- Click From Bank and choose the goals you want.
- Edit any part of the goal (skill, context, measurement, support and mastery) to fit the client.
- Save. Use the save icon on any goal to keep it in My Goals for next time.
Watch the video for a walkthrough.
Built on structured, scored results
MyTherapyWizard is an EMR with clinical protocols built in:
- Guided Evaluations are scored with structured scoring: the same criteria, rules and performance bands for every client.
- The plan of care is generated from that evaluation, with goals linked to the baseline.
- Once the plan of care is active, its goals populate into your session notes. Each goal gets a Goal Performance Index (GPI) that combines accuracy with the support needed, so 70% independent and 70% with maximum assistance score differently. Each session gets a Session Performance Index (SPI), the average of its GPIs.
- Reports draw from these scored results plus the comments and narratives you wrote. AI only helps with wording. It never changes a score, and you approve every line.
Learn more: Understanding Performance Bands ยท Myth vs. Fact: structured scoring and AI
See other articles in Goal Bank here.