📺 Watch the video 
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👉 Click here to watch the video

🩺 Why this matters
The Goal Planning block helps teams deliver truly person-centred, goal-oriented care. It invites individuals to share what matters most to them—and ensures the care plan reflects their goals, not just clinical targets.

Used well, goal planning:

• Promotes ownership and inclusion

• Boosts motivation and engagement

• Reduces bias and builds equity into care planning

It turns care from something done to a person into something done with them.

🔍 Where to find it

• Go to the Person Panel

• Click on “Person’s Goals”

🚀 What you can do in this section

🎯 Create and personalize goals

1. Click + Add Goal

2. Write the goal, and (optional) add a description or image

3. Toggle Enable Goal Planning to turn on tracking

4. Rate:

   • Importance

   • Readiness

   • Confidence

5. Click Save

📌 Add Actions to support the goal

• Click + Add Action

• Enter what needs to happen to support the goal

• (Optional) Add a description for context

📈 Add Check-ins to monitor progress

1. Click + Add Check-in

2. Choose a check-in question from the dropdown

3. Set the frequency (one-time, recurring, or unscheduled)

💡 Need a new check-in question? Create it in the Check-in Library under the Admin panel, or ask your manager.

✅ Track and complete

• Actions and Check-ins will show up in the Things to Do block

• When the goal is reached, click “Mark Achieved”

💡 Tips and things to know

• Pictures make goals feel more real and personal

• Ongoing check-ins keep the Person engaged and accountable

• This process strengthens trust and shared decision-making

• If the Goal Planning feature isn’t enabled, email support@getcareteam.com