🎯 Adding and updating a Person’s Goals

📺 Watch the video
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🩺 Why this matters
Setting clear, meaningful goals is central to person-centred, integrated care. Careteam makes it easy for both the health team and the Person (or their primary supporter) to create, track, and update goals—so everyone can focus on what matters most.

Use goals to:

• Encourage motivation and accountability

• Foster collaboration between patients, families, and providers

• Personalize care beyond clinical outcomes

🔍 Where to find it

• Go to the People tab

• Select the Person’s name

• Open the relevant Action Plan

• Look for the “Person’s Goals” section in the Person Panel

🚀 How to add a new goal

1. Click + Add Goal

2. Enter a title (e.g., “Take a flight,” “Walk without pain,” “Attend graduation”)

3. (Optional) Add a description to provide context

4. (Optional) Upload a photo for motivation

5. Click Save

✅ The goal is now live in the Action Plan and visible to the entire team.

🛠️ How to update or complete a goal

• Click on the goal to edit or update its details

• When a goal is achieved, click “Mark as Achieved”

• Use the toggle to hide/show completed goals for a cleaner view

👥 Who can add goals

• You (as a healthcare provider)

• The Person themselves

• Their Primary Supporter

Encouraging clients or families to set their own goals can boost motivation and build ownership in the care process.

💡 Tips and things to know

• Visual cues like photos or milestone titles make goals more personal and memorable

• Goals live in the Person Panel, so they’re always visible and top-of-mind

• Great for any program—rehabilitation, recovery, chronic care, palliative, and more

• Goals are not tied to clinical forms—they reflect what matters to the person