This article provides instructions on how to add and manage objectives within BestNotes.

Permissions Required

  • Manage Tx Plan Library

Managing Treatment Plan Objectives

To add and manage objectives, you must have the "Manage Tx Plan Library" permission.

Navigate to Treatment Plan Library

  1. Navigate to "Settings" and "Tx Plan Library."

Screenshot showing navigation to Settings and Tx Plan Library.

  1. This will bring you to the main window for the Treatment Plan Library.

Manage Objectives

  1. Select the "View/Edit Objectives" button.Screenshot showing the 'View/Edit Objectives' button. 

  1. Select the code system you would like to add it to from the "Code System" drop-down.

Screenshot showing the 'Code System' drop-down.

  1. Then select the library you would like to manage from the "View/Edit Goals in this Content Library", or search by selecting the appropriate category and code in the "Category" and "Code Search" drop-downs.Screenshot showing content library and search options. 

Create New Objective

  1. Select "Add Objective" to create a new objective.

Screenshot showing 'Add Objective' button.

  1. The "Content Library" will default to the one selected. If none was selected, select the desired "Content Library."Screenshot showing 'Content Library' selection. 

  1. Select the "Category" if applicable.

Screenshot showing 'Category' selection.

  1. Enter in the new objective in the "Objective" text area.Screenshot showing 'Objective' text area.

  1. Add any necessary "Default Interventions" by selecting "Add", and then selecting the intervention. The interventions listed are from the interventions created. See Manage interventions to learn more.

Screenshot showing 'Default Interventions' section.

  1. Select "Save."Screenshot showing 'Save' button. 

Update Existing Objective

  1. To edit an existing objective, select the objective you would like to edit.

Screenshot showing selection of an existing objective.

  1. Make any necessary adjustments.Screenshot showing objective editing.

  1. Select "Save."

Screenshot showing 'Save' button.

  1. Select "Delete" to delete the objective.

Screenshot showing 'Delete' button.

Next Steps

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