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."

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

Manage Objectives

1. Select the "View/Edit Objectives" button.

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

3. 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.

Create New Objective

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

2. The "Content Library" will default to the one selected. If none was selected, select the desired "Content Library."

3. Select the "Category" if applicable.

4. Enter in the new objective in the "Objective" text area.

5. 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.

6. Select "Save."

Update Existing Objective

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

2. Make any necessary adjustments.

3. Select "Save."

4. Select "Delete" to delete the objective.

Next Steps

• Manage Goals



5. Manage interventions
6. Custom problems