How do I complete a Family Goal Plan follow-up?
- Pull up the Family Goal Plan Overview page. You can find this page a few different ways:
- if you are assigned for this referral, you can find the reminder on the Home screen
- Reminders card on the Household Overview screen
- Family Goal Plan History section on Household’s History page.
- On the Family Goal Plan Overview page, go to the History section within a Goal.
- Next to the follow-up, click Complete. This will take you to the Complete Follow-Up page
- Enter the Date Completed, Follow-Up Disposition, and any applicable notes and click Save
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