Entering Goals and Objectives

DASH by Relay - Entering Goals and Objectives

Providers may manually enter goals and objectives for repeated use.

1. Open the Student Information page of the desired student. The student information page can be accessed by clicking directly on the name of a student appearing on “My Caseload”. Alternatively, find the student and click the caret drop down next to the log service button.

2. Locate the Goals & Objectives section in the middle of the page.

3. Click “+ Add Goal”. A pop up will appear.
   1. Troubleshooting tip: If the "+Add Goal" button does not appear, click to refresh your web browser and try again.

4. Enter the goal.
   • Goal ID – Up to 10 characters.
   • Goal Name - Up to 50 characters.
   • Plan Type – Defaults to IEP
   • Plan start and end date
   • Description
   • Status

NOTE: All fields must be completed before the save button will activate

5. Enter Objectives – Click on the Objectives tab of the goals pop up.

NOTE: Objectives are not required. You may enter if needed.

6. Click “+ Add Objective”

7. Enter the first objective.
   1. Objective Name
   2. Objective Description

You may enter additional objectives by click “+ Add Objective”.

8. Click Save

Editing a Goal

1. Click on the pencil icon located in the top right corner of the goal. This will open the goal and objectives.
   1. Troubleshooting tip: If the pencil icon does not appear, click to refresh your web browser and try again.

1. Make edits as needed.

2. Click save. The save button will activate after an edit has been made.

   

Goals cannot be deleted. If you need a goal removed from view, contact Greenbush at medicaid.billing@greenbush.org.

Goals greater than two years old will automatically filter from view on the Student Information Page to keep your view clean and simple.

When logging a service, goals outside of the service date range will automatically filter from view to keep your view clean and simple.