Goals: how to use them

Give a patient goals

Three ways, fastest first.

1. Start from a condition. Tap one of the patient’s conditions in Select Conditions and Goals. The goals that go with it appear ready-ticked with their targets filled in — untick anything that does not apply and press + Add selected to visit.
2. Pick from the list. Choose any goal from the dropdown and press + Add.
3. Type your own. Enter a label and an optional target, then ＋ Add to list. It is saved for reuse with every future patient.

Goals save as you add them. There is no separate save step, and the patient sees each one straight away.

Add a condition to the patient’s record

Pick it from the dropdown and press ＋ Add to record. It appears as a chip, the patient sees it on their plan, and tapping it any time brings up its goals.

Conditions the patient recorded themselves appear alongside yours, marked 👤.

See how the patient is doing

Open the patient and the goal list shows everything they are working on. Each goal carries a badge: 🩺 you for goals you set, 👤 patient for goals they added themselves. Their check-ins appear under What the patient logged this visit.

Handle a request to change a goal

A patient cannot edit your target — they ask instead, and the ask arrives on the goal.

1. A yellow note appears under the goal, flagged new.
2. Agree with it? Change the target on the goal — the patient sees the new one immediately.
3. Not changing it? Press ✓ seen so the patient knows you read it.

Retire a goal

✓ marks it achieved: it drops out of the patient’s active list but stays on the record. ✕ removes it entirely. You can do either to any goal, including ones the patient added.

See what you have been asked to do

Your practitioner’s goals are at the top, each with its target — Hydration 🎯 64oz/day. Below them, under My goals, are any you have added yourself.

Log your progress

Tap the control under a goal — a slider, a 0–10 scale, or just done, depending on what is being tracked. A ✓ logged badge appears, and your practitioner sees it before your next appointment.

Logging is the whole job. You do not need to write anything unless you want to.

Add a goal of your own

1. Under My goals, type what you want to track.
2. Choose how to track it — an amount, an intensity, a 0–10 scale, or simply done / not done.
3. Press Add goal.

It joins the same list your practitioner sees, marked as yours. You do not need anyone’s approval, and you can change or remove it whenever you like.

Ask for a change to your practitioner’s goal

When a target does not fit your life, say so — on the goal itself.

1. Press 💬 Ask my practitioner to change this under the goal.
2. Type what you mean — “64oz is a lot, can we start at 40?” — and press Send.
3. Your note sits on that goal until your practitioner reads it. You will see it change from not seen yet to seen by your practitioner.

Record what you are managing

Under 🩺 My conditions, add anything you are dealing with — Low back pain, Insomnia. Your practitioner sees it, and each condition offers the goals that usually go with it:

One tap starts tracking it. Goals you already have are not offered again.

	🩺 Practitioner	👤 Patient
Add a goal	Yes	Yes
Log progress	Sees the logs	Yes
Change a target the practitioner set	Yes	No — can ask
Change a goal the patient added	Yes	Yes
Remove a practitioner’s goal	Yes	No
Remove their own goal	Yes	Yes
Add a condition	Yes	Yes