Create and Update Goal

Quickly input goals across life domains like employment, health, or independent living. Goals can be updated over time to reflect progress, setbacks, or new focus areas.

Real-Time Access

Goals and needs are accessible from the mobile and web apps, so staff can reference and update them during service delivery or while writing case notes.

Monitor Progress with Clarity

Track goal status with clear updates, notes, and completion indicators that provide visibility into what’s working and what needs adjustment.

Always know your Client Goals & Needs

  • Ensure all team members are on the same page with up-to-date information, reducing the risk of errors and inconsistencies.
  • Streamline the process of updating and accessing client information, saving time for care workers and administrative staff.
  • Keep track of goals and needs accurately and enable agencies to contribute to more positive client outcomes.
  • Equip your care workers with the information they need to deliver high-quality services confidently.

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FAQs

The Goals and Needs functionality in FieldWorker allows agencies to capture, track, and manage key information related to a client’s goals and needs. This feature helps your agency deliver high-quality services and also ensure compliance with regulatory & payer requirements.

You can capture multiple types of goals for a client, encompassing various aspects of their development and care. These goals can include areas such as personal development, health, employment, and other specific objectives.

FieldWorker enables you to track progress towards a client’s goals by allowing you to update the status and progress of each goal as services are delivered. This helps ensure that goals are being met effectively and allows for adjustments as needed.

Yes, you can associate specific task types with client goals. This ensures compliance by aligning the tasks performed with the goals set for the client, making sure that all services provided are relevant and appropriate.

Capturing and managing goals and needs helps ensure compliance by documenting the services provided in alignment with regulatory & payer requirements. By associating specific tasks with goals, FieldWorker ensures that all services are appropriate and compliant.

Access to goals and needs information can be controlled based on user roles and permissions within your agency. This ensures that only authorized personnel can view or edit this sensitive information.

To get started with capturing goals and needs:

  • Log into your FieldWorker account.
  • Navigate to the Client Center.
  • Select the Goals or Needs tab for the relevant client.
  • Enter the necessary information and save.

FieldWorker offers comprehensive support, including documentation, tutorials, and customer service, to assist you in using the Goals and Needs functionality effectively.

Feel free to reach out to our support team if you have any additional questions or need further assistance.

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