Adjusting Goal Templates and Adding Resources In this Loom, I walk you through the process of editing goal templates and adding resources to fit your program and community-based resources. I demonstrate how to add new milestones and action items, ...
Explaining How to Use Admin Menu Goal Templates In this video, I will guide you through the process of using the admin menu goal templates. We will start by accessing the settings and scrolling down to goal templates. If you are a new provider, the ...
Adjusting Global Goal Templates for Efficient Navigation In this Loom, I explain how to adjust global goal templates from the settings admin menu to save time with each client. By editing the templates to match our suggested resolutions, we ensure ...