Command | Goal
Last updated: December 26, 2024
Goals Command helps Canvas Users keep track of patient's care goals.
Step By Step
Create a Goal
Being within an open note of the desired patient's chart
Type "goal"
Select "Goal" from the menu that appears to populate the Goal command into the note
Fill out the respective fields, including:
Goal name (Free text)
Start date
Today's date will auto-populate but you can change the start date using the calendar
Due date (Select date from calendar)
Status (drop down menu)
In Progress
Improving
Worsening
No Change
Achieved
Sustaining
Not Achieved
No Progress
Not Attainable
Priority level (drop down menu)
High Priority
Medium Priority
Low Priority
Progress / Barriers (free text)
Select Create to commit the command
Update a Goal
Being within an open note of the desired patient's chart
Type "update" or "goal"
Select "Update goal" from the menu that appears to populate the Update Goal command into the note
Select the goal you wish to update from the drop down menu in the Update Goal field
Note due date will autopopulate to match the initially documented due date
Update due date if needed
Update status
Note Priority will autopopulate to match the initially documented priority
Update Priority if needed
Document Progress/Barriers (free text)
Select Save to commit the command
Ensure update is reflected in the patient summary
Close a Goal
Being within an open note of the desired patient's chart
Type "Close" or "goal"
Select "Close goal" from the menu that appears to populate the Close Goal command into the note
Select the goal you wish to close from the drop down menu in the Close Goal field
Update status
Document Progress/Barriers (free text)
Select Save to commit the command
Ensure goal is no longer reflected in the patient summary
View Progress of Goal
Being within the desired patient's chart
Locate Goals section of the patient summary
Note the Goal name, Current Status, and Due Date is easily visible from the patient summary
Click on Goal to view more details, including:
Start date
Due date
Priority level
Assessment date(s) and their respective status
Comment on progress or barriers associated to that assessment
Click on specific assessment dates to view the associated progress or barrier comment
Click on the "x" or anywhere outside of the modal to exit
Filter Goals
Being within the desired patient's chart
Locate Goals section of the patient summary
Hover over the Goals section header to bring up the filter button
Locate and click on the filter icon to the right of the header
2 filter drop down menus will appear
Use the first drop down menu to filter by:
Active
Closed
All
Use the second drop down menu to sort by:
Due date
Alphabetically
Click on the filter icon to hide the filter/sort drop downs