How to create a goal

Author: Ran | Date Created: 10/06/2025 | Date Updated: 10/06/2025

What this is

Need to add a client goal in HMIS? This article will help!

What you need to know

Follow these steps

1. Open the client’s record

• In the Client's workspace, find your client.
• On the client's dashboard select Profile → Goals.

2. Add a new goal

• Select, Add New Goal and complete the form fields:
  • Status: Open (close when complete)
  • Goal Group: Choose a category (for example, Employment, Education)
  • Goal: Pick from the list based on the Goal Group
  • Description: Add short notes about the goal
  • Goal Date / Target Date: Set the start and target completion dates
  • Enrollment: Link to the client’s active case management enrollment
  • (Optional) Assign another Case Manager, add a Task, or limit visibility under Restriction
• Don't forget to click Save! The goal will now appear in the client’s Goals list.

When you are done

You’ve added a goal for your client. If you need to update or close it later:

1. Go to Profile → Goals.
2. Click the action button next to the goal.
3. Select Edit Goal

4. Update the Status to Closed, select either Attained or Discontinued for the Outcome and add a Outcome date.
5. Then click Save.