Support Center

Check out our Goal Plan On-Demand Video Series. Collaborate’s Goal Plan feature allows you track Client milestones, such as completing education, imp...

Check out our Goal Plan On-Demand Video Series. This article will discuss how to create a Goal Plan for a case. Goal Plans are added via the case...

Check out our Goal Plan On-Demand Video Series. This article will discuss what information and actions you will find on the Goal Plan Information pag...

Check out our Goal Plan On-Demand Video Series. This article will discuss the process of performing a Goal Plan Review. If a Goal Plan has been c...

Check out our Goal Plan On-Demand Video Series. This article will discuss how to Edit existing Goal Plans, as well as how to Delete Goal Plans. ...

Check out our Goal Plan On-Demand Video Series. This article will discuss how to Edit Goals, as well as the Steps within those Goals. To Edit o...

Check out our Goal Plan On-Demand Video Series. This article will discuss how to Delete Goals and Steps within a Goal Plan. To Delete a Goal with...