Questions answered in this article:

  • How to add smart tree goals in a scheduled client event?

  • Can I still add or remove a goal at the end of a session?

View the instructional video(s) on this topic below:

Related articles:


*Leaves & Goals are used interchangeably in this article.

*Status button, consists of the following options:

  • Mastered - The client has completed the goal

  • In Progress - The client is currently working on the goal

  • On Hold - A client goal that is put on hold

  • Not Started - A goal that has not yet been worked on

Once the goals for our clients are set up using Smart Trees, you can now add them to a client’s sessions. Adding the smart tree goals to a session allows for:

  • Reduced charting time,

  • Easily keep track of client progress and,

  • Stay goal focused and client centered. 

  1. From the My Office menu from the top left corner. Go to the Scheduler by clicking the Scheduler tab.

  1. Click the Client event on the calendar and the 3-step scheduler box will appear on the right. It will open up to the plan step.

  1. Click on the Select Leaves button seen below the Session Plan. This is where we can add goals/leaves for the client’s session.

  1. The Tree Selection Modal will open. Choose a tree from the list to view all the branches within that tree.

  1. Click the left Arrow button of a branch to open it up and view the leaves for adding.

  1. Select leaves to be added to a session by clicking the Plus button. This is located beside the comment button for each leaf.

  1. To Add Leaves from multiple trees, select add more (bottom left) or the back arrow (top left) corner of the modal. This will bring you back to the list of trees to select from another one. Repeat steps 4-7 until you are done selecting goals.

  1. When you have finished selecting leaves for your session, click the Confirm button in the bottom right corner. You will notice that there is a number on the button. This is the number of leaves/goals that you have selected for this session. 

  1. Back at the plan step of the scheduler, the leaves selected will appear showing the status of each goal. The branch  icon to the left upper corner indicates the start of a new branch.

  1. To remove leaves once added, click on the button beside each leaf on the far right side.