Goals
Set specific, measurable wellness goals for clients to check off daily, weekly, or once, directly from their Client Portal or mobile app. Add sub-goals for multi-part habits, save any goal as a reusable Favorite, and track completion rates and streaks from the client's chart. Clients build motivation through visible streaks as they consistently complete their goals.
Built by Core Engineering
The problem it solves
Providers need a way to hold clients accountable to specific actions between sessions, not just review self-reported progress verbally at the next appointment. Goals solves this by giving clients a simple daily checklist tied to their care plan, with visible streaks and completion history a provider can review at any time.
What's included
- Goal creation by provider or client, with name, description, frequency (daily/weekly/one-time), and optional start/end dates
- Sub-goals for breaking a larger goal into smaller, individually checkable steps
- Goal Favorites, saving any goal for reuse across clients, with an org-wide sharing option
- Completion streaks and percent-complete tracking, viewable by custom date range on the client's chart
- Configurable email/push reminders, adjustable globally or per client, plus a custom reminder on any individual goal
How it works
A provider (or client, unless restricted) opens a client's Goals tab and clicks Create Goal, entering a name, description, and frequency, or applying a saved Favorite to pre-fill the fields; sub-goals can be added for goals with multiple steps. Saving a goal with "Add as a Favorite" checked makes it reusable on other clients' accounts, and an org setting can make a provider's favorites available to other team members. Clients check off goals from their dashboard or the Goals tab in the Client Portal or mobile app; a streak begins after three consecutive completions of a daily or weekly goal, visible on the client's chart, and resets only if the goal's frequency changes (not its name or description). Providers can view completion rates and full goal-by-day history for any date range from the client's chart, and can use sub-goals creatively, for example one sub-goal per medication, to track medication adherence day by day. Reminder emails and push notifications can be set globally, per client, or as a one-off custom reminder on a specific goal; Healthie sends reminders at some point over the course of the reminder day rather than a fixed time.
Goals let providers and clients set specific, measurable wellness goals together, which clients check off from their Client Portal or mobile app on a daily, weekly, or one-time basis. It's for providers who want to build accountability into care between sessions, and clients can also create their own goals unless a provider restricts that. Goals can include optional sub-goals for multi-part habits, and providers can save any goal as a Favorite to reuse across their caseload. Consistent completion builds a visible streak, and providers can review a client's completion rate and full goal history from their client's chart.