Create a New Goal for a Client

Help motivate your clients by creating specific goals for them to achieve. Clients are able to view their goals and receive reminders to complete their goals. 

How to Create a New Goal 

• Click on the Goals tab of a client's Healthie profile. By default, both providers and clients have the ability to create a goal. 
• Click "Create Goal" and a goal creation tool will appear
• Fill in your goal details (or apply a past favorite goal to auto-fill) 
• To save, hit the blue "Create Goal" button. 

Click the image below to watch a quick tutorial video on creating/adding a new goal within Healthie:

Goal Title

The name of your wellness goal is what your client will initially see. They can click on the goal within their client portal or from the mobile app to see more (like your description or subgoals). You’ll want to create a title that is specific and measurable. 

For example, walk 30 minutes daily (as opposed to ‘increase baseline activity’) tells your client exactly what is expected from them for the goal. They can measure the duration of their activity, and know which type of activity to do.

Goal Description

Here you can elaborate on the   benefits or details that are relevant to your client. Each client is individual — setting goals that speak to the benefits and overall larger goals they seek will help to maintain their motivation. 

Goal Frequency  

Setting the frequency of your wellness goal allows you to automatically build in time-specific goals. Within Healthie, goals can be set as daily, weekly or one-time goals. To prevent clients from feeling overwhelmed, create a few goals with varying time-frames that they can work towards.

• Daily goal: walk 30 minutes every day after work 
• Weekly goal: Take 1 hour on Sundays to meal prep lunches for the work-week 
• One-time goal: make an appointment to see primary care doctor for annual physical in July 

Daily goals and weekly goals will renew automatically, becoming available for clients to check-off each day/week. Goals without and end-date will continue to renew indefinitely. As an example, a daily goal will re-appear each day for clients to re-mark as complete. In the goals "details" page, you can view your client's history for the goal -- seeing which days in a select time-frame that they have completed (or not completed the goal).

Start Date for Goals

In session with clients, you may want to create goals that start at a future date. Perhaps your client is going on vacation and wants to set their goal for when they return. Or maybe they are a college student looking to set healthy goals when they return to collegeWith our latest update to the Healthie Goals feature, you can now select a start (and end) date to create timely, relevant goals for your clients. Watch our quick tutorial below as we show you how to add a start date to a new goal. 

Goal End Date

Adding end-dates to certain goals can help showcase how goals build on each other over time. Perhaps for the first month of working together, you want your client to walk 30 minutes every day, but in the second month, you want to build on that. Now month two your client’s goal is to walk 40 minutes every day. Clients will be able to look back on their goal history, and see all of the smaller steps they’ve made in the past, driving them towards their larger goal (ie. run a ½ marathon). 

To add an end date to a goal, uncheck the box that reads “goal never ends.” Just like with start dates, you’ll be able to now select a date for your goal. Edit your start/end dates at any time by modifying an existing goal.

Remember, goals without and end-date will continue to renew indefinitely. You can edit a goal without an end-date to add one, or you can delete it in order for it to stop renewing. 

When a goal end-date has passed, goal remains in the client's goal list after the due date has past, essentially being an overdue goal that can still be completed.

Subgoals

Setting subgoals allows you to show those concrete, achievable steps a client can take each day to accomplish their larger goal. 

ie. Goal: Increase Non-starchy Vegetable Intake to 2 Servings Daily

1. Subgoal 1: have a salad at lunch daily 
2. Subgoal 2: have a cooked veggie: broccoli, spinach or carrots at dinner daily  

Another successful way to use subgoals, are for actions that you want a client to complete several times a week. Your client can check off the sub-goals each week as they complete them. This weekly goal will renew each week. 

ie. Exercise 3 days a week for 60 minutes. 

1. Subgoal 1: Run 60 minutes 
2. Subgoal 2: 60-minute yoga class 
3. Subgoal 3: Run 60 minutes 

By creating these collaborative and specific goals, you can help drive your client's success and motivation. Set your clients up for success by creating the right goals, and subgoals, that will help them stay focused between sessions. 

Add a custom goal reminder 

To help motivate your clients to complete their goals, you can add a custom goal reminder. 

• In the details of the goal, click "add reminder" button 
• Select the frequency (weekly, daily, or once) 
• Check the box "enable reminders"

An upcoming update to this feature will allow the ability to set a specific time of day for the reminder to occur. As of now, you can select which day(s) of the week you want for the Daily & Weekly options, or which specific date for the Once option.

Additional resources 

Visit our blog to learn more about the Healthie Goals features. 

Join a Healthie Live Class to learn more about setting up your Healthie account and engaging with clients. Make the most of the Healthie platform with these free live tutorials, open to all Healthie members. 

Learn more about goal reminders/notifications to clients here.