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Goals

The Goals page allows you to create, manage, and track your progress toward CPT code goals and case count targets. This helps you monitor your clinical experience and ensure you're meeting your training requirements.

Accessing Goals

You can access the Goals page by:

  1. Navigation Menu: Click "Goals" in the sidebar navigation
  2. Dashboard: Click on any goal in the Goal Progress panel

Goals Overview

The Goals page displays all your current goals with:

  • Goal Type: The type of goal (e.g., CPT Code Goal, Case Count Goal)
  • Goal Count: Your target number
  • Current Progress: How many you've completed
  • Status: Current status (Active, Completed, etc.)
  • Key: Specific identifier for the goal (if required)
  • Date Range: Start and end dates (if set)

Goals Overview Screen

Overview of your goals showing Case Count and CPT Count goals with progress

Creating Goals

Where to Create Goals

  1. Goals Page: Click the "+" button in the top-right corner
  2. Dashboard: Click "Create Goal" in the Goal Progress panel

Goal Creation Form

When creating a goal, you'll fill out:

Create New Goal Form

The 'Create New Goal' form where you define your goal details

  1. Goal Type: Choose from available goal types
  2. Different types may have different requirements

  3. Some goal types require a "Key" field (like specific CPT codes)

  4. Goal Count: Enter your target number

  5. Must be at least 1

  6. This is the number you want to achieve

  7. Key (if required): Enter a specific identifier

  8. Only shown for certain goal types

  9. Examples: specific CPT codes, procedure types

  10. Start Date (optional): When you want to start tracking

  11. Use the calendar picker to select a date

  12. End Date (optional): When you want to complete the goal

  13. Must be after the start date
  14. Use the calendar picker to select a date

Important Notes

  • All fields except dates are required
  • You cannot create duplicate goals with the same type and key
  • Goal types are predefined by your institution
  • The system will automatically track your progress based on your cases

Managing Goals

Viewing Goals

The Goals page shows: - All your goals in a scrollable list - Color-coded status indicators on the right edge - Goal details including type, count, key, and dates - Current status badges

Goals List with Swipe Actions

Goals list showing swipe right action to edit

Goals List with Swipe Actions

Goals list showing swipe left action to delete

Editing Goals

  1. Click on a Goal: Tap any goal to open the edit dialog
  2. Swipe Right: Swipe right on a goal to reveal the edit option
  3. Modify Details: Update any field in the edit form
  4. Save Changes: Click "Update Goal" to save

Deleting Goals

  1. Swipe Left: Swipe left on a goal to reveal the delete option
  2. Confirm Deletion: Confirm you want to delete the goal
  3. Goal Removed: The goal will be removed from your list

Goal Statuses

Goals can have different statuses:

  • Active: Goal is currently being tracked
  • Completed: Goal has been achieved
  • Pending: Goal is waiting to start
  • Cancelled: Goal has been cancelled

Progress Tracking

Automatic Tracking

The system automatically tracks your progress by: - Counting cases that match your goal criteria - Updating progress in real-time - Showing completion percentages

Dashboard Integration

Your goal progress appears on the dashboard with: - Visual progress bars - Completion percentages - Current vs. target counts - Color-coded status indicators

Swipe Actions

Each goal card supports swipe gestures:

  • Swipe Right: Edit the goal
  • Swipe Left: Delete the goal

Role-Based Features

Students

  • Create and manage personal goals
  • Track progress toward training requirements
  • Set goals for specific CPT codes or case counts

Residents

  • Create and manage personal goals
  • Track progress toward training requirements
  • Set goals for specific CPT codes or case counts

Attending Physicians

  • Create and manage personal goals
  • Track progress toward clinical requirements
  • Set goals for specific CPT codes or case counts

Other Roles (Nurse Practitioners, Physician Assistants, Certified Surgical Assistants, Registered Nurse First Assist)

  • Create and manage personal goals
  • Track progress toward clinical requirements
  • Set goals for specific CPT codes or case counts

Tips for Effective Goal Setting

  1. Be Specific: Set clear, measurable goals
  2. Use Date Ranges: Set start and end dates for time-bound goals
  3. Regular Review: Check your progress regularly
  4. Realistic Targets: Set achievable but challenging goals
  5. Update as Needed: Modify goals as your training progresses

Troubleshooting

Common Issues

Can't Create Goal - Make sure you have selected a role in your profile - Check that all required fields are filled out - Ensure you don't already have a duplicate goal

Goal Not Updating - Progress updates automatically based on your cases - Make sure your cases match the goal criteria - Check that your cases are properly logged

Missing Goal Types - Goal types are configured by your institution - Contact your administrator if you need additional types

Next Steps

After setting up your goals:

  1. Create Cases - Log cases to work toward your goals
  2. Track Progress - Monitor your goal completion on the dashboard
  3. Manage Rotations - Organize your clinical experiences
  4. Export Data - Export your case data for reporting