New goals can be added to your Learning Tree from your goal library templates.

To add goals to your Learning Tree from your library of goals:

1. Navigate to the Learn module, select Clinical and then select Learning Trees
2. Click the name of the Learning Tree you would like to add new goals to
3. Click the Add Branch + icon on the right hand-side
4. Click Library

5. Click the icon next to each long term goal branch, to expand and view short term goals. Click the icon next to the short term goals to expand and view the target branches

• Alternatively, search for goals entering keywords in the search bar.

6. Click the checkbox  next to each long term, short term or target branch you would like to add to your Learning Tree

• If you click and select a long term goal branch, the branch will be added to the Learning Tree with all its short term goals and target branches. If you double click the long term branch, only the long term branch will be selected to be added to the Learning Tree.
• If you click and select a short term goal branch, the branch will be added to the Learning Tree with all its target branches. If you double click the short term branch, only the short term branch will be selected to be added to the Learning Tree

7. Use the arrows on the left side of the search bar to access more goals

8. Click Add Selected

10. Refresh your page to view the new goals added to the Learning Tree

Learning Tree and branches can be archived and unarchived. Client goals and Learning Tree program books are medical records and therefore can’t be deleted from CentralReach.

To archive/unarchive Learning Tree goals or branches:

1. Navigate to the  Learn module, select Clinical and then select Learning Trees
2. Click the name of the Learning Tree you would like to edit
3. To archive a goal or a branch:
   1. Click a branch in the Learning Tree
   2. On the top right, click the Branch Options icon and select Archive Branch
      • Archiving parent branches removes all branches underneath
      • Archived branches do not appear when pulling goals for Notes & Forms Templates reports
4. To unarchive a goal or a branch:
   1. Click the Tree Options  icon on the top left side of the Learning Tree, and select Show Archived Branches. The branches will be added to the Learning Tree and will be identified with an icon
   2. Clicked the archived branch, and then click the Make Active blue button displayed to reactivate the branch and be able to collect data
   3. If you don’t want to reactivate the branch, to hide it from the Learning Tree again, click the Tree Options  icon on the top left side of the Learning Tree, and select Hide Archived Branches

To archive/unarchive a Learning Tree:

2. Navigate to the  Learn module, select Clinical and then select Learning Trees
3. To archive a Learning Tree
   1. Click the name of the Learning Tree you would like to archive
   2. Click the Tree Options  icon on the top left side of the Learning Tree, and select Archive Learning Tree
   3. Click Yes in the Confirm pop up
4. To unarchive a Learning Tree:
   1. Expand the left Options & Filter panel by clicking the icon on the top left side of the screen
   2. Click the Filters tab
   3. Click  Basics
   4. Under Status, click Archived to filter all archived Learning Trees
   5. Click the Learning Tree you would like to unarchived
   6. Click the Make Active blue button
   7. In the Update Status If you want all the branches to be made active, click Yes, change all Branches. If you only want one branch to be unarchived, click No, this Branch only.
   8. The tree status will be updated to Active and can be accessed via the Learning Tree grid

Auto Progression

• When a previous target is mastered
  • New Targets placed on acquisition (Blue icon)
  • Mastered Targets (Green icon) may be removed from the data sheet (overrides post-intervention criterion)

• Any/All goals may utilize auto progression (set up on the short term goal – in client profile)
  • Must have mastery criterion tied on each target
  • Must exist in a client’s learning tree
  • Must have an existing session data sheet

Duration Goal (Add to Goal Bank)

• Establish Long Term Goal
• Establish Short Term Goal
• Establish Duration Target
  • Name “30 seconds”
  • Manually add a singular 30 second criterion in intervention with “mark goal as met”
• Bulk Copy “30 seconds” Branch
• Modify each subsequent branch criterion and name

Skill Acquisition Goal (In Client Profile)