Removing Goals (OGIs) from a Member’s Care Plan
Purpose
This article explains how to remove or delete a Goal (OGI – Opportunity, Goal, Intervention) from a member’s Care Plan in GuidingCare.
Steps
Go to Member Details
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From the main navigation, open the member’s profile.
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On the left-hand menu, click Care Plan.
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Locate the OGI (Goal)
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The Care Plan page displays all OGIs generated from the member’s assessment.
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Each OGI will show its current status — Recommended (orange) or Current (green).
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Access the Action Menu
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Hover over the Action button beside the OGI you wish to remove.
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You will see options such as Edit, Sign, Add Activity, and Delete (depending on the OGI’s status).
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Select the Goal
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Click Select to open the OGI details screen.
Confirm that the OGI is not tied to any open activities or interventions.
If activities exist, close or remove them first before deleting the OGI.
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Delete the Goal
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From the Action dropdown, click Delete.
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Confirm when prompted.
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The OGI and its associated interventions will be permanently removed from the member’s Care Plan.
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Important Notes
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You can only delete OGIs that are not signed or have no linked activities.
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Once deleted, the goal and related data cannot be recovered.
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If the Delete option is grayed out, check whether the OGI is signed or has open activities attached.
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Your organization’s configuration or permissions may restrict deletion access.
Example Path
Member Details → Care Plan → Select OGI → Action → Delete
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