Needs & Goals
Goals
Defining client goals with target dates and the steps intended to reach them.
Product support
Documented support
- Casebook by Casebook PBC
Goals are a documented Case entity.
vendor reported
- Clarity Human Services by Bitfocus
Goal management with progress tracking; goals auto-assigned on program entry (case management page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Services planned based on client goals and needs (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Individualized goals per participant in service plans (workforce page).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
GoalDefinition and GoalAssignment objects serve as care plan goals (Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Goal Definition, Goal Assignment, and Care Plan Template Goal objects (developer docs).
vendor reported
Partial / qualified support
- CharityTracker by Simon Solutions
Client goal tracking supported through the Changes Over Time report (features page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Care planning suggests goal work, but a standalone goals object is not publicly documented.
vendor reported
3 researched products have not yet been verified for this capability — that is a research gap, not an assessment.