FAQ: How to Setup Care Domain, Goals, Condition and Treatment Plans in CareVision?

FAQ: How to Setup Care Domain, Goals, Condition and Treatment Plans in CareVision?

FAQ: How to Setup Care Domain, Goals, Condition and Treatment Plans in CareVision?

OVERVIEW

It's important to have a conversation with your clients about their goals, what they would like to achieve, and how they would like to achieve their goals.
When delivering services for the clients, staff members need to check if the client has any pre-existing conditions that might block staff members from delivering services.

HOW GOALS ARE USED

When you add services to a client plan, or as one-off services, they can be linked back to the goals and condition treatment plans that the service is supporting, ensuring all services are delivered to improve the care outcomes for the client and making it easy to trace and review with auditors.

HOW TREATMENT PLANS ARE USED

We encourage collecting these early during the discussion with the client and adding them even if in name only so they can be linked to the services that are planned to support them.
1. The client has new goals
2. Based on the client's diagnosed medical condition changing

CARE DOMAINS

These are different areas that the care recipients will be assessed against before being awarded a level of need (Eg. low needs, medium needs, high needs

CREATING CARE DOMAIN (2 ways)

  1. SETTINGS - MAIN MENU > SETTINGS > CARE DOMAINS

 

    1. Top-right corner, click +CREATE CARE DOMAIN

      1. Name

      1. Care Domain Reference (optional)

      1. Description

      1. Action Plan Description

      1. Minimum Data Set checkbox (optional) - this is if you want to associate Care Domains to multiple Goals, Conditions and Treatment Plans.

      1. Frequency of Review

      1. Don't forget to click SAVE

 

  1. CLIENT PROFILE - MAIN MENU > PEOPLE > CLIENTS or look for the client in MAIN MENU > SEARCH BAR

    1. CLIENT PROFILE > GOALS, CONDITIONS & TREATMENT PLANS > GOALS tab

      1. Right-hand side > Click +ADD A GOAL

        1. Click on Care Domain field (dropdown)

        1. Type in Care Domain Name

        1. Click ADD CARE DOMAIN button

        1. Once added, you can further setup the Care Domain on SETTINGS > CARE DOMAINS later.

 

ADDING GOALS FOR A CLIENT AND ASSOCIATE IT TO CARE DOMAIN

  1. MAIN MENU > PEOPLE > CLIENTS or look for the client in MAIN MENU > SEARCH BAR

    1. CLIENT PROFILE > GOALS, CONDITIONS & TREATMENT PLANS > GOALS tab

      1. Right-hand side > Click +ADD A GOAL

        1. Care Domain - Select existing or Create a new Care Domain

        1. Created by

        1. Updated by

        1. Next Review by - to be assigned to the next reviewer as a second pair of eyes. Required to change every update.

        1. Person Responsible

        1. Frequency of Review

        1. Created On

        1. Updated On

        1. Next Review On

        1. Day of the Month - if Frequency is set to Monthly

        1. Day of the Week - if Frequency is set to Weekly

        1. Status

        1. Date Resolved - date achieved Goal

        1. Title

        1. Action Plan Description

        1. Internal Notes

        1. Add Trackable - you can select an existing, then modify or create a new Trackable.

          1. Right-hand side > click ADD TRACKABLE button

            1. Health Goal Type

            1. Target Date

            1. Minimum Target Value

            1. Maximum Target Value

            1. Must be maintained check box

            1. Latest Reading

            1. Don't forget to click SAVE

        1. ATTACHMENTS - click ADD FILES button to upload attachments

        1. PLAN HISTORY - will show you historical data who last touched the GOAL.

 

ADDING CONDITIONS & TREATMENT PLANS

  1. MAIN MENU > PEOPLE > CLIENTS or look for the client in MAIN MENU > SEARCH BAR

    1. CLIENT PROFILE > GOALS, CONDITIONS & TREATMENT PLANS > CONDITIONA & TREATMENT PLANS

      1. Select or Add Care Domain

      1. Responsible Person

      1. Click +ADD A TREATMENT PLAN

        1. The setup is pretty much the similar to GOALS

        1. Don't forget to click Save.

 

SERVICES Section

Conditions:

1. If a service, recurring or ad-hoc, has has GOAL, CONDITION & TREATMENT PLANS selected in them

2. This is a bit tricky as we need to assign a Form Format in a Service, and that Form Format should have Client Trackables selected as Form Category.

Set Form Format to Client Trackables Form Category

https://support.carevision.academy/portal/en/kb/articles/building-form-formats#Create_the_Base_Form_Format_Record

  1. SETTINGS > FORM FORMATS

    1. Select a Form Format

      1. Set Form Category to Client Trackables

      1. Click SAVE

NOTE: Can also create a separate Service and assign the Form during setup (Service).

  1. Assigning a Form to a Service

    1. SETTINGS > SERVICES

      1. Select a Service

        1. Form Formats field - Assign a Form Format

        1. Click SAVE

Once you have set the settings from above instructions, any booking you have with those Service with Form Format attached (Form Category is set to Client Trackables), it will show up in the SERVICES section in CD GCTP.


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