Goals, Treatment Plans and Assessments Section in Client Profile

This section in the Client Profile displays all care goals, treatment plans, and assessment records associated with the client.

Keywords: client goals management, treatment plans carevision, client assessments tracking, health goal tracking, care plan service alignment, aged care documentation, disability support planning, client care planning system, clinical assessment records, client outcome tracking

The Goals, Treatment Plans and Assessments section helps care teams document client objectives, monitor health conditions, and evaluate care outcomes. By linking goals, treatment plans, and assessments to care plan services, organisations can ensure services align with the client’s needs and progress can be monitored over time.

The upper section of the dashboard displays summary cards that highlight key review metrics. Each card shows a count or summary value related to care domain reviews that are overdue, due soon, due later, and the percentage of review compliance.

Care Domain

Click + Add Care Domain.

A care domain is a specific area of care, such as mobility, nutrition, oral hygiene, or other aspects relevant to the client’s needs. The available care domains may vary based on your organisation’s service focus, such as aged care, disability support, or home care.

Goals, treatment plans, and assessments are structured client care records used to plan, monitor, and evaluate a client’s health and wellbeing.

Goals define the desired outcomes for a client.

Conditions and Treatment Plans describe interventions or actions required to support a client’s condition.

Assessments evaluate the client’s current status and help determine appropriate care strategies.

For each goal, treatment plan, or assessment, there are several sections in the care domain form that you can complete.

Section	Description
Details	Provides key information about the goal, treatment plan, or assessment.
Summary / Description / Action Plan	Outlines the purpose, key objectives, and planned actions.
Internal Notes	Additional notes for internal use only; not visible to clients.
Linked Forms	Allows you to link relevant forms based on the selected care domain. You can also set specific elements as trackable to monitor progress. For more information, see Setting Up Trackables.
Trackables	Enables you to define measurable items to monitor progress and outcomes.
Related Services	Select the services that are directly linked to the goal to ensure care activities are aligned with the client’s goals. When you link services to a goal, you can track progress and make sure your care supports achieving that goal. When creating an ad hoc booking, you can associate it with a specific goal in the Goal field, allowing outcomes to be tracked against that goal. Tick all services that apply.
Attachments	Upload files or documents related to the goal, treatment plan, or assessment.
Plan History	Records changes and updates made over time for reference and auditing purposes.

Create Trackables

Trackables are measurable values set within a goal, treatment plan, or assessment to monitor a client’s progress over time. By using trackables, Care Coordinators can evaluate the effectiveness of care plans, identify improvements or concerns, and make informed decisions to support the client in achieving their goals.

​

For more information, see Setting Up Trackables.

Examples of records in this section include:

1. A mobility improvement goal with measurable targets
2. A medication management treatment plan
3. A health monitoring plan tracking blood pressure or weight
   

See related articles: How to Create Client Goals, Treatment Plans, and Assessments

• Related Articles

• How to Create Client Goals, Treatment Plans, and Assessments

  Documenting goals, treatment plans, and assessments ensures services match each client’s needs and helps care teams provide the right support. By integrating goals, treatment plans, and assessments, care teams can monitor progress, adapt ...

• Care Plans/Scheduled Service Section in Client Profile

  After a quote is accepted, a draft Client Care Plan is automatically created in the Care Plans/Scheduled Service section of the Client Profile. This section is used to set up and manage the client’s service schedule, which is later used for rostering ...

• Emergency Plans Section in Client Profile

  The Emergency Plans section in the Client Profile displays all emergency plan records associated with the client. These plans provide clear guidance to staff on how to respond to different emergency situations involving the client, helping ensure the ...

• Notes and Forms Section in Client Profile

  The Notes and Forms section in the Client Profile displays all notes and submitted forms associated with the client. Keywords: client notes management, client forms tracking, care management forms, client case notes, healthcare documentation forms, ...

• Fees Section in Client Profile

  The Fees section in the Client Profile displays all fee records associated with the client. Fee items typically represent outgoing funds or charges to clients. Keywords: client fees, aged care billing, care service fees, client contributions, funding ...

Request an Article or Guide

We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.