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 interventions, and achieve better outcomes for clients.
This topic describes how to create goals, treatment plans, and assessments in the CareVision portal, and explains how they link to care plan services to support effective, coordinated service delivery.
Keywords: how to create client goals, treatment plans, client assessments, carevision portal, care plan services, trackable, health goal tracking, client record management, aged care documentation, disability support planning
I. Access Client Records
1. In the left navigation pane, search for the client’s name using the search bar.
Alternatively, go to People > Clients and select the desired client from the list.
2. In the client’s profile, find the Goals, Treatment Plans, and Assessments section.
II. Manage Client's Goals
A. Create Client Goals
1. Go to the Goals section.
2. Click + Add a Goal
3. Specify the Care Domain field. Select the area of care the goal addresses (such as mobility, nutrition, oral hygiene etc.). The available options may vary based on your organisation’s service focus.
4. Specify the Status field. Indicate if the goal is In progress or Resolved.
5. Specify the Next Review By field. Select the staff member responsible for conducting the next review.
6. Specify the Person Responsible field. Choose who is accountable for the goal (organisation, care coordinator, or client contact).
7. Specify the Staff field.
- If the organisation is responsible, this field auto-populates.
- If a care coordinator or client contact is responsible, specify their name.
8. Specify the Review Frequency field. Choose how often the goal will be reviewed (Example: daily, weekly, fortnightly, monthly).
9. Edit the Title field if needed. The title will auto-populate, but you can change it to better describe the goal.
10. Review and modify the Summary / Description / Action Plan. Add or update details about the goal, including summary, description, and action plan.
11. Add Internal Notes (optional). Enter any notes for internal use only.
12. Link Forms if applicable. Based on the selected Care Domain, you can link relevant forms. Set up specific elements as trackable if you want to monitor them.
13. Click Add trackable if you want to make the goal trackable. Add a specific metric to track progress toward the goal.
14. When you create a trackable, specify the Health Goal Type field by selecting the health metric being tracked (for example, weight).
15. Specify the Target Date. Enter the date by which the goal should be achieved.
16. Specify the Minimum Target Value. Enter the lowest acceptable value to be reached (for example, the minimum weight should be 50 kg and not lower).
17. Specify the Maximum Target Value. Enter the highest acceptable value to be reached (for example, the maximum weight should be 55 kg and not higher).
18. Check the Must be maintained box if required. Indicate if the target value must be maintained over time.
19. Click Save.
20. The trackable goal will now appear in the list.
21. Click the pen icon to edit, or the chart icon to view progress and measurements.
B. Link Goals to Care Plan Services
1. In the Related Services section, select the services that are directly linked to the goal. This ensures that care activities are aligned with the client’s goals. Tick all services that apply.
- You can also use the Goal field when creating an ad hoc booking to associate the booking with a specific goal. This allows outcomes to be tracked against that goal.
C. Add Files and Complete Goal Setup
1. Upload any files or documents related to the goal.
2. Click Save to create the goal.
3. The new goal appears under the Goals section.
Key Fields in Goals Section
Field | Description |
Care Domain | The specific area of care that the goal addresses, such as mobility, nutrition, oral hygiene, or other aspects relevant to the client’s needs. The available care domains may vary based on the organisation’s service focus, such as aged care, disability support, or home care, ensuring that goals are tailored to the appropriate context for each client. For more information about how to set up care domains, see FAQ: How to Setup Care Domain, Goals, Condition and Treatment Plans in CareVision? |
Created | The date the goal was originally created. |
Updated | The date the goal was last updated. |
Next Review | The scheduled date for the next review of the goal. |
Status | Indicates if the goal is "in progress" or "resolved." |
Created By | Name of the staff who created the goal. |
Updated By | Name of the staff who last updated the goal. |
Next Review By | Staff responsible for conducting the next review. |
Resolved Date | The date the goal was marked as resolved (if applicable). |
Person Responsible | The party accountable for the goal (organisation, care coordinator, or client contact). |
Staff |
|
Review Frequency | How often the goal is reviewed (daily, weekly, fortnightly, monthly by date, monthly by week). |
Title | The title or short name of the goal. |
Summary/Description/Action Plan | Details about the goal, including a summary, description, and action plan. |
Internal Notes | Additional notes for internal use only, not visible to clients. |
Add Trackable | Option to add a trackable metric for the goal. This field allows you add a specific metric to track progress toward the goal. This allows carers to record and monitor the client’s status as they work toward achieving their health goals. For detailed instructions, see Adding Trackable. |
Health Goal Type | The specific health metric being tracked (blood pressure, weight etc.) |
Target Date | The date by which the goal should be achieved. |
Minimum Target Value | The minimum value to be reached for the goal. |
Maximum Target Value | The maximum value to be reached for the goal. |
Must be Maintained | Checkbox to indicate if the target value must be maintained over time. |
Allow Notification Triggers | Checkbox to enable notifications when targets are met or missed. |
Latest Reading | The most recent measurement or value recorded. |
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 | Files or documents related to the goal. |
III. Manage Client Condition & Treatment Plans
You can manage and record client conditions and treatment plans to support health and care by tracking needs and ensuring care is updated as a client’s condition changes.
1. Go to the Condition & Treatment Plans section.
2. Click + Add a Treatment Plan.
3. Fill in the required fields for the condition and treatment plan, as previously described.
4. Add trackables as needed, following the earlier instructions.
5. Link client conditions and treatment plans to care plan services, as previously described.
Key Fields in Condition & Treatment Plans Section
Field | Description |
Care Domain | The specific area of care that the condition or treatment plan addresses, such as mobility, nutrition, medication management, or other aspects relevant to the client’s needs. |
Created | The date the condition or treatment plan was originally created. |
Updated | The date the condition or treatment plan was last updated. |
Next Review | The scheduled date for the next review of the condition or treatment plan. |
Status | Indicates if the condition or treatment plan is currently "in progress" or has been "resolved." |
Created By | Name of the person who created the condition or treatment plan. |
Updated By | Name of the staff who last updated the condition or treatment plan. |
Next Review By | Staff responsible for conducting the next review of the condition or treatment plan. |
Resolved Date | The date the condition or treatment plan was marked as resolved (if applicable). |
Person Responsible | The party accountable for the condition or treatment plan (organisation, care coordinator, or client contact). |
Staff |
|
Review Frequency | How often the condition or treatment plan is reviewed (daily, weekly, fortnightly, monthly by date, monthly by week). |
Title | The title or short name of the condition or treatment plan. |
Summary/Description/Action Plan | Details about the condition or treatment plan, including a summary, description, and specific action steps to be taken. |
Internal Notes | Additional notes for internal use only, not visible to clients. |
Add Trackable | Option to add a trackable metric for the goal. This field allows you add a specific metric to track progress toward the goal. This allows carers to record and monitor the client’s status as they work toward achieving their health goals. For detailed instructions, see Adding Trackable. |
Health Goal Type | The specific health metric being tracked (blood pressure, weight, medication adherence etc). |
Target Date | The date by which the target for the treatment plan should be achieved. |
Minimum Target Value | The minimum value to be reached for the tracked metric. |
Maximum Target Value | The maximum value to be reached for the tracked metric. |
Must be Maintained | Checkbox to indicate if the target value must be maintained over time. |
Allow Notification Triggers | Checkbox to enable notifications when targets are met or missed. |
Latest Reading | The most recent measurement or value recorded for the tracked metric. |
Related Services | Services related to the condition or treatment plan. Tick all that apply. |
Attachments | Files or documents related to the condition or treatment plan. |
IV. Manage Client Assessments
1. Go to the Assessment section.
2. Click + Add an Assessment.
3. Fill in the required fields for the assessment, as previously described.
4. Add trackables as needed, following the earlier instructions.
5. Link client assessments to care plan services, as previously described.
Key Fields in Assessment Section
Field | Description |
Care Domain | The specific area of care being assessed, such as mobility, nutrition, medication management, or other relevant aspects. Care domains may differ depending on the organisation’s focus (aged care, disability support, home care), ensuring assessments are relevant to each client’s needs. |
Created | The date the assessment record was originally created. |
Updated | The date the assessment record was last updated. |
Next Review | The scheduled date for the next assessment or review of the client’s condition. |
Status | Indicates the current status of the assessment, such as "in progress," or "resolved" |
Created By | Name of the person who created the assessment record. |
Updated By | Name of the person who last updated the assessment record. |
Next Review By | Person responsible for conducting the next assessment or review. |
Resolved Date | The date the assessment was marked as resolved or closed, if applicable. |
Person Responsible | The party accountable for ensuring the assessment is completed and reviewed (organisation, care coordinator, or client contact). |
Staff | If the person responsible is the organisation, this field auto-populates with the organisation name. If the person responsible is a care coordinator or client contact, enter the specific staff or contact name. |
Review Frequency | How often the assessment is scheduled to be reviewed (daily, weekly, fortnightly, monthly by date, monthly by week). |
Title | The title or short name of the assessment. |
Summary/Description/Action Plan | Details about the assessment, including a summary of findings, description of the assessment process, and recommended action plan. |
Internal Notes | Additional notes for internal use only, such as observations or comments not included in the formal assessment report. |
Add Trackable | Option to add a trackable metric for the goal. This field allows you add a specific metric to track progress toward the goal. This allows carers to record and monitor the client’s status as they work toward achieving their health goals. For detailed instructions, see Adding Trackable. |
Health Goal Type | The specific health metric or outcome being tracked as part of the assessment (blood pressure, weight, cognitive score). |
Target Date | The date by which the target outcome or improvement identified in the assessment should be achieved. |
Minimum Target Value | The minimum value to be reached for the tracked metric or outcome. |
Maximum Target Value | The maximum value to be reached for the tracked metric or outcome. |
Must be Maintained | Checkbox to indicate if the target value or outcome must be maintained over time as part of ongoing assessment. |
Allow Notification Triggers | Checkbox to enable notifications when assessment targets are met or missed. |
Latest Reading | The most recent measurement or value recorded for the tracked metric or outcome. |
Related Services | Services related to the assessment. Tick all that apply. |
Attachments | Files or documents related to the assessment, such as assessment tools, reports, or supporting evidence. |
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