How To View and Manage Versions of Client Goals, Treatment Plans, and Assessments
CareVision allows care providers to deliver high-quality services by supporting accurate and up-to-date clinical documentation.
In the client journey (from initial quote preparation, profile completion, assessment, and ongoing participation) information about client goals, treatment plans, and assessments may change. These changes can result from periodic reviews such as quarterly or annual reassessments, care plan updates following client progress or new information, and team collaboration where multiple practitioners update records as part of coordinated care.
Tracking updates to assessments, goals, treatments, and conditions is important for maintaining a clear history of clinical decisions, supporting multidisciplinary collaboration, and ensuring that care remains aligned with the client’s needs.
This document describes how to view and manage versions of client goals, treatment plans, and assessments in CareVision.
Keywords: client goals management, treatment plan updates, version control, care plan tracking, care coordination, aged care documentation, assessments, add trackable
I. Goals, Treatment Plans and Assessments Section
The Goals, Treatment Plans and Assessments section is an area within the client profile where all information related to a client’s care goals, planned interventions, and clinical evaluations is recorded and managed.
This section allows carers to document, review, and update client goals, outline specific treatment plans, and complete or reference assessments that track the client’s progress and changing needs over time.
In the left navigation pane, click People.
Click Clients.
Select the desired client from the list.
Click Goals, Treatment Plans and Assessments.
Under the Goals, Treatment Plans and Assessments section, you will see three areas: Goals, Condition & Treatment Plans, and Assessment.
A. Manage Versions of Client Goals
Goals may need to be updated during progress reviews, in response to new clinical information, or when a client’s circumstances change. Each update creates a new version, ensuring a complete history of all modifications.
To view a goal, go to the Goals section and click the goal name.
The Goals Form will appear. Update the necessary fields as required. For more information on each field, refer to the table below.
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. |
Scroll down to the Plan History section to document the changes you made.
In the What Have You Changed In This Version field, specify the details of the change. For example, if you added a related service such as personal care to support the client’s goal of improving oral health, note this update. Provide enough context to explain the reason for the change and ensure a clear record of modifications for future reference and team collaboration.
In the Review Type field, select the appropriate option: Full Review, Partial Review, or Basic Update.
Specify the Date Completed field if applicable.
Click Save to record your updates.
The Plan History section displays a list of all versions, along with details such as the modified date.
Alternatively, you can click Versions in the upper left of the Goals form.
Select the version you want to view. Each version is numbered in sequence (1 = first version, 2 = second version, and so on), with Current indicating the most recent version. Reviewing previous versions allows you to compare and track changes over time, understand updates to the client’s goals, and maintain a complete history for auditing or clinical review.
B. Manage Versions of Client Condition & Treatment Plans
Client condition and treatment plans may change, for example, when an older adult in aged care requires additional support, a person with a disability develops new goals for independence, or when there are changes in prescribed medications.
Regularly updating these plans ensures that care remains responsive to each client’s unique and changing needs, and supports their well-being.
Go to the Condition & Treatment Plans section and click the relevant item name.
The Condition & Treatment Plans form will appear. Update the necessary fields as required. For more information on each field, refer to the table below.
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. |
Scroll down to the Plan History section to document the changes you made.
In the What Have You Changed In This Version field, specify the details of the change. For example, if you noted a new oral condition and outlined corresponding treatment plans, record this update. Provide enough context to explain the reason for the change and ensure a clear record of modifications for future reference and team collaboration.
In the Review Type field, select the appropriate option: Full Review, Partial Review, or Basic Update.
Specify the Date Completed field if applicable.
Click Save to record your updates.
The Plan History section displays a list of all versions, along with details such as the modified date.
Alternatively, you can click Versions in the upper left of the Condition & Treatment Plans form.
Select the version you want to view. Each version is numbered in sequence (1 = first version, 2 = second version, and so on), with Current indicating the most recent version. By viewing previous versions, you can compare and track changes made over time, understand updates to the client’s condition and treatment plans, and maintain a record for auditing or clinical review.
C. Manage Versions of Client Assessments
Assessments may be updated in scenarios such as identifying new risks during a routine review, documenting changes in a client’s functional status, responding to medical diagnoses, or following a medication review.
Keeping assessment versions current ensures that all care decisions are based on the most recent and accurate information about the client’s needs.
Go to the Assessment section and click the relevant assessment name.
The Assessment form will appear. Update the necessary fields as required. For more information on each field, refer to the table below.
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. |
Scroll down to the Plan History section to document the changes you made.
In the What Have You Changed In This Version field, specify the details of the change. For example, if you added an attachment, note this update. You might say, “Added attachment: doctor’s assessment report,” to provide context and ensure a clear record of modifications for future reference and team collaboration.
In the Review Type field, select the appropriate option: Full Review, Partial Review, or Basic Update.
Specify the Date Completed field if applicable.
Click Save to record your updates.
The Plan History section displays a list of all versions, along with details such as the modified date.
Alternatively, you can click Versions in the upper left of the Assessment form.
Select the version you want to view. Each version is numbered in sequence (1 = first version, 2 = second version, and so on), with Current indicating the most recent version. By viewing previous versions, you can compare and track changes made over time, understand updates to the client’s assessments, and maintain a record for auditing or clinical review.
II. Permissions and Access Control
Who can view and manage versions?
Access to view and manage versions of client goals, conditions, and treatment plans is determined by your organisation’s General Config settings.
To adjust these permissions, follow these steps:
In the left navigation bar, click Settings.
Click General Config.
Find the Goals, Treatment Plans and Assessments Settings.
Manage the toggle labeled Allow Field Staff to See Goals, Conditions, and Treatment Plans.
To grant field staff access to view these sections in a client’s profile, switch the toggle ON. This ensures field staff have the necessary information to deliver care according to the client’s latest plans and goals.
To restrict access, switch the toggle OFF. Field staff will not be able to view these sections, which can help protect sensitive information or limit access based on organisational policy or client privacy preferences.
Click Save to allow the settings to take effect.
Field staff may be allowed to view goals, treatment plans, and assessments if the general configuration setting permits it.If you want to adjust who can edit or manage these versions, review the general configuration settings and the assigned security roles within the portal. For more information about security roles see the following documentation:
Standard Security Roles, Security Role: Coordinator admin (Filtered), Standard Security Roles - Corporate, Standard Security Roles - System Admin, Standard Security Roles - HR/Recruitment
This document describes the steps to view and manage versions of Client Goals, Treatment Plans, and Assessments, helping you maintain a clear record of all updates. Effective version management plays a key role in ensuring continuity, accountability, and high-quality care.
For more information or assistance with version issues, contact the CareVision support team.
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