Set Up Service Agreement Form for Contractors
This document describes the main sections of the Contractor Service Agreement. This also provides instructions for configuring the required settings in the CareVision portal to ensure your agreements are complete and accurately reflect your organisation’s requirements.
Keywords: service agreement for contractors, contractor care services, care domain configuration, contractor agreement setup, contractor responsibilities, care service terms, contractor profile setup
I. Overview of the Contractor Service Agreement
II. Required Configuration
A. Company logo and contact information
Make sure your company logo and phone number are set up correctly, as these details will appear in the service agreements. For detailed instructions, refer to this documentation: Organisation Details, Time zone, and Logo.
B. Contractor details
Specify the full name of the contractor.
Ensure minimum contractor Qualifications and Skills are set up. For detailed instructions, refer to this documentation: Contractor Profile Setup.
C. Client details
Make sure the following client information is complete:
Full name
Address
Specify allergies (see this documentation for detailed instructions)
Diagnosis (detailed instructions below)
Specify client’s living arrangements. For detailed instructions, refer to this documentation: Set Up the Client Groups Section in the Client Profile.
Specify the Contact Alerts field within the client’s Detailed Profile section. Use this field to record important reminders or instructions, such as "client needs a walker," "does not reach the phone or door," or "ring the doorbell until someone answers," to ensure all staff are aware of the client’s specific needs.
D. Service details
Verify information from the client quote and ensure accuracy, as these details will be reflected in the service agreement. After the quote is accepted, the care plan for recurring services or ad-hoc bookings are created automatically from the details in the accepted quote. The care plan reflects the services, rates, and assignments specified in the quote.
Check the following:
Service Type
Service Description
Start Date (for recurring or ad hoc bookings)
End Date (specify for ad hoc, leave blank for recurring)
Maximum KM Approval (for services with manual line items for kilometers)
Frequency of Service (once-off, daily, weekly etc)
Occurrence (specific day)
Times of Service
Duration (hours)
E. Communications and personal aids
This section provides instructions for creating a form, setting up the relevant care domain, and ensuring the form is linked to the care domain.
1. Set Up Form Formats
In the left navigation pane, click Settings.
Click Form Formats.
Click Create New Form Format.
Set the Name of Form field to Communications and Personal Aids.
In the Form Structure section, click the plus (+) sign.
Click Create New to add a new form property. For example, add the following properties:
a. Property 1:
Set the Name field to Consumer uses the following communication and personal aids:
Set the Data Type field to Multiselect.
Under Multiselect Options, enter the following Pick List Options: Speech Deficit, Sight Deficit, Glasses, Hearing Deficit, Comprehension, Walker, Walking Stick, Wheelchair, Hearing Aids, Other
Specify values for other fields based on your business requirements. Then, click Add To List.
b. Property 2:
Click Create New.
Set the Name field to Bathroom alerts:
Set the Data Type field to Multiselect.
Under Multiselect Options, enter the following Pick List Options: Shower Recess, Shower stool/chair, Shower over the bath, Bath board, Grab rails, Other
Specify values for other fields based on your business requirements. Then, click Add To List.
In the Form Structure section, add the following properties:
Consumer uses the following communication and personal aids
Bathroom alerts:
Click Save.
View the newly created form in the Active Form Formats list.
2. Link the Form to a Care Domain: Communications and Personal Aids
In the left navigation pane, click Settings.
Click Care Domains.
Click +Create Care Domain.
Set the Name field to Communications and Personal Aids, as this is the care domain you want to create.
Set the Frequency of Review field to your preferred value (Example: Daily, Weekly, Yearly).
Scroll down to the Linked Form Formats section. Then, select the form you created earlier, Communications and Personal Aids.
Click Save, to save your changes.
The care domain you created now appears in the list of care domains, which means it is active and can be used in goals, treatment plans and assessments section.
3. Link the Form to a Care Domain: Diagnosis
In the left navigation pane, click Settings.
Click Care Domains.
Click +Create Care Domain.
Set the Name field to Diagnosis.
Set the Frequency of Review field to your preferred value (Example: Daily, Weekly, Yearly).
Click Save, to save your changes.
The care domain you created now appears in the list of care domains, which means it is active and can be used in goals, treatment plans and assessments section.
4. Add the Form in the Client Profile
In the left navigation pane, click People.
Click Clients.
Select the desired client from the list.
Click Goals, Treatment Plans and Assessments.
When you create a new entry in any of the Goals, Condition & Treatment Plans, or Assessment sections, the Care Domain field will appear, and you may need to set a value.
Set the Care Domain field to Communications and Personal Aids. This links the relevant form to the client’s profile for targeted documentation.
Scroll down to view the Communications and Personal Aids form now available in the client’s profile.
Click the pen icon to edit the form based on the client’s needs.
When you are done editing the form, click the check mark to save your changes.
Fill in the remaining required fields and click Save.
The care domain with linked form will appear in the corresponding Goals, Condition & Treatment Plans, or Assessment sections within the client profile.
5. Record Client Diagnosis
Go to the Goals, Treatment Plans and Assessments section in the client’s profile.
When you create a new entry in any of the Goals, Condition & Treatment Plans, or Assessment sections, the Care Domain field will appear, and you may need to set a value.
Set the Care Domain field to Diagnosis to record any client diagnosis.
Fill in the remaining required fields and click Save.
You have just recorded the client’s diagnosis, and it now appears in the list.
When the service agreement is generated, it should capture all the data you provided, including client information, care plan details, contractor details, and organisation details.
This document describes the main sections of the Contractor Service Agreement and provides instructions for configuring the required settings in the CareVision portal to ensure your agreements are complete and accurately reflect your organisation’s requirements.
We recommend completing these configurations to ensure all corresponding sections in the agreement are properly filled out.
For more information about contractor workflows, see the Contractor Add-On module or contact the CareVision support team.
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