Skip to main content
Client goals link to service categories in Visualcare, allowing you to track progress against budgets and service delivery. When a timesheet linked to a client goal is confirmed, the progress bar under Budget vs Actual updates automatically.

​
Viewing goals

Open the client profile and navigate to the Goals tab. Client goals tab showing budget vs actual progress Each goal shows:
  • The linked service category
  • Budget versus actual progress (the blue bar indicates confirmed time against the goal)
  • A Goal Achieved slider that you update manually by double-clicking the record and moving the slider

​
Adding a new goal

Click the New Goal icon to create a goal. New goal button

​
Editing a goal

Enter the goal details and click Save. You edit goals at any time by opening the record. Goal edit form

​
Running into issues?

See Client management troubleshooting for common errors and fixes.

NDIS tab and statements

Generate NDIS reports that reference goal progress

Creating a client profile

Set up the client profile that holds goals