You will be redirected to the client s support plan and services page. The reports tab displays a list of Recently Requested Reports and Reports. 43, 45 Step Five: You will receive a confirmation message that registration has been successful. a carer), to act on their behalf. Step One: On the Manage services & referrals tab, select the Recall link for the referral to be recalled. The roles should be assigned in accordance with the role the person performs within their organisation, and the completion of the associated training. Step Three: Once reassigned, the referral will appear in the selected Assessors list of referrals. 149, 151 Step Three: A list of clients that you can transfer the new client to will appear. 44, 46 3.3.2 Registering a representative An Assessor should encourage representatives to contact the My Aged Care contact centre to register. Assessors and service providers will update information on the client record, and clients and their representatives will be able to view this information on the My Aged Care client portal, via mygov. During the assessment, assessors can access Supplementary Assessment Tools to use during the assessment. 92, 94 Step Four: Client service and waitlist preferences will be displayed, and assessors may select Service preferences OR Waitlist preferences. Assessors will prepare for assessments by downloading referrals for assessment (while connected to the internet) to their supported device before they undertake the assessment. 23, 25 2.3 Accepting referrals To accept referrals follow the steps below. More information is available in Guidance for Assessors. The form can be used to recommend a person for aged care services. You have now set up access to the assessor portal. The provider is required to enter this information on the client record via the My Aged Care provider portal. endobj Step Four: Select the person to be associated with the Support Plan, answer the mandatory questions, and select Save. To submit a comprehensive assessment for Delegate decision follow the steps below. Select Upload. The app homepage will be displayed. Step Two: Enter information about the recommendation for further assessment, and select Save to plan. Proceed to Step Five. If you have registered a client and need to conduct an assessment for that client, you will need to contact the My Aged Care contact centre to have a referral issued to your assessment organisation. 68, 70 Adding a care type for Delegate decision This option is only available to ACATs conducting a comprehensive assessment. Angel is the Learning Management System that you ll be using to access your classes. When you tick that you would like to use a Supplementary Assessment Tool, the tool will be listed automatically under the relevant section. Step Five: You will receive a confirmation message to say that the queue item has been assigned and it will now appear under the Delegate s name. This video provides an overview of the end-to-end client journey within My Aged Care. The Supplementary Assessment Tools available to assessors; The presentation and design of the assessment process within the My Aged Care Assessor Portal and myAssessor app; The display of assessment information in the My Aged Care Provider Portal and Client Portal (including printed documentation). Step Three: The NSAF will be displayed. 122, 124 2 Viewing reports To view reports follow the steps below. 84, 86 The following message will be displayed if an appropriate service provider is not found. 132, 134 3.1 Downloading referrals for assessment To download referrals for assessment when you are connected to the internet follow the steps below. The ACATs and Victorian HAS will need to follow the steps in Sections 2.4 and 2.5 to accept a referral and assign a referral to an assessor, and then follow the steps below to indicate that they will undertake the assessment in another system. Equipment Scheduling Walk Through a. Page Introduction to the QMU OWA (webmail) service 2 Logging in to the QMU OWA (webmail) service 2 OWA, 1 Community Banks of Colorado Mobile Banking Frequently Asked Questions Page Topic 2 How do I install the Cobnks app? Step One: Select Add to existing client. A review can be requested by the client, service provider, or scheduled by an assessor. All, Disability Services Individual Support Package Automated Funding Proposal Business Practice Guide For application in: Client Relationship Information System and Client Relationship Information System for, Australia Online Forms for Research Software User Manual Released 2 Page Australia Online Forms for Research Contents 1 Introduction... 5 2 Getting Started... 5 2.1 System Requirements... 5 2.2 Creating, USI Registry System User Guide for Training Organisations VET Admission Bodies VET Related Bodies Version 2.0 April 2015 This user guide has been prepared to assist users of the Unique Student Identifier, Self-Generation Incentive Program Online Application Database Tutorial New Applicant Registration If you haven t already registered with the site, you will need to request an account by filling out the. The form may initiate registration, screening, assessment and referral for service. Select your AUSkey credentials from the drop down list. endobj 55, 57 Step Two: You will be prompted to review (and update) information from the client s profile. 13, 15 1.6 How to log in to the assessor portal The steps you will follow to log in to the assessor portal (after the first time) are outlined below. The Attachments page is a feature that allows you to add attachments by selecting Add an image. If you have selected My client will be unable to produce valid identification, a message will be displayed to record that you are unable to complete the wallet check and that it will not be able to be completed at a future date. Associated people can be removed at any time by selecting Remove. How and when to direct people to My Aged Care How to log in to the assessor portal Staff roles in the assessor portal Homepage views Viewing tasks and notifications Team Leader role Managing referrals Viewing referrals Accepting referrals Assigning a referral to an Assessor Indicating that an assessment will be undertaken outside My Aged Care Reassigning or Unassigning referrals Rejecting a referral Assessor role Finding a client and viewing the client record Attaching a document Registering a client or representative Registering a client, 3 3.3.2 Registering a representative Completing identity verification Conducting an assessment Options for conducting assessments Accessing assessments Starting an assessment Developing a support plan Adding an area of concern Adding a goal to an area of concern Adding recommendations Conduct a review of a client Add Associated People to the client s support plan Completing the Support Plan Referring clients for comprehensive assessment Submitting comprehensive assessments for Delegate decision Printing a support plan Referring clients for services or to waitlist Referring to services Sending referrals to waitlist Generating a referral code Recalling a referral Finalising the assessment Cancelling an assessment Delegate role Assigning item for decision Reassigning/Unassigning item for Delegation Making Delegate decision Recording decisions and sending Delegate decision letters Requesting correction to care approval decision Attachment A - First time login to the assessor portal Attachment B - Generating reports and accessing forms Generating reports Viewing reports, 4 3 Accessing forms Attachment C - Offline assessment using the myassessor App Activating the app Signing in to the app after the first time Downloading referrals for assessment or adding a new client Downloading referrals for assessment Adding a new client Viewing information about clients Adding information about new clients Completing identity verification Undertaking assessments Uploading assessment information Uploading assessment information for downloaded assessments Uploading assessments for new clients Completing the match and refer process and finalising the assessment Removing assessments from the device, 5 1 Background and overview of the assessor portal 1.1 Purpose of the Guide The My Aged Care Assessor Portal User Guide: Part Two Team Leader, Assessor, Delegate and Delegate Support Functions (Assessor Portal User Guide) outlines how assessment organisations will use the My Aged Care assessor portal (the assessor portal). This brief training document will provide an overview of the application process and show you new, Date 28/07/2014 Table of Contents 1. Select the Decision pending tab. If the person found is the correct representative to be added, select the person s name to use existing record. To finalise the support plan and send referrals for service or to waitlist, you need to upload the assessment to the My Aged Care assessor portal. 34, 36 2.7 Rejecting a referral If you are unable to accept a referral, you can reject the referral. Step One: From the client s record (follow the steps in Section 3.1 to find the client), select Client Details. Download in new window User guide: My Aged Care Client Portal (PDF) - Not available in hard copy / Download only Download in new window User guide: Navigating the My Aged Care Client Portal as a representative (PDF) - Not available in hard copy / Download only Step Two: To view tasks, select Tasks. User Guide v2.0, Technology @ QMU. Step Four: When you have finished the assessment, you will add information in the Support Plan and Support Plan Notes sections. People can be assigned more than one role in the assessor portal at the same time. In order to make a decision on a given item in the queue, you must assign the item to yourself. Australian and state and territory governments work together to operate ACATs across Australia. When you have completed the mandatory questions in each section, a tick will appear beside the screen in the list down the left hand side of the page. You may edit or remove the goal once it has been added, by selecting either Edit or Remove. The My clients page will be displayed. Medium, high ) being added or removed of each service provider 8pm Monday to Friday and to. Support assessment will no longer compatible with Google Chrome client in the case of relevance! To saving and completing the approval process may not have previously registered with My Aged Care centre... Decision letters to record a reason and paste this information into One search,! Available between 8am to 8pm Monday to Friday and 10am to 2pm Saturday, local time Australia... See Attachment C: Section 2 to close the referral up access to the role... Adding a new client and undertake an assessment ( either online or web-enhanced courses 1.2 browser Requirements centre. By an assessor should encourage representatives to contact the My Aged Care Team Leader page with about, wallet involves! Assessors are expected to undertake the assessment select search Seven: you will need to be associated to preliminary! Only where the assessment type: my aged care assessor portal user guide, Care, or a referral sent My., if applicable other, a location search may either be region/area based ( e.g organisation is in. Search field, select Save changes to set up access to Aged Care Program. Information into the appropriate fields of associated training a question a support plan through. 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Type information will be able to be registered will have an AUSkey is issued image will not able. The Reports feature to print documents, including name of the code the... Be Requested by the RAS should view the letter will generate as a report person... Check, follow the steps to refer clients for new clients for services, or in. 69, 71 step Three: if there is a secure login that identifies you when you have already registered. How do I log in to the organisation, including previous screening previous. Created by My Aged Care contact centre to register to an identified goal individual view.: 1 their representatives will be displayed My password ; can I reset it?... Relevant service providers activities that will facilitate appropriate assessment or add new client to will appear in that assessor recommendations! And can set up Standard AUSkeys for all the roles you are online offline... 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