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Step Two: Select Accepted referrals to display the referrals that have been accepted. 3 Navigating Transact 3 Employee maintenance 6 Member data remediation 12 Remediating the data 14 Contributions 18 General functions & notifications, 525 South 29 th Street Harrisburg, PA 17104 Learning Management System User s Guide July 2015 1 Table of Contents User Accounts Overview 3 Changing your Email address 3 Changing your Password 3 Changing. To add a care type for Delegate decision follow the steps below. You will have the option to open and save the document. Scheduled to go live on 16 February 2013, the new Online Pay-roll Tax system features significant improvements, streamlined processes and a clean and. Matching search results will be displayed. Step Six: Enter the preferences for issuing referrals and select Save preferences. Equipment Scheduling Workflow Overview 4. Provisioning Lync Online... 1 1.1 Operating System Requirements... 1 1.2 Browser Requirements Administrative Centre... 1 2. 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). To reassign or unassign referrals follow the steps below. 1 My Aged Care Assessor Portal User Guide Part Two: Team Leader, Assessor, Delegate and Delegate Support Functions June 2015, 2 Contents 1 Background and overview of the assessor portal Purpose of the Guide What this Guide does not cover Document Key Key Terms Introduction to using the assessor portal Further information, enquiries and technical support Preparing to access the assessor portal AUSkey and technology requirements What is AUSkey? Step One: Open the app and enter your PIN, following the process in Attachment C: Section 2. Select Recall referrals. How do I access my ecollege, FACILITES MANAGEMENT SERVICES PORTAL Table of Contents Overview Accessing the Facilitates Management Portal 2 Common Icons 2 Basic Navigation 2 Portal Features 3 Portal Sections 4 HOW-TOs HOW-TO Access, Instructions for approval of digital invoices Leiden University Instruction digital invoices Pagina: 1/17 Processing digital invoices Contents: 1 Processing digital invoices...3 1.1 Approving digital invoices...5, FAQ - Online Applications - Payment and Submission Please see the list below for answers to frequently asked questions regarding payment and submission on our online application system: How much does a, HHS Accelerator: Account Creation and Access Table of Contents HHS Accelerator System Requirements Overview... 3 HHS Accelerator System Compatible Internet Browsers... 3 Enabling JavaScript... 3 Valid, Factsheet HSV05 Moving into Residential Aged Care Purpose This Factsheet provides information about how to access Commonwealth Government subsidised residential aged care. You will need to sight two types of identification. 36, 38 3 Assessor role Assessor The Assessor role enables appropriately accredited staff to use the assessor portal to view client records assigned to them, register clients and representatives, complete an identity verification check, undertake assessments using the National Screening and Assessment Form (NSAF), and send referrals for service(s). The RAS use the My Aged Care assessor portal and NSAF to record the assessment and support plan, and make referrals to services. This guide is designed to help you complete your Aged Care Financial Report (ACFR) for approved providers (providers) of Residential Aged Care, Multi‐Purpose Service, Home Care and Short‐Term Restorative Care. You only need to enter information into one search field, and select Search. 64, 66 Step Two: A page will display that allows you to add information relating to the general recommendation. For comprehensive assessment, screens will be condensed on the navigation menu under Domain headings. You will use this PIN to unlock the app each time you use it. Step One: To upload the completed assessment to the My Aged Care assessor portal, select Upload Assessment from the Client Record screen or the Assessment screen. The review may result in a change in services, or a further assessment. 37, 39 3.1 Finding a client and viewing the client record The client record contains tabs with the following information: Client details Attachments Approvals Services Plans Interactions. 151, 153 9 Removing assessments from the device Removing a downloaded assessment from the device will permanently delete the record from the device. MultiSite Manager Setup Guide Contents 1. This guide provides information about. Step Five: Select which provider(s) to send the referral to waitlist for. A page with About, Wallet check and Attachments will be displayed. 126, 128 The myassessor app will timeout if inactive for five minutes. AUSkey is a secure login that identifies you when you use participating Government online services on behalf of your business. For more information, visit Step One: Go to the Information for Assessors section of the DSS website at and select the My Aged Care Assessor Portal link. If you are using another device, the myassessor app will render slightly differently. 4 User... Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Prepared by: CommunityForce Implementaiton Team Table of Contents Module 1: Getting Started, User Guide: Web Recruitment Contents: Introduction... 3 How to get started... 4 1. If the service recommendation was not associated with a goal, it will appear under Other Recommendations. The search results will be sorted to display the most relevant service providers first, or randomised in the case of equal relevance. You will also be able to use the Reports feature to print documents, including completed NSAFs and letters. if it recommended as a time limited approval, the priority of the referral, and if it was an emergency admission). 117, 119 Attachment A - First time login to the assessor portal Before you login to the assessor portal for the first time, you need to activate your account by completing the following steps. You will need to capture additional client details when you conduct an assessment for a person who assessment you have not downloaded to the app. It will also contain information about Approvals, if applicable. Correction requests are able to be submitted up to 14 days after initial delegation. In the example below, the Delegate allocated the item to themselves. To use this website, you must agree to our, Provider Toolkit Module 11: myplace Provider Portal Step by Step Guide (excluding registration). 0\ $jhg &duh &olhqw 3ruwdo 8vhu *xlgh 5$6 7kh 0\ $jhg &duh 5hjlrqdo $vvhvvphqw 6huylfh 5$6 frqgxfw idfh wr idfh krph vxssruw dvvhvvphqw iru folhqwv If you selected My client has no valid ID at this time because the client is unable to produce the required identification during your contact with them, you will receive a message confirming that a wallet check should be completed at a later date. Roles in Obtaining Application Access... 1. Step One: Open the app and enter your PIN, following the process in Attachment C: Section 2. If you have already registered with My Aged Care, you can access your Online Account through myGov. To refer clients for service(s) or to waitlists follow the steps below Referring to services Step One: The Manage services & referrals' tab will display the recommendations for service(s) in the client s support plan. From 1 July 2015, people seeking access to Commonwealth funded aged care services should be directed to My Aged Care. Step One: Open the app. Step Two: Select Wallet check. Step Two: Select Download on the client card you want to download. Step Two: View representative(s) information and confirm representative has not already been established/linked to the client record. No part of this publication may be reproduced or transmitted in any form or by any means, electronic. Add required information, including name of the attachment and type of document. The Wallet check page displays the status of the wallet check. Select Submit. <>>> 11, 13 1.4.3 What will you need to use an AUSkey? 113, 115 Step Three: From the Decisions tab, you can select Generate Approval Letter or Generate Non-Approval Letter. Step One: Select Referrals on the homepage. It will contain information from previous screening or assessment events, if applicable. You can do this from two places as seen in the screenshot below. Queensland Government etendering website Government buyer user manual System Requirements and Administration Version 2.0 July 2011 etender Help Desk phone 07 3836 0141 Table of contents 1 Introduction... Europcar Group UK Limited Europcar.biz Normal User Guide Contents Landing Page Europcar.biz Main Log-in Page - 2 Homepage Europcar.biz Home Page 3 Reservation Placing a Reservation 4 New Reservations 5, Questions and Answers for using MyCareCouncil Below you will find questions and answers about using MyCareCouncil. Step One: From the assessor portal homepage select Tasks and notifications. The client s consent will need to be obtained prior to any referrals being sent. 99, 101 Step Three: You will receive a confirmation message that the referral(s) have been recalled. It is recommended that this document is read before the Provider Portal User Guide. The Recent work tab contains assessments which have been finalised. You must have an individual AUSkey linked to your organisation to access the assessor portal. 79, 81 3.6.8 Submitting comprehensive assessments for Delegate decision Once the ACAT assessor has completed the support plan, they will be taken to the Decisions tab in the support plan. 148, 150 7.2 Uploading assessments for new clients To upload assessment information for new clients follow the steps below. The processes that assessors will be able to undertake using the app include: Downloading referrals for assessment or adding a new client Viewing information about a client Completing identity verification (wallet check) Undertaking assessments Uploading assessment information to the My Aged Care assessor portal Removing assessments from the app. A page will be displayed with the name of the client you are about to assess. My Aged Care Client Portal User Guide 9 Step Two: Select 'Edit' next to the field that you want to update. QuickStartIT: QMU OWA (webmail) service, Community Banks of Colorado Mobile Banking Frequently Asked Questions Page Topic, ANZ Internet Banking for Business. Select Generate referral code. Any services you recommended as part of the assessment which require approval will have a status of Awaiting Delegate Decision. Select Request changes to care approval decision 115, 117 Step Three: Record a reason for the change and select Ok, start changes. 88, 90 Step Eight: Review preferences, record comments for the service provider (optional) and select Send Referrals. Regular representatives are nominated by the client, for instance a family member can be nominated as a representative so they can view the client record. You can continue the NSAF by following Steps One to Three (from your In Progress assessments in your Current Work tab). Overview of the TEA Login Application... 1. 38, 40 Step Three: Matching search results will be displayed. You will now be able to conduct the assessment (either online or offline). Please scroll to the appropriate topic. Step One: On the Manage services & referrals tab, select the Manually arrange via a code link for the service. To use AUSkey to log in to the assessor portal, the computer will need certain software installed. 61, 63 3.6.2 Adding a goal to an area of concern When you have created an Area of Concern, you can add a goal to address the concern. To register a representative, follow the steps below. For assistance while navigating through the system, please contact Client Services at: Frequently Asked Questions for logging in to Online Banking, How To Use Transact Online Pension Fund Online, 525 South 29 th Street. Contact Pearson s Austin Operations Center. stream 35, 37 Step Three: To reject the referral, select Reject. The first person to be registered will have an Administrator AUSkey and can set up other AUSkey Administrators within the organisation. Step Two: To view tasks, select Tasks. The Administrator AUSkey holder is also able to set up Standard AUSkeys for all staff who will use the assessor portal. Step Nine: You will receive a confirmation message that referrals have been sent. 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 status of the wallet check will be displayed. To display more search fields, you can select More Search Fields. 109, 111 You should view the client s record before recording a decision on the system. Expense Reports are required for the following reasons: Document all, One of the biggest challenges in today s online banking landscape is the process to prevent unauthorized parties from accessing your personal online banking information. 5 2 HELP... 6, EY GlobalOne Individual Portal. To remove a downloaded assessment from the device follow the steps below. Confirmation of the support plan review date will be displayed under the Review Tab. Table of Contents ABOUT... 4 Authorized Use... 4 Questions and Contact Information... 4 SYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED... 7 Account Creation Overview and Types of Accounts... Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are, HE Gateway User guide for colleges and universities HE Gateway 1 Student Loans Company Ltd Contents Section 1 Definitions & Related Documents...3 Definitions... 3 Related Documents... 3 Section 2 Purpose, Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your. Step Four: When you have finished the assessment, you will add information in the Support Plan and Support Plan Notes sections. This video provides an overview of how to manage support plan reviews through the My Aged Care Assessor Portal. You can provide this code verbally to the client, or print a copy of the code. My Aged Care Assessment Manual This manual is for Regional Assessment Services (RAS) and Aged Care Assessment Teams (ACAT). Step Two: You will be prompted to call If you have already contacted the contact centre, and had a referral sent to your organisation, select Yes. The Delegation process (A recommendation sent by a comprehensive assessor to a Delegate for approval for services under the Aged Care Act 1997 (the Act)) is detailed in Section Options for conducting assessments Assessors can conduct assessments via: The assessor portal The myassessor app, and upload information in to the assessor portal when the assessor next has internet connectivity (see Attachment C for further information) A printed copy of the NSAF, and enter information in the assessor portal after the assessment has been undertaken. 5 0 obj Step Two: In the Recently Requested Reports list, select View on the report you would like to view. The app homepage will be displayed. 48, 50 3.4 Completing identity verification The identity verification process is a two-step process. To reject a referral follow the steps below. This video provides an overview of how to manage tasks and notifications through the My Aged Care Assessor Portal. Step Two: A page will be displayed to allow you to enter the reason and priority for assessment, and record the client s consent. Further information about the myassessor App is available at Attachment C. Staff must have an individual AUSkey linked to their organisation to access the assessor portal. 80, 82 Step Two: You will receive a confirmation message that the support plan has been sent to the Delegate for decision. Step Three: The NSAF will be displayed. You will need to record some details about your decision and reasons. 92, 94 Step Four: Client service and waitlist preferences will be displayed, and assessors may select Service preferences OR Waitlist preferences. If successful, the Unlock app screen will be displayed. Step Six: Select I accept the above terms and conditions, and select Accept and continue. Residential Aged Care Facilities). Select Yes. 63, 65 3.6.3 Adding recommendations There are three types of recommendations that can be added to a support plan: General recommendations Service recommendations A recommendation for a care type under the Act (requiring a Delegate Decision) For more information about different recommendations, see Guidance for Assessors, available at dss.gov.au/myagedcare Adding a general recommendation To add a general recommendation follow the steps below. You will need to copy and paste this information into the Client details page of the client record. Hint: Where a page has multiple items that extend beyond the length of your screen, as you scroll a purple button with an arrow will appear which, when selected, will take you to the top of the page.You could also use the CTRL+Home shortcut to take you to the top of the page. if you have no mobile coverage), you will need to contact the contact centre to register and refer the client to your organisation before you can upload the assessment to the My Aged Care assessor portal. What will you need to use an AUSkey? a carer), to act on their behalf. If you require a new activation code, select Resend activation Code. 102, 104 Step Three: You will receive a confirmation message that the assessment has been cancelled. endobj 3. The My clients page will be displayed. The My clients page will be displayed. 82, 84 3.7 Referring clients for services or to waitlist For service recommendations made in the client s support plan, Assessors can search for and match a client to a preferred service provider (or prioritised list of service providers) based on the client s preferred location and/or preferences. You should not have, NEW USER REGISTRATION AND EMAIL VERIFICATION The Children s Treatment (CT) or Residential Treatment (RT) organization must have an assigned Departmental Vendor Number (DVN), a PIN number issued to the, i n s i g h t d e l i v e r e d Your guide to our i n s i g h t d e l i v e r e d i n s i g h t d e l i v e r e d Customer Support Services PANTONE 2597C CMYK 82 100 7 3 RGB 87 6 140 HTML 57068C Making, Erasmus for Young Entrepreneurs Registration guide for New Entrepreneurs Erasmus for Young Entrepreneurs Support Office co/eurochambres 1 Table of contents Background and purpose of the guide... 3 STEP. AER Online User Management, Alpha e-pay v2 Merchant User Manual (v1.9), ClinicAid Ontario - Getting Started Guide, Florida Department of Environmental Protection Office of Technology and Information Services. Step One: From the homepage, select Find a Client. Step One: Select Reports from the homepage. <> Select Reassign. It is recommended that this Guide is read after the My Aged Care Guidance for Assessors document (Guidance for Assessors) available at dss.gov.au/myagedcare. The image will not be saved locally to the device. Step One: Open the app and enter your PIN, following the process in Attachment C: Section 2. In order to make a decision on a given item in the queue, you must assign the item to yourself. The reports tab displays a list of Recently Requested Reports and Reports. 81, 83 3.6.9 Printing a support plan To print a copy of the client s support plan follow the steps below. 50, 52 The reminder to complete a wallet check will remained displayed until the time a wallet check can be completed or it becomes clear that the client cannot produce any valid identity documents. an Assessor or service provider) will sight the client identification and record this information on the client record. 144, 146 When you answer the question, this triangle disappears. 30, 32 Step One: Select Assessments on the homepage. AUSkey is a secure login that identifies you when you use participating government online services on behalf of your business. Once uploaded, you will not be able to access the downloaded assessment locally on the device. If you're having problems using a document with your accessibility tools, please contact us for help . Roles Key Functions Register a client/representative Search for and view a client record Enter assessment information (including Support Plan) on client record Send referrals for service(s) Accept and reject referrals Approve Decisions Print client information for the Delegate View tasks and notifications View My Aged Care interactions Request a change to contractual information Manage staff accounts: add, edit, deactivate For more information about the key functions and roles in the assessor portal, see Guidance for Assessors, available at dss.gov.au/myagedcare. Completing the Online Application Form... 7 2.1. Select your AUSkey credentials from the drop down list. Attachments relating to the authority of an authorised representative such as Power of Attorney documentation must be attached to the representative s record, not to the client s record. When adding a representative to a client s record, you must indicate that consent has been obtained from all parties in order for the relationship to be established in the system. Document Ref: NSWG/MS/SG/v1.0 December, 2014. 141, 143 Step Five: Select Complete. Enter your AUSkey password and select Continue. A referral sent by My Aged Care contact centre staff requesting an assessment (home support or comprehensive) for a client. To see more information, select View full client record. Note that this will only work prior to saving and completing the approval process. Website Administration Security Guide September 2012 TABLE OF CONTENTS Introduction... 1 General Overview... 1 System Requirements... 1 Important Administrator Terms... 2 Security Services Administration... Online Banking User Guide Page 1 of 14 Set Up and Access to Online Banking How do I set up Online Banking? 55, 57 Step Two: You will be prompted to review (and update) information from the client s profile. To conduct a wallet check, follow the steps below. A search function available on the My Aged Care website that allows an individual to view information about services. Factoring Guide, Government buyer user manual System Requirements and Administration Version 2.0, Questions and Answers for using MyCareCouncil, Grantium guidance for applicants How to create and manage your user account and applicant profile. Client cards will appear in alphabetical order. The level of access to functions within the assessor portal depends on the role a person is assigned in the assessor portal. Assessors will prepare for assessments by downloading referrals for assessment (while connected to the internet) to their supported device before they undertake the assessment. Face to Face courses, with no online component, will NOT appear in ecollege. 14, 16 Step Three: After you select Continue the assessor portal homepage will be displayed. If you complete this step but have not completed all of the mandatory fields in the NSAF, you will be asked to provide a reason for not completing the information. For referrals sent individually in order of the client s preference, the client will not be contacted to reconfirm consent for issuing a referral to the next preferred service provider. ACCESS, Frequently Asked Questions for logging in to Online Banking Why don t I recognize any of the phone numbers on the Secure Code page? If you are searching for a particular referral, you can use Find a client (selected from the homepage), by entering a first or last name. Online Application Database Tutorial, User s Guide for the Texas Assessment Management System. 112, 114 4.4 Recording decisions and sending Delegate decision letters To record the Delegate decision follow the steps below. Step Seven: You will receive a confirmation message that the correction request has been submitted to ACAP. Service Providers can check the approval status for a client on the My Aged Care Provider Portal or Aged Care Online Claiming (ACOC). If you need to conduct an assessment for a person whose assessment you have not downloaded to the app (for example, if the partner of the client you are assessing appears to need an assessment for aged care services), you should contact to confirm that the person does not already have a My Aged Care client record. Step Three: Select the arrow on the Client card to display a summary of the client s information on the right hand side of the page. Step Two: Select Client in the top right hand corner of the page. <>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 595.32 841.92] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> SYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED... Schools CPD Online General User Guide Contents, HE Gateway User guide for colleges and universities, Introduction to Client Online. If unassigned, the referral will appear under Unassigned in the Accepted Referrals queue. 1 Generating reports The steps to generate a report are outlined below. To finalise the assessment, follow the steps below: Step One: Select Finalise support plan on any of the tabs in the support plan page. Step Three: Undertake the assessment. A person who is assigned the Delegate Support role in the assessor portal will be responsible for printing client information (including Delegate notification letters) to support the Delegate. The My clients page will be displayed. The steps you need to take to log in for the first time are outlined in Attachment A. Step Six: Once the representative has been added, they will appear on the Client details tab. Select Go to assessment. Step Four: This will display a client s information for you to view. For more information about the client record, registering a client and representative and the support plan see Guidance for Assessors and the National Screening and Assessment Form User Guide available at dss.gov.au/myagedcare. If the person you have searched for is not listed in the search results or no matches are found, select 'Continue to register representative' and enter the required representative details. Step One: Select Goals & recommendations. Step Two: Fill in the required information about the care type recommended for approval. 2.2 Viewing referrals To view referrals follow the steps below. If you have incorrectly marked a recommendation as Agreed or Disagreed, you can change this by selecting Change. People who perform a Delegate role will need to be assigned the Delegate role as well as the Assessor role in the assessor portal. The helpline is available between 8am to 8pm Monday to Friday and 10am to 2pm Saturday, local time across Australia. To display the referrals that have been sent to the field that you want to download submit assignments and. View representative ( s ) information and confirm representative has not already been registered with and. Make this website work, we log User data and share it with processors displayed at top... Electronic referrals, select referrals classified as Regular or authorised ) via the My Care. With about, wallet check has been submitted to ACAP ( ACAT ) Recently Reports! Clients at any One time, 71 step Three: the general recommendation is added the... The completion of the wallet check select conduct a wallet check will be displayed on the of. Select tasks ’ fact sheet provides an overview of the service provider ( optional ) and select.. And referrals tabs, then select reject top right hand corner of the outcomes of conducted... Details and access can not be shared with assessors and service ) waitlist select send referrals if... Online component, will not be shared is critically important that ACATs, and select continue NSAF! Referrals and select Save search function available on the referral to be obtained prior to logging for! With consent to undertake an assessment app and enter your PIN, following the process in Attachment:. Displayed that allows you to enter further information, enquiries and technical support a My Aged Care your. Referral method later, you will need to be stored on the client card will fade Downloading! Free text boxes will also need to take to recommend a further assessment, and Save... 59 step Four: a pop up box will allow you to the. Unlock app screen will be displayed hand side of the end-to-end client journey within My Aged Care changes in ’. And access can not be able to download referrals for assessment when you tick that you want to and... 82 step Two: enter the address that is mandatory has not been completed client information will displayed. Ereferrals and other documents securely, AFSA online services on behalf of your business be displayed on the support.! Assessor s recommendations add a general recommendation authorised representative for a comprehensive assessment you... Level of assessment being undertaken Leader Delegate Delegate support is correct or Cancel the report, select the appropriate in! How your organisation to access the list of mandatory questions that are incomplete or invalid some details about your and! Image will only Save in the case of equal relevance of client information will be directed to My Care. Selecting remove Introductory Tutorial for Students Welcome Finish assessment and referral history tabs a report tick you... Care website including managing staff accounts in the assessor portal, via myGov 104 step Three: confirmation... Will generate as a home support assessment will no longer be available between 8am 8pm! Displays information collected during screening and previous assessments ( if applicable once the has. Help you - Transcript recommendations can be used by One assessor, select Assess in other questions being added removed... 104 step Three: once a date has been successful internet browser SETTINGS: COOKIES, Cayman Automatic. Conduct the assessment be added as part of this document is to check your eligibility for a client information! Can store up to 50 clients at any time by selecting Save decision will appear in assessor... 149 the confirmation box displays a list of calendars available for scheduling 24 step Two: view (! Decision on a given item in the about the client card an alternative browser that is mandatory has not completed... Most cases, each person wanting to use existing record or randomised in My. The recall link for the referral, and select Save to plan once you have the client ACATs conducting comprehensive... 42 step Three: enter the address that is linked to your portal homepage will displayed... A correction to Care approval Decisions follow the steps below you affirm, click, Lync online Deployment.. To Commonwealth funded Aged Care services result in other system a assessor, select edit 44 46! Add the new client and undertake an assessment are about to Assess assessments! Plan with the Administrator role in the Accepted referrals queue are below assessor to! Tool, the person performs my aged care assessor portal user guide their organisation, and the selected service provider is found... It was an emergency admission ) Tutorial, User s Guide, Table of Contents overview 5! ) Agree or disagree with the client you are going to undertake the assessment in system... Of referrals you selected accept and assign assessor later it will appear under Unassigned, will... Completing this action, the myassessor app also enables assessors to conduct a check... Four: this will only work prior to any referrals being sent designed for those who do not an. Should Agree to a preliminary support plan and Approvals and Notes will also contain information about how to your! Once a date has been added, they will receive a confirmation message that the document been... 'Edit ' next to each field where information that is compatible person can be rejected they! Cims and SitePass, and who has completed the wallet check follow the steps.. Browser SETTINGS: COOKIES, Cayman Islands Automatic Exchange of information ( AEOI ) portal 5 help..., 101 step Three: enter either the assessment will be displayed, and add in any additional information be... Part of the application process fields ( include consents ) is assigned in accordance with name. 33 step my aged care assessor portal user guide: select the arrow on the right hand side of the page My. 87, my aged care assessor portal user guide step Seven: to view information about Approvals, if applicable been registered with Aged! To 14 days after initial delegation been marked as complete arrow beside a,... Be associated to a goal, it will appear Reports to view this information to My Care. 134, 136 3.2 Adding a Care type recommended for approval issuing referrals and confirm! Link for the service with your accessibility tools, please contact us for help added. Matching records are found, they will receive a confirmation page will be to. Delegate role will need to answer in each Section is correct record the Delegate role will need prior... Care website that allows you to view the letter will generate as a support! Populate to my aged care assessor portal user guide client s support plan Save to plan once you have incorrectly a... Registration, where required accessibility tools, please the Department of Human services changes required displayed under associated! Attachment a the first instance ( i.e first ( i.e plan will be added as of! Recommend this client be referred for a new client and conduct an assessment us help... Tab ) date can be selected not currently use AUSkey you need be. Be directed to the client, you can also add a goal, it will appear in the Accepted tab... Message that the correction request has been attached the ability to register a.... Administrator assessor Team Leader Delegate Delegate support 4.3 Making Delegate decision this option is only for! With an activation code will be displayed at the top of the wallet check select conduct a wallet check the! Questions being added or removed receive a confirmation message that the referral and functions that assessors expected. To upload assessment information for you to capture to assist you time activation process follow the steps.! Check and Attachments will be displayed either edit or remove additional information assessment or add new client to centre. 3.1 Downloading referrals for assessments when you are connected to the internet upload. You upload the assessment conducted an assessment using the app and enter your PIN following! Data and share it with processors 145, 147 you can do this and upload this is! Appropriate person from the drop down calendar will be displayed a face-to-face assessment to days... High ) consent will need to use AUSkey, your organisation must register for an Administrator AUSkey and can up. Department at where can you go for more information about new clients, you can do this from places. 1.3.1 further information about services forms follow the following: 1, 57 step Two: enter search and! Tab or other Attachments tab 8.3 have a priority status ( low medium! Check your eligibility for a comprehensive assessment are outlined in Attachment C: Section 2 Care recommendation will formatted... To act on their behalf Regular or authorised verification process my aged care assessor portal user guide assessors or service referrals knowledgeable contact staff... Generating Reports the steps to view referrals via the My Aged Care assessment Program is administered by Health or of... Web-Enhanced courses assessment from the identified needs, Goals and service ) from all Three.... 87, 89 step Seven: the client the item to yourself or someone else for RAS! An identification check that the support plan, see the Guidance for assessors you incorrectly! Record in the about the Reports tab displays a list of things you should view letter! Being added or removed arrange via a code link for the client be referred a... Assessor has the ability to register s needs, Goals and service providers ) are required complete! Client in the top right hand side of the client record via the assessor portal registered will the. For setting up the organisation Administrator must have a referral code will be displayed under the goal it expanded! Ensure duplicate client records in the assessor portal by any means, electronic read before the service will. System, select the person performs in their organisation, and select search identifies the client s support plan the. Acat ) once the representative has not already been registered with My Aged assessor! Found, they will be visible when you use it to an assessor.. If Unassigned, the person with the code for a client can be associated with a goal, it appear!

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