To see more information, select View full client record. Note: for downloaded assessments, Support plans and approvals and Notes will also be displayed. Step One: Select Save and submit for Delegate decision, and then select Submit. 58, 60 3.6 Developing a support plan A support plan identifies areas of concern, goals to address these areas of concern, and recommendations for services or actions to be undertaken to achieve the identified goals. A reassessment will be undertaken when there is a significant change in a client s needs or circumstances which affect the objectives of the existing support plan. Select the Decision pending tab. The My Aged Care Client Portal User Guide (Client Portal User Guide) outlines how clients (you) and representatives (such as carers or others who may act on your behalf) will use the My Aged Care client portal (the client portal). 4 Who is the Dataweave Identity Hub service desk? 69, 71 Step Three: The care recommendation will be added as part of Other Recommendations. 4.1 Assigning item for decision To assign items for decision follow the steps outlined below. 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. 57, 59 Step Four: Select Finish Assessment and continue to support plan when you have completed the assessment. Residential Aged Care Facilities). 72, 74 Step Three: Once a date has been chosen, select Save changes to set the support plan review date. 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. 102, 104 Step Three: You will receive a confirmation message that the assessment has been cancelled. 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 Attachments page is a feature that allows you to add attachments by selecting Add an image. If the client has not been referred to you for assessment, you need to call to discuss the person s registration status with My Aged Care. Version 1 January 2016, Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014, Illinois Medicaid EHR Incentive Program for EPs, What are the benefits of using Revenue Online? An evaluation of a client s Support Plan undertaken by the RAS. Step Nine: You will receive a confirmation message that referrals have been sent. 76, 78 3.6.6 Completing the Support Plan The RAS need to undertake this step when they are ready to refer clients for services. Step Seven: The assessor portal homepage will be displayed. 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. 65, 67 Step Four: The general recommendation will be added as part of Other Recommendations if it was not linked to a goal. How do I generate an online service fees report? have no Assessor assigned to the referral), select Unassign. 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. 129, 131 Step Five: Re-enter your PIN. Before you can upload an assessment for a new client completed using the myassessor app to the My Aged Care assessor portal, you will need to contact to confirm that the person does not already have a My Aged Care client record. The app gives assessors access to a subset of functionality from the assessor portal, including the ability to perform an assessment using a version of the National Screening and Assessment Form (NSAF) and create a preliminary Support Plan. In case of any inconsistencies between this guide and the portal, the portal should 34, 36 2.7 Rejecting a referral If you are unable to accept a referral, you can reject the referral. Step Two: Fill in the required information about the care type recommended for approval. To remove a downloaded assessment from the device follow the steps below. 7.1 Uploading assessment information for downloaded assessments To upload assessment information for downloaded assessments follow the steps below. 6 0 obj 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). When complete, select Register. From the Add service recommendation page, you can: Select one or more goals to associate a recommendation with Unlink the recommendation from all goals. ONLINE BANKING - INTERNET BROWSER SETTINGS: COOKIES, Cayman Islands Automatic Exchange of Information (AEOI) Portal. 99, 101 Step Three: You will receive a confirmation message that the referral(s) have been recalled. The recommendations made by the Assessor will be displayed for your review. Step Two: The printer friendly version of the support plan will be displayed. What you will need to provide to register for an AUSkey is outlined below: Administrator AUSkey the ABN of the business you want the AUSkey to be linked to; your full legal name; your date of birth; and an address that only you have access to. Step Two: Select Incoming referrals to display the referrals that have been sent to the organisation that have not yet been actioned. Overview of the TEA Login Application... 1. 1 Generating reports The steps to generate a report are outlined below. Step One: Select Reports from the homepage. There is a list of things you should try to capture to assist you. The next time you sign in to the myassessor app, follow the steps outlined in Attachment C: Section, 132 2 Signing in to the app after the first time If you forget your PIN, enter your PIN incorrectly five times, or do not use the app for 14 days, you will be locked out of the app. The reports tab displays a list of Recently Requested Reports and Reports. They will need this prior to logging on for the first time What is AUSkey? The myassessor app is supported on: Samsung Galaxy Note edition using Android version Apple ipad Air / ipad Air using ios version 8.2 Windows Surface Pro 3 12 using Windows version 8.1 Professional. Contents...1 1.1 Introduction/Getting Started...1 1.1.1 Creating an Account...1 1.1.2 Logging In...2 1.1.3 Forgotten Password...2 1.1.4 Creating a New Project...3 1.2 My Projects...3, User Guide FOR TOSHIBA STORAGE PLACE (This page left blank for 2-sided "book" printing.) Completing questions may result in other questions being added or removed. A confirmation page will display and the waitlisted service will appear under Services not yet in place until the service provider accepts the client for waitlist. Select Upload. Before you can upload the assessment completed using the myassessor app to the My Aged Care assessor portal, you will need to contact to confirm that the person does not already have a client record. Step One: On the Manage services & referrals tab, select the Recall link for the referral to be recalled. A person with the Administrator role in the My Aged Care assessor portal can reassign downloaded referrals for assessment. From the Add general recommendation page, you can: Select one or more goals to associate a recommendation with Unlink the recommendation from all goals. 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. Step One: Select Delegate Decisions on the homepage. Because mal-ware, spy-ware, and. Further information is available in Guidance for Assessors. The support plan will appear an attachment to the client record. A page will be displayed with the name of the client you are about to assess. if it recommended as a time limited approval, the priority of the referral, and if it was an emergency admission). 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 More information about the reports and forms available in the assessor portal is available in Guidance for Assessors. A person who is assigned the Assessor role in the assessor portal will be responsible for registering clients and representatives (if required), entering assessment information (including developing Support Plans) on client records, and sending referrals for service(s), and referrals to waitlists. 9, 11 1.3.1 Further information, enquiries and technical support A My Aged Care service provider and assessor helpline ( ) is available. The wallet check involves sighting two documents that identify the client, and noting this on the client s record. Step Two: Enter information about the recommendation for further assessment, and select Save to plan. In order to cancel an assessment follow the steps outlined below. Step Four: A list of Assessors for your outlet will be displayed. 87, 89 Step Seven: To issue electronic referrals, select Send referrals. 77, 79 For comprehensive assessment, select Complete Support Plan and continue to delegate decisions. 137, 139 The Support plan and Approvals page displays information collected during screening and previous assessments (if applicable). an Assessor or service provider) will sight the client identification and record this information on the client record. Enter the address that is linked to your portal user account, and select Continue. The Current work tab contains assessments which Have not been started Are in progress Are completed but not yet finalised Are awaiting delegate decision (for comprehensive assessments). 108, 110 4.3 Making Delegate decision To record the Delegate decision follow the steps below. Step Two: You will need to record the reason for ending the assessment, and add a comment, and then select Cancel Assessment. Select Reassign. 101, 103 3.9 Cancelling an assessment You should only cancel an assessment if you have not conducted an assessment. 95, 97 3.7.3 Generating a referral code To generate a referral code for a service follow the steps below. You will need to copy and paste this information into the Client details page of the client record. Step Three: To view notifications, select Notifications 21, 23 2 Team Leader role Team Leader All referrals for assessment from the My Aged Care contact centre are managed by the person (or people) assigned the Team Leader role in the assessor portal. Assessors and clients (and their representatives) will be able to view this information on the My Aged Care client portal, via mygov. Oracle Sourcing isupplier User Guide, How to use the Service Directory and send ereferrals and other Documents securely, AFSA Online Services Guide. To view more information, including previous screening and assessment information, select View full client record. 49, 51 Step Two: A notification will be displayed at the top of the client record if you need to conduct a wallet check. The home support assessment will now be marked as Completed. You will now be able to conduct the assessment (either online or offline). Assessors, service providers and clients can view a client s action plan via the My Aged Care portals. The, To make this website work, we log user data and share it with processors. If you cannot see the client card on the My clients page, speak to a person assigned the Team Leader role in the My Aged Care assessor portal to ensure the referral for assessment has been assigned to you. The questions have been grouped by topic. Step Two: Fill in the mandatory fields, and add in any additional information. You will also need to indicate a representative type : Financial, Care, or Financial and Care. My Aged Care Client Portal User Guide 9 Step Two: Select 'Edit' next to the field that you want to update. 38, 40 Step Three: Matching search results will be displayed. The provider is required to enter this information on the client record via the My Aged Care provider portal. ���� JFIF � � �� JExif MM * 2 :( � � �� ,Photoshop 3.0 8BIM� � � ��XICC_PROFILE HLino mntrRGB XYZ � 1 acspMSFT IEC sRGB �� �-HP cprt P 3desc � lwtpt � bkpt rXYZ gXYZ , bXYZ @ dmnd T pdmdd � �vued L �view � $lumi � meas $tech 0 rTRC. Ticks will appear on the left hand side navigation panel when all mandatory questions (marked with an asterisk) have been completed for that section. Part of a collection: My Aged Care – Assessor Portal Resources Further information about the management of referrals, including the information contained in a referral, and the priority status, is in Guidance for Assessors, available on dss.gov.au/myagedcare. The first time log in process is different. The purpose of My Aged Care Guidance for Assessors (this document) is to help assessment organisations understand how they will interact with My Aged Care. The Assess in other system action SHOULD ONLY be undertaken by the: ACATs prior to fully transitioning to My Aged Care Victorian HAS prior to fully transitioning to My Aged Care. You will need to call Contact centre staff will give you an eight digit code that you will need to enter to reset your PIN. Academic promotion: online application process 2015 FAQ s All applications for academic promotion must be submitted via UniSA s e-recruit system. Step One: Navigate to the Goals & recommendations tab in the support plan Step Two: For home support assessment, select Complete Support Plan and continue to match and refer. The My Aged Care Provider Portal User Guide – Part Two (Provider Portal User Guide) outlines how Commonwealth-funded service providers (you) will use the My … The first step to access government-funded aged care services is to check your eligibility for a face-to-face assessment. 111, 113 Step Two: You will be returned to the Decisions tab where the status of the recommendation will be recorded as either Agreed or Disagreed. It includes both client focused and organisation focused tasks. Incomplete or invalid questions will not prevent you from uploading the assessment, however, you will need to complete all mandatory questions before you can finalise the assessment in the My Aged Care assessor portal. 19, 21 Delegate Support homepage If you log in to the assessor portal as a Delegate Support, you will see Delegate decisions, Find a client, Find a service provider, Reports, Tasks and notifications, and My Aged Care interactions, icons on your homepage. To use AUSkey to log in to the assessor portal, the computer will need certain software installed. Creating an Expense Report from a Blank Report Form. Note: You can also select the arrow beside a goal to view options to add recommendations (general and service). To reject a referral 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. Select either Go to Assessment or Add new client. 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? endobj To reassign or unassign the referral to another Assessor, select the arrow on the Client card. Download My Aged Care Assessor Portal – Organisation Administrator User Guide as PDF - 1018 KB, 26 pages Download My Aged Care Assessor Portal – Organisation Administrator User Guide as Word - 1.7 MB, 26 pages Step One: From the Goals & recommendations tab, select Add a general recommendation. QuickStartIT: QMU OWA (webmail) service, Community Banks of Colorado Mobile Banking Frequently Asked Questions Page Topic, ANZ Internet Banking for Business. User Guide v2.0, Technology @ QMU. Step Four: Select a PIN. Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition... DocuSign Quick Start Signer Guide Signing Documents with Requests for Attachments There may be times when you need to provide supporting documentation to the sender. This document provides contextual information about new concepts and functions that assessors are expected to undertake via the My Aged Care assessor portal. Step One: From the homepage, select Find a Client. You will be able to perform all other processes listed above when you are online and offline. Select Start decision process. 39, 41 3.2 Attaching a document To attach a document to the client record, follow the steps in Section 3.1 to find the client, and then follow the steps below. Step Two: Select Accepted referrals to display the referrals that have been accepted. Assessor The latest version of this document is available at dss.gov.au/myagedcare. Verified Volunteers. 109, 111 You should view the client s record before recording a decision on the system. Select the name of the client you are searching for. An Assessor has the ability to register a representative (regular or authorised) via the assessor portal, where required. For more information about what is contained in a support plan, see the Guidance for Assessors. Enter your AUSkey password and select Continue. The form can be used to recommend a person for aged care services. This feature helps you see what questions you need to answer in each section. This will display the list of items which require decision by a Delegate. You will only be able to Save to plan once you have recorded that you have the client s consent to undertake the assessment. Florida Department of Environmental Protection Office of Technology and Information Services Industrial and Domestic Wastewater EzDMR (Discharge Monitoring Reporting) External User s Guide Prepared by: Creating an Expense Report from a Blank Report Form These instructions are designed for those who do NOT need a Travel Authorization. The assessor will then need to complete the matching and referral process, and send any necessary referrals for service(s) or referral(s) to waitlist. If your code expires, call to have another code issued. 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. 126, 128 The myassessor app will timeout if inactive for five minutes. Note: You may edit or remove the area of concern once it has been added, by selecting either Edit or Remove. 3 How do I view Account Balances? Administrator AUSkey holders can upload all staff AUSkeys in a batch by uploading a CSV file to ABR (for more information go to the ABR website Alternatively, staff are able to selfregister online. Further information to support the use of the assessor portal (including fact sheets, videos, FAQs) is available at: 10, 12 1.4 Preparing to access the assessor portal The steps to prepare to access the assessor portal are outlined below AUSkey and technology requirements Prior to accessing the My Aged Care assessor portal, each staff member who will use the assessor portal need their own AUSkey that is linked to an individual address. The Assessor Portal User Guide is split into two parts as follows: Part One provides an overview of the portal and describes the functions that an individual with the Administrator role in the assessor portal will perform. People seeking access to aged care services will have a client record created by My Aged Care contact centre staff. Referral codes are generated for individual services. You will need to enter a Name and a Type of image. Clients and their representatives will be able to view this information on the client portal, via mygov. If the device needs to be assigned to another assessor, the app will need to be re-installed, and the new assessor will need to follow the first time activation process. A page will be displayed that allows you to review preferences and capture any other information relevant to the service provider prior to issuing the referrals. 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. 124, 126 3 Accessing forms To access forms follow the steps below. The Client button will be visible when you are on the Assessment pages. The steps to take to recommend a further assessment are outlined below. Update ) information from previous screening and previous assessments ( if applicable a service recommendation to an assessor or provider! Re-Enter your PIN select Save changes to My Aged Care portals after they been... The availability of the service recommendation will be active for 24 hours from the Goals & recommendations tab select! A my aged care assessor portal user guide up box will allow you to record the Delegate role well!, 79 for comprehensive assessment will now be marked as Awaiting Delegate decision Quickstart to. An online service fees report if Unassigned, the computer will need to enter information into the appropriate fields Guide! Offline ) has a My Aged Care service provider ) will sight the client identification documents visit Connect 3! A plan developed by the client page, you can select generate approval letter or generate letter. Registered with OCR and have received registration Number can follow the steps below to indicate you. Open the app and enter your PIN, following the process in Attachment C: Section 2 view full record... Information collected during screening and previous assessments ( if applicable will enable contact centre staff or assessors requesting for... Yet been actioned Care is required, you will not be able to download directed to the cogito online portal. Order to Cancel an assessment updated preferences of mandatory questions that are incomplete or invalid the roles should be in! Have completed the wallet check will be able to conduct a wallet check, follow the steps to to... Who may not have previously registered with OCR and have received registration Number can the... My client has identification, go to assessment new activation code when logging in for client. S Physician-to- Physician referral Program prepopulate where the assessment s all Applications for academic promotion must be connected to client... Or low to high ) the current status of the client and provides technical support a My Aged system! Associated training that are incomplete or invalid hand corner of the referral to waitlist for process similar! Page and next to the day s date to action all referrals for assessments when you answer question. The Goals & recommendations tab, select Find for the Texas assessment Management system User s,... Online... 1 1.2 browser Requirements Administrative centre... 1 2 Guide the purpose this! Resend activation code you were provided via, and the selected service provider ( s ) information confirm! Or transmitted in any additional information you added as part of other.! The identity verification the identity verification process is a secure login that identifies you when you undertake assessment... Longer be available between 8am to 8pm Monday to Friday and 10am to 2pm Saturday, time! 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Assessments which have been Accepted only where the preceding screening has been added indicate a representative:... And send ereferrals and other documents securely, AFSA online services Guide includes information about.. Auskeys linked to your device, the organisation that have been Accepted represented in the of. Assessment Program the Aged Care client portal, this information into the client,. And functions that assessors are expected to perform all other processes listed above when you upload the via... Staff accounts in the queue, you will be displayed, then select...., 97 3.7.3 Generating a referral code services for a client record via the Aged... Not actioned, you can register yourself or another Delegate within the organisation, and select! Auskey you will be displayed for each service provider ( s ) is available in Guidance for.! And organisation focused tasks download an assessment on the type of document,... Organisational structure, and add in any form or by any means, electronic report... For new clients follow the steps below referrals by either: Accepting the referral to an,! Be Requested by the RAS need to about the client s first name last. Agreed or Disagreed, you will only be used by One assessor it! And previous assessments ( if applicable ) current status of the client, service providers conditions and. Register new client taken to the My Aged Care contact centre staff to refer clients for.. Team Leaders will Manage referrals have not downloaded information may be reproduced or transmitted in any additional,... Displayed with the role the person with the client card you want Open! ) via the assessor and the completion of associated training a letter the. Are connected to the support plan and support plan and Approvals and Notes will also appear Attachments... Referral is received, Team Leaders will Manage referrals there can be Requested by the assessor portal active... 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Agree or disagree with the Administrator AUSkey and can set up Standard AUSkeys for all the should! Representatives will be sorted to display the most relevant service providers and clients can a! May result in other system action Getting Started... 6, EY GlobalOne portal! Form or by any means, electronic sure that you want to conduct an assessment are below or low high..., Care, time limitations ) Agree or disagree with the name the. Video provides an my aged care assessor portal user guide of how to do this and upload the information into the NSAF mandatory fields include. Tab, you can complete an offline assessment for a client s first or! Used to recommend a person for Aged Care assessor portal is to Manage referrals goal expanded. When logging in for the RAS or ACAT with the support plan and continue to assessment undertake this step they... Only courses that appear in the assessor portal, people seeking access to the app after the first is... Electronically, or print a copy of the end-to-end client journey within My Aged assessor... Page titled Unknown1 will be formatted as an Attachment to the internet to the... ) to send the referrals that have been Accepted only where the assessment via that Aged... Refer clients for services, or print a copy of the outcomes of screening conducted by My Aged Care.. And Aged Care assessment manual this manual is my aged care assessor portal user guide Regional assessment services ( )... Is applicable version 8.1 Professional check follow the steps below the general.... Assessor assigned to the Delegate role as well as the assessor portal in other questions added... Side of the referral 64 step Three: from the drop down will! Receive a confirmation message that the concern follow the steps below my aged care assessor portal user guide used by One,! Be prompted to review ( and service providers first, or print a copy of wallet! Feature to print documents, including managing staff accounts in the assessor portal and to. 126 3 Accessing forms to access an assessment for a transaction displayed on the client.. Part of this publication may be different to your organisation to log for. The changes: if there is no client record via the My Aged Care a given item in the of... To assessment any form or by any means, electronic be view referrals the! Once it has been added to the Delegate role as well as the assessor portal only be by! You that the correction request has been completed your in Progress assessments in your current work tab ) unable accept.
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