My Aged Care Provider Portal User Guide
Contents
1. First name Maria Last name gt More search fields Search results 2 matching results Maria Thompson RICHMOND VIC 3121 32 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 2 Viewing client information As outlined in the Guidance for Providers document you can only view information about clients that have been referred to your organisation To view Client information follow the steps below Step One Select the clients name on the Client card from the search results shown above in Step Three of Section 3 1 A Referral summary and client record page will be displayed 1800 836 799 Sa iom 2pm Welcome Ebony from HUNTER NEW ENGLAND LOCAL HEALTH DISTRICT Logout BS myagedoare Ad S Department of Social Services aaa a client rige Aged Care Tasks and Ern aimi atnion eer notifications Home Client Beal Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678 First name Last name gt More search fields 1 matching results Samuel Johns J No address details found To view the client record select Client record amp 1800 836799 ie go Welcome Ebony from HUNTER NEW ENGLAND LOCAL HEALTH DISTRICT Logout S myagedcare PAE AE Ie Find a client Home Referral summary and client record Samuel Johns Da noan ry cifled 84 years old 10 Referral summary and2. e g dd mm yyyy Please select v Request report ancel Accessibility Privacy Disclaimer Terms ofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855 54 My Aged Care Provider Portal User Guide Part Two 2 Viewing reports The steps to view reports are outlined below Step One Select Reports from the homepage The Reports and forms page will be displayed B 1800836799 zipem it Welcome Mary fom AYK Naham Services Logat r a myagedcare Provider Portal Welcome Mary Step Two In the Recently Requested Reports list select View beside the report you would like to view Ea as myagedcare ABBE Department of Social Services Service Retrieve a Find a client E g Aaa Baena referrals referral code Home Reports HE ida and forms Reports Requested Date Status BIP ACG SP Workload Management Report 15 June 2015 Reports Name Description BIP ACG SP Workload Management Report Copynght Commonwealth of Australia ABN 36 342 015 855 55 My Aged Care Provider Portal User Guide Part Two Step Three Select the action you want to complete Open Save or Cancel the report om a myagedcare A ie G Department of Social Services Find a client Tasks and notifications Home Reports Iir iii and forms Reports F Requested Date Status BIP ACG SP Workload Management Report 15 June 2015 View R ep
3. My Aged Care Provider Portal User Guide Part Two Team Leader and Staff Member Functions June 2015 www myagedcare gov au My Aged Care Provider Portal User Guide Part Two Contents 1 Background and overview of the My Aged Care provider portal 0000 3 1 1 Purpose of the Guide cccccceccccceeceececeeseeeesseeeesseesesseeeesseueessaeeesseeeeseeees 3 1 1 1 What this Guide does NOt COVES ccccceecccceeceeceeeeeseeesseeeesaeeeesaaeeesaees 3 te TOC CTA CY serre E S E EE NEAN 4 1 3 Key erMS nnnennennennnnnonnnennrnnsnernrnrrrnnrsrrnrrrurrsrrsrrrrrrnrrnrrsnernrrnrrnnrerennernrrennne 5 ke TOU OM e E 8 1 4 1 What the provider portal iS used fOr sessnennennnsnnernenrrnsrrnerrerrrsrrrsrren 8 1 5 Preparing to access the provider PoOrtal ccccccecsececseeeeeeeeseeeeseeeeseneeseees 8 1 5 1 AUSkey and technology requirement cccceecccseeceeseeeeeaeseeeaeeeeeaees 8 1 5 2 What iS AUSKCY cc ccccccccceccseeeeceeeeecee cesses eeeseeeesseesesseeeessaeeesaeeesaaes 8 1 5 3 What will you need to use an AUSkey 1 00 cecccceccccseeeeeeeeeesaeeeesaeeeeeaees 9 1 5 4 Organisation ACCESS requirements cccccssccceeeeecceeeeceeeeecseeeesseeeeneaes 9 1 5 5 Where can you go for more INfOrMatiON ccceccccsseeeeeeeeeeseseesaeeeeeaees 9 1 6 Howto login to the provider Portal ccccccccseceseeeeeeeeeeeeseeeeeeeeeeeeseeeseeeens 10 1
4. Send any correspondence to 17 CHURCH Street RICHMOND VIC 3121 To contact Mana Contact details P Edit Preferred contact method is post 03 9200 9200 home Service information The following information is from the Department of Human Services claims system It may take up to a month to be updated If your client needs have changed please discuss with the Assessor before requesting a reassessment Request reassessment gt Services in place 48 My Aged Care Provider Portal User Guide Part Two A A warning note will remind you to discuss the request with the My Aged Care contact centre or the assessor who conducted the last assessment before submitting the request via the provider portal Step Five After discussing the request with the assessor enter a reason for the request in the free textbox Select Submit request The request will automatically be sent to the appropriate organisation i e to the last person who screened or assessed the client Request reassessment Reassessment reason 49 My Aged Care Provider Portal User Guide Part Two Attachment A First time login to the provider portal Before you log in to the provider portal for the first time you need to activate your account by completing the following steps A You must have an individual AUSkey linked to your organisation to access the provider portal For more information visit httos abr gov au AUSkey
5. Plans You will be able to print assessments and pans from this page 1800 836 799 iiam apn Welcome Ebony from HUNTER NEW ENGLAND LOCAL HEALTH DISTRICT Logout SS myagedcar AM GSEs Find a client Reports geal farsi aa administration sdeinistation Home Plans Samuel Johns oo not 84 years old 10 December 1930 Print plan Assessment information Comprehensive Assessment was completed on 3 June 2015 Client acknowledgement received on 3 March 2015 Comprehensive Assessment status is Awaiting Delegate Decision The review date has not been specified Goals and recommendations At the time of assessment the following goals and recommendations were identified No areas of concern found See all services 34 My Aged Care Provider Portal User Guide Part Two To view client approvals select Approvals E 1800 836 799 tiom ape iit Welcome Ebony from HUNTER NEW ENGLAND LOCAL HEALTH DISTRICT Logout BS myagedcare ARIE cd Department of Secial Services Home Care approvals Samuel Johns Gender not specified 84 years old 10 December 1930 Kel Care elope n Plans Mie S as Pey me y Ue ganisation 4 The client is approved for the following care types under the Aged Care Act 1997 Current care No care approvals are available Approvals last updated Never Accessibility Privacy Disclaimer Terms ofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855
6. Service sub type Recommended start date none John ACER Recommended review date none OSBORNE PARK Recommended end date none Due Date 16 June 2015 Referred 14 June 2015 Referral comments P Home Care Package Level 1 2 To start 14 June 2015 Step Four Confirm that you want to accept the referral by selecting Accept The referral will then appear in the Accepted services pending tab Accept this referral for Maria Thompson 24 My Aged Care Provider Portal User Guide Part Two Team Leader 2 5 Rejecting a referral The steps to reject a referral are outlined below Step One From the homepage select Service referrals o _ ae myagedcare Provider Portal Welcome Mary Step Two Select the Incoming referrals tab and then select the arrow on the Client card K 1800 836 799 O oaan stem t Welcome Mary trom AYK Eastem Services Logout evoe Berra A Find a client Reports My Aged Care Serl pe a gt myagedcare Home Service providers a incomingr referrals Incoming referrals V m aot FM Find a referral a First name gt Show more find options Show referrals for comes cura A Date Received Latest to Oldest v fixer Incoming referrals Maria THOMPSON gt You can view more details of a record by selecting from the left hand list RICHMOND Due Date 21 July 2015 Referred 15 June 2015 Fad Allied Health and
7. eg 1800 836799 zipem n AYK Basten Serdces Logout a myagedcare CIAA Department of Social Services Find a client Reports Bamm Home Service providers Incoming referrals Zar e Waitlist Accepted services pending Services in place Find a referral First name Last name gt Show more find options Show referrals for CMe G EES Date Received Latest to Oldest v Mer Incoming referrals Maria THOMPSON You can view more details of a record by o D selecting from the left hand list Due Date 21 July 2015 Referred 15 June 2015 K Allied Health and Therapy Services To start O Low Alternatively you can view all incoming referrals You can choose to view referrals for service or waitlist or both These referrals can also be sorted by Start Date Latest to Oldest Start Date Oldest to Latest End Date Latest to Oldest End Date Oldest to Latest Client Last Name A to Z Client Last Name Z to A Priority High to Low Priority Low to High Service Type A to Z Service Type Z to A 22 My Aged Care Provider Portal User Guide Part Two Team Leader 2 4 Accepting a referral The steps to accept a referral are outlined below Step One To find a referral from the provider portal homepage select Service referrals oe Department of Social a myagedcare Provider Portal amp Step Two Select the Incoming referrals tab and then select the arro
8. 7 Staff roles in the provider Portal ccccccccccccsseeeeseeeeeeeeeesseseesaeseeseeeeesaees 12 Tefal ROMO WCW S eeraa E E E 13 1 8 Further information enquiries and technical support cceeeeeeeeeeeee ees 15 1 9 Viewing tasks and notifications ccccccccceeeeeeeseeeeeeeeneeeseeeseeeeseeeseeeseeeens 16 2 Team leader role sa cicacececteectGecacsesteeesece ects teeesse eee eee eee 18 2r Managing CTC INAS sen EE 18 2 2 Entering a referral COdC ccccccccccseccceeeeseeeeeeeeeeeeeeeeeeeseeesseeeeseeesseeesseeeeas 19 Zio VIG WING FEICIV AIS sauccnceceatacdoncetsacsenctendoucudsacacaatenaaceutcedancatan acacdaccontetaaceaaetacte 21 2 4 Accepting a Feferral cccccccecccescccececseeseeccececseeceueceseesseesaeeeeueeseeeseeeseeeens 23 29 a 1 2161 1410 arcena a eee 25 2 6 WAG al CCI wipiovatounicialcsniossiecnianalsiainia eine sibisieienpieruosnicialesnuaucelen 27 2 6 1 Accepting a referral to the Waitlist ccccecccsseeeseeeeeeeeeeeeeeseeeeneeeenees 27 2 6 2 Moving a waitlisted referral into Accepted services pending 29 3 lait MGEMDEF 10 C aE EEE EEE 31 3 1 Finding a CHEN 0 ce ceecccececeeeceeeecececeeeceueeeaeescesaueeeueesseesaeeeeueeneeeseesseeens 31 Se WICWING CHEE Wal OMMANlON ceczcs crested coer cccaictacdeaietdad aicedidtesardeetatdideenet dedi cee 33 3 3 Completing identity Verification cccceccccsecceceeeeceeceeseeeesseeeesseeeesaeeesaees 3
9. 836 799 spn ig ait Weicame Susan from AYK Communty Services Inc Logout a myagedcare Provider Portal Welcome Susan My Aged Care interactions opyright Commonwealth of Australia ABN 36 342 015 855 11 My Aged Care Provider Portal User Guide Part Two 1 7 Staff roles in the provider portal People can be allocated a number of roles Administrator Team Leader Staff Member for one or more outlets in the provider portal To view different outlets in the provider portal select the outlet name in the top right hand corner A People can be assigned more than one role in the provider portal at the same time If you are assigned more than one role your portal homepage will display the functions for all the roles you are assigned as seen in Section 1 7 1 The first person from your organisation to log in to the provider portal will be responsible for assigning roles to other staff This will be the person who was nominated on the My Aged Care Organisation Administrator Registration Form This person will have an Administrator role in the portal This person may choose to assign more Administrator roles to other staff to help them to set up their organisation in the portal Administrator roles can be assigned at an organisation level or for sections of the organisation known as outlets in the portal The table below outlines the functions for each role within the provider portal It includes both client focused
10. ID from the following list By ticking each box you are confirming you have sighted the original document Common types of identification i Medicare Card O DOVA Card O Drivers License Health Care Card CI Passport Show more types of identification that can be sighted Date that you performed the wallet check e g dd mm yyyy 15 06 2015 E Home Referral summary and client record Mrs Maria Thompson Female 74 years old 19 April 1941 17 CHURCH Street RICHMOND VIC 3121 Referral summary and client record Client record Referrals for my organisation Need to update personal details Personal information Call the Contact Centre on 1800 836 799 Born 19 Aprii 1941 Australian bom in Australia separated lives alone Communication requirements Prefers to speak English Does not need help to communicate Address details Home address 17 CHURCH Street RICHMOND VIC 3121 Service delivery address p 17 CHURCH Street RICHMOND VIC 3421 Identity documents ID Aged Care ID AC29195328 Identity Status identity check status Not Attempted Wallet check status Send any correspondence to 17 CHURCH Street RICHMOND VIC 3121 A Until client identification documents have been sighted the status of the Wallet Check will remain incomplete on the client record 39 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 4 Adding service information To add information about the
11. Mon Fri Sam 8pm N Q Sat 10am 2pm fn Welcome Tom fom AYK Community Services Inc Logout a gt myagedcare Service Findaclient My Aged Care Tasks and referrals interactions notifications Home Client B Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678 First name Maria Last name gt More search fields Search Search results 2 matching results Maria Thompson D RICHMOND VIC 3121 Step Three Select Conduct a wallet check now Mont nm B ppn ai iian Aaa iii Welcome Tom from AYK Community Services linc Logout BS myagedcare ESENE Sectal Service Home Referral summary and client record Mrs Maria Thompson emale 74 years old 19 April 1941 17 CHURCH Street RICHMOND VIC 3121 Referral summary and client record OTTO Referrals for my organisatio About Maria Need to update personal details Personal information Call the Contact Centre on 1800 836 799 Born 19 April 1941 Australian bom in Australia separated lives alone Prefers to speak English Does not need help to communicate Address details Home address 17 CHURCH Street RICHMOND VIC 3121 Service delivery address 37 My Aged Care Provider Portal User Guide Part Two Step Four Select the appropriate option from the list e My client has identification e My client has no valid identification this time e My client
12. Service type Allied Health and Therapy Services Service start date e g dd mm yyyy How frequently is this service provided Frequency e g 2 fl foaroer2015 jaa Planned review date m yyyy 23 10 2015 Service sub type O Social Work O Speech Pathology C Dietician or Nutritionist M Podiatry Occupational Therapy O Physiotherapy C ATSI Health Worker O Diversional Therapy C Exercise Physiologist C Ongoing Allied Health and Therapy Services O Other O Psychologist O Restorative Care Services This information 43 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 6 Adding notes and observations You can add notes and observations about a client via the provider portal You can choose to use this feature to record notes about a client but this is not mandatory You can also upload attachments including handwritten notes and observations A Assessors and contact centre staff can view any notes or observations you add to the client record The client will not be able to view these notes and observations via the client portal To add notes and observations about a client follow the steps below Step One From the provider portal homepage select Service referrals Alternatively if you know the clients name you can go through Find a client 1800 836 799 Siom 2pm iit Welcome Tom from AYK Community Services inc Logout
13. Therapy Services To start O Low 25 My Aged Care Provider Portal User Guide Part Two Step Three A summary of a client s information will be displayed on the right hand side of the screen To reject the referral select Reject referral Find a referral First name Show more find options Show referrals for Both y Go E Date Received Latest to Oldest v Mew Last name Incoming referrals Maria THOMPSON Maria THOMPSON Aged 74 19 April 1941 Female RICHMOND Due Date 21 July 2015 Referred 15 June 2015 K Allied Health and Therapy Services l To start O Low John ACER OSBORNE PARK Due Date 16 June 2015 Refemed 14 June 2015 Pad Home Care Package Level 1 2 C To start 14 June 2015 Step Four Select the Reason for rejection of the referral from the list displayed then select Reject Reject referral About this referral Issued Date 15 June 2015 Due Date 21 July 2015 About this service Service type Allied Health and Therapy Services Service sub type Recommended start date none Recommended review date none Recommended end date none Referral comments 5 View referral summary and client record You are about to reject the referral for Maria Thompson Referral ID 1 66Y7X Reason for rejection Conflict of interest Further info to be added Insufficient capacity No one accredited Referral made in error Service no longer r
14. To view service information select Services 1800 836 799 znr tem Bem a a myagedcare Departs of Sectel Nervices Home Services Samuel Johns Gender not oposite 84 years old 10 December 1 Samuel Johns services pae IAZ EE Notes Current services in place No commenced services found Services not yet in place EES Allied Health and Therapy Services Occupational Therapy Service provided by Allawah Day Care Centre About this referral Recommended dates Referral details Recommended start date None Accepted date 3 June 2015 6 44 pm Recommended end date None Accepted by Allawah Day Care Centre Recommended review date None Add service information Referrals Services that have been recommended but have yet to be accepted by a service provider No referred services found Previous services No ceased services found To view or add notes or observations about a or select Notes amp 1800 836799 fa Welcome Ebony from HUNTER NEW ENGLAND LOCAL HEALTH DISTRICT Logout Sat 10am 2pm BE myagedcare AIA s Home Notes and observations Samuel Johns Gender not specified 84 years old 10 December 1930 E I Notes and observations View Notes Go Accessibility Privacy Disclaimer Terms ofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 3 Completing identity verificat
15. Two Step Three Select the arrow on the Client card A summary of a client s information will be displayed on the right hand side of the screen Next select Update Service Information Services in place _ Maria THOMPSON RICHMOND Start Date 24 August 2015 Referred 15 June 2015 Pad Allied Health and Therapy Services Podiatry To start 24 August 2015 Low William BLAGDEN RICHMOND Start Date10 August 2015 Referred 12 June 2015 Pad Home maintenance Garden Maintenance N To start 10 August 2015 O Medium Step Four Update service information and select Save changes Last name Seino Stat Date Latest to Oldest v Mee Maria THOMPSON Aged 74 19 April 1941 Female Client contact details Preferred contact number 0392009200 Accepted Date 15 June 2015 Recommended service Gates Recommended start date none Recommended review date none Recommended end date none Retera comments From the service provider About ths service Service type Allied Health and Therapy Services Service sub type Podiatry Service frequency 2 per Days per week Servee dates Start date 24 August 2015 Planned end date none Planned review date 23 October 2015 Servee provider comments E View client record Update Service information will be displayed on the client record Update service information You are about to update service information for Maria Thompson
16. a oa myagedcare Provider Portal Department of Social Services Welcome Tom 1800836799 sass ABP woro tomtom av communi sericese Loa a myagedcare AEAEE Find a client Reports Aged Care Tasks and Pa sh notifications Home Service providers Services in place Waitlist Accepted services pending Services in place Find a referral First name gt Show more find options Maria THOMPSON RICHMOND Start Date 24 August 2015 K Allied Health and Therapy Services Podiatry To start 24 August 2015 O Low William BLAGDEN Referred 12 June 2015 N Home maintenance Garden Maintenance 44 My Aged Care Provider Portal User Guide Part Two Step Three Select the arrow on the Client card A summary of a client s information will be displayed on the right hand side of the screen Select View client record and the Referral summary and client record page will be displayed Waitist Accepted services pending SETZ Find a referral First name Last name gt Show more find options Seda GECA Stat Date Latest to Oldest v Hee Maria THOMPSON Maria THOMPSON o Aged 74 19 April 1941 Female Start Date 24 August 2015 Client contact details Referred 15 June 2015 Preferred contact number 0392009200 Pad Allied Health and Therapy Services Podiatry C To start 24 August 2015 O Low Accepted Date 15 June 2015 Recommended servos cates Rec
17. as a Staff Member role in the portal and additionally be responsible for managing referrals Wallet check An identification check that an assessor or service provider will undertake to ensure duplicate client records are not created The wallet check involves sighting two documents that identify the client and noting this on the client s record My Aged Care Provider Portal User Guide Part Two 1 4 Introduction 1 4 1 What the provider portal is used for The provider portal is used to e Manage information about the services you provide e Manage referrals for service s issued by My Aged Care contact centre staff or assessors by accepting rejecting or placing on a waitlist e Update client records with information about services being delivered e Request that an assessor undertakes a new assessment of the client e Generate reports 1 5 Preparing to access the provider portal The steps to prepare to access the provider portal are outlined below 1 5 1 AUSkey and technology requirements Prior to accessing the My Aged Care provider portal each staff member who will use the provider portal need their own AUSkey that is linked to an individual email address They will need this prior to logging on for the first time 1 5 2 What is AUSkey AUSkey is a secure login that identifies you when you use participating Government online services on behalf of your business Obtaining an AUSkey is a simple process and is free Many org
18. client record About Samuel Need to update personal details ersonal information Call the Contact Centre on 1800 836 799 p al i Born 10 December 1930 Asian born in Australia never married with family Communication requirements Prefers to speak English Address details Service delivery address Identity documents ID Send any correspondence to Aged Care ID AC61698825 Status Identity check status Not Attempted To contact Samuel Wallet check status Not Required s Contact 2 Edit Payment details Service information me following information is fr rom the Department of Human Services claims system It may take up to a month to be updat No payments found 33 My Aged Care Provider Portal User Guide Part Two To view referrals for your organisation select Referrals for my organisation 1800 836 799 Sr lam 2p Welcome Ebony from HUNTER NEW ENGLAND LOCAL HEALTH DISTRICT Logout BE myagedcare AANE Find a client Reports _ Aged Care dman and fae edmisstation on Home Incoming referrals Referral summary for Samuel Johns Referrals for my organisation Allied Health and Therapy Services Mi Referral Accepted on 3 June 2015 About this service About this referral 4 Priority Issued Date 3 June 2015 Due Date 5 June 2015 Recommended Start Date Recommended Review Date Referral comments Recommended End Date To view the assessment history and client plans action or support select
19. code is only valid for five days If you require a new activation code select Resend activation Code 51 My Aged Care Provider Portal User Guide Part Two Step Six Select Go to My Aged Care provider portal to be directed to the provider portal Finish What can you do now Go to the Aged Care Provider Portal Visit the Department web site Commonwealth of Australia 2015 Step Seven The provider portal home screen will be displayed Q 1800 836 799 pensions io fo Welcome Susan from AYK Community Services inc Logout 7 5 p myagedcare Provider Portal Welcome Susan My Aged Care interactions Tasks and notifications Outlet administration Staff administration You have now Set up access to the provider portal The next time you log in follow the steps in Section 1 6 52 My Aged Care Provider Portal User Guide Part Two Attachment B Generating reports and accessing forms Service providers can generate and view reports and access forms via the provider portal You will also be able to use the Reports feature to print documents including completed NSAFs and letters For more information about the reports and forms available in the provider portal see Guidance for Providers 1 Generating reports The steps to generate a report are outlined below Step One Select Reports from the homepage The Reports and forms page will be displayed 1200836 79
20. 6 SA Adding SERVICE IMO MAW OM cee eceesseceseeecesecesesecseersateeceracesentessenesteece A 40 3 5 Updating senice IMTOMM AU ONS xiescs cides dens dceeescndsiendceedsieadseudaendslcndexsdewsdscedsendeeaeu 42 My Aged Care Provider Portal User Guide Part Two 3 6 Adding notes and observations cccccceccsececeeeceeceeeeseeeceueeeeeeseeeseeeeaeeeas 44 3 7 Requesting a NEW assessment ccceccceeeceeeeceeeceeeeeeeseeecueeeeeeseeeseeeeseeens 47 Attachment A First time login to the provider portal ccccccceeeseeeeeeeeeeeseeeaees 50 Attachment B Generating reports and accessing TOIMS ccceeeeeeeeeeeeeeeeeeesaeees 53 1 GEMAN repos aea E 53 2 VICWING TODOS iicsvivereserscnasacrocvumramsssneuieni versa Erari KETE EAER EREKE NEES 55 2 ACCESSING TO S wcsaceveceserteureustecatenettcadeve E 57 My Aged Care Provider Portal User Guide Part Two 1 Background and overview of the My Aged Care provider portal 1 1 Purpose of the Guide 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 Aged Care provider portal provider portal The Provider Portal User Guide is split into two parts as follows e Part One provides an overview of the portal and describes the functions that an individual with the Administrator role in the provider portal will perform e Part Two this document provides an ove
21. 9 amani go Wecome Mary fram AYK Norham Servces Logout myagedcare Provider Portal Welcome Mary Find a client Step Two The Reports and forms page features a Reports tab and a Forms tab The reports tab displays a list of Recently Requested Reports and Reports ee ae d sina Gorani myageadacare Department of Social Services y amp Home Reports Reports and forms 53 My Aged Care Provider Portal User Guide Part Two Step Three To generate a report select the name of the report in the Reports list that you would like to generate a gt myagedcare Home Reports He TSR and forms Reports Recently Requested Reports Name Requested Date Status BIP ACG SP Workload Management Report 15 June 2015 View 18dune 2015 rr Copynght Commonwealth of Australia ABN 36 342 015 855 Step Four Select the Outlet ID enter a start and end date and an output type CVS or PDF then select Request report If you do not want to generate the report select Cancel a iit Welcome Mary fom AYK Northem Services Logout BS myagedcare alal Te Ki Scpartmont of Social Serios Retrieve a Find a client ina Tasks and referral code notifications Home Reports Iel Bf Generate report All fields marked with an asterisk are required BIP ACG SP Workload Management Report Outlet ID Please select b Start Date
22. Guide Part Two 2 6 2 Moving a waitlisted referral into Accepted services pending The steps to accept a referral to the waitlist are outlined below Step One To move a waitlist from the provider portal homepage select Service referrals 1800836799 amimi fi Welcome Mary Som AYK Norham Sances Logout ee a myagedcare Provider Portal Department of Social Services Welcome Mary amp Step Two Select the Waitlist tab and then select the arrow on the Client card you want to move VEY Waitlist A referrals Waitlist Accepted services pending Services in place First name gt Show more find options Margaret GRAYSON Margaret GRAYSON RICHMOND Aged 75 19 April 1940 Female Accepted Date 16 June 2015 About this referral Referred 16 June 2015 issued Date 16 June 2015 Pad eae ara Accepted Date 16 June 2015 ee es Accepted By AYK Easter Services C To start ow About this service Service type Home main tenance Service su ib type Recommended start date none Recommended review date none Recommended end date none Referral comments B View referral summary and client recor 29 My Aged Care Provider Portal User Guide Part Two Step Three A summary of a client s information will be displayed on the right hand side of the screen You can view client information by selecting the View referral summary and client record To move the wait
23. Step One Go to the Information for service providers section of the DSS website httos www dss gov au information for service providers and select the My Aged Care Provider Portal link The provider portal can also be accessed at https myagedcare serviceproviderportal dss gov au Home About the Department Our Responsibilities Grants Careers Ministers Contact Support material for using the My Aged Care provider portal Support material for Commonwealth Home Support Programme providers ICT support Further information new functionality prior to 1 Support material for using the My Aged Care provider portal The following Support material to help service providers use the My Aged Care provider portal is available Guidance documents Step Two An Australian Government Authentication Service screen will be displayed Select your AUSkey credentials from the drop down list then enter your AUSkey password and select Continue A s Australian Government Authentication Service You have been redirected to the Government Authentication Service This service requires that you identify yourself using your Credential The information on your Credential will be returned to the Agency with which you are doing business Please select your Credential and enter your password Marshall Bruce 38 291 527 201 Password CONTINUE VY CANCEL X Security and Privacy 50 My Aged Care Provi
24. and organisation focused tasks Key Functions Administrator Team Leader Staff Member va Organisation Add client service information a Focussed Request change to contractual information Manage outlets add edit activate deactivate Manage services add edit activate deactivate Manage staff accounts add edit 3 deactivate A The role s assigned to staff will apply to them across all outlets to which they are assigned v Vv Vv Vv Vv Focussed My Aged Care Provider Portal User Guide Part Two For more information about roles to staff in the provider portal see Guidance for Providers available at dss gov au myagedcare 1 7 1 Homepage views 1 7 1 1 Administrator homepage If you log in to the provider portal as an Administrator you will see Tasks and notifications My Aged Care interactions Reports Outlet administration and Staff administration buttons on your homepage 1200 836 799 inire EE wore ssa ton avi commantySencesie Log i myagedcare Provider Portal Welcome Susan My Aged Care interactions 1 7 1 2 Team Leader homepage If you log in to the provider portal as a Team Leader you will see Service referrals Find a client Tasks and notifications My Aged Care interactions Reports and Retrieve a referral code icons on your homepage In addition to the functions of Staff Members Team Lead
25. anisations already use an AUSkey to interact with other Government services Each AUSkey is linked to an Australian Business Number ABN and can be stored on a computer or a USB stick for staff that use multiple windows based computers lf your organisation does not currently use AUSkey your organisation must register for an Administrator AUSkey To register for the first AUSkey you need to be an eligible associate recorded on the Australian Business Register ABR for that ABN You can register yourself or someone else for the first AUSkey The first person to be registered will have an Administrator AUSkey and can set up other AUSkey Administrators within the organisation After the first AUSkey is issued there can be unlimited AUSkeys linked to that ABN In most cases each person wanting to use participating government online services on behalf of a business must have a separate AUSkey The registration process for subsequent AUSkey users depends on the type of AUSkey you need What you will need to provide to register for an AUSkey is outlined below Administrator AUSkey e the ABN of the business you want the AUSkey to be linked to e your full legal name e your date of birth and My Aged Care Provider Portal User Guide Part Two e an email address that only you have access to Standard AUSkey for e an Administrator AUSkey user s email address other Staff e your full legal name and e an email address that only you ha
26. d date none Reterra comments From the service provider About this service Service type Allied Health and Therapy Services Service sub type Podiatry Service frequency 2 per Days per week Servoe dates Start date 24 August 2015 Planned end date none Planned review date 23 October 2015 Update Service Information Step Four Select Support plan and then select Request assessment or Request reassessment The option assessment or reassessment will depend on whether your client has previously been assessed eld Referrals for my organisation Plans About Maria Need to update personal details Call the Contact Centre on 1800 836 799 Communication requirements Prefers to speak English Does not need help to communicate Identity documents ID Aged Care ID AC29195328 Identity Status Identity check status Not Attempted Wallet check status Complete Payment details Receiving payments Aged Pension Full Payment Health insurance Private health insurance Hospital Cover Relationships gt Current notes and observations furon plan Date action plan was completed 12 June 2015 Status Assessment Complete See current action plan Notes Personal information Born 19 April 1941 Australian born in Australia separated lives alone Address details Home address 17 CHURCH Street RICHMOND VIC 3121 Service delivery address 17 CHURCH Street RICHMOND VIC 3121
27. d to your Incoming referral list To accept the referral follow the steps in section 2 4 Retrieve referral code Referral code 12345 x 20 My Aged Care Provider Portal User Guide Part Two Team Leader 2 3 Viewing referrals To view referrals follow the steps below Step One Select Service referrals from the homepage pd myagedcare Provider Portal Welcome Mary 0101 Retrieve a referral code Step Two You will be able to select Incoming referrals Shown in the screenshot below Waitlist Accepted services pending or Services in place 1800836 799 amiee EE wecome tay tom aveeasem seves Lom BS myagedcare oie 218 3 4 Department of Social Services E Retrieve a Find a client Reports Bd referrals referral code Home Service providers A Aeminga referrals Incoming referrals M Find a referral gt Show more find options Show referrals for ECE IL asm Date Received Latest to Oldest v mem Incoming referrals Maria THOMPSON You can view more details of a record by RICHMOND selecting from the left hand list Due Date 21 July 2015 Referred 15 June 2015 K Allied Health and Therapy Services 21 My Aged Care Provider Portal User Guide Part Two If you are searching for a particular referral you can use the Find a referral feature by entering a first or last name
28. der Portal User Guide Part Two Step Three A DSS Request activation code screen will be displayed Enter the email address that is linked to your portal user account and select Continue 2 O Request activation code Confirm activation code Request activation code for Aged Care Provider Portal Please enter the email address that was provided in your user access request form An activation code will be sent to this email address with instructions on how to complete the account activation process All fields marked with an asterisk are re quired Step Four You will receive an email with an activation code You will only need to use this activation code when logging in for the first time A If you do not receive an email with your activation code contact your Organisation Administrator or the My Aged Care service provider and assessor helpline Step Five Enter the activation code you were provided via email and select Confirm Your account has now been successfully activated Australian Government ve De Department of Social Services Request activation code Confirm activation code Confirm activation code for Aged Care Provider Portal Please enter the Activation Code sent to the email address below All fields marked with an asterisk are required Email Address bruce marshall ayk com Activation Code 8AF2 H73C x Cancel Resend activation Code A Your activation
29. equired Unabie to process referral Other Rejection reason Would you like to allow a referral to a waitlist for client to be sent O Offer waitlist AN vou must select a reason for rejecting the referral If you select other a free text box will display for you to include this information This information will inform future aged care service planning 26 My Aged Care Provider Portal User Guide Part Two Team Leader 2 6 Waitlisting a client lf you choose to maintain a My Aged Care waitlist you can accept clients to the waitlist 2 6 1 Accepting a referral to the waitlist The steps to accept a referral to the waitlist are outlined below Step One To find a referral to accept to the waitlist from the provider portal homepage select Service referrals 1800836799 2nfS te fn Welcome Mary tom AYK Norhem Services Logout myagedcare Provider Portal Welcome Mary Step Two Select the Incoming referrals tab and then select the arrow on the Client card you want to accept Referrals to waitlist have Waitlist on the Client card Home Service providers Incoming referrals gt Show more find options Incoming referrals Margaret GRAYSON Margaret GRAYSON RICHMOND Aged 75 19 A 1940 Female About this referral Due Date 22 July 2015 Issued Date 16 June 2015 Referred 16 June 2015 Due Date 22 July 2015 Pad Home maintena
30. ers A lf a provider needs to reject a referral after they have accepted it they will need to call the My Aged Care contact centre 18 My Aged Care Provider Portal User Guide Part Two Team Leader 2 2 Entering a referral code Clients can choose to have a referral code given to them rather than choosing an electronic referral method Clients seeking to access residential care services are likely to choose to have a Referral code given to them This code allows clients to visit different facilities to discuss their needs with service providers prior to choosing their preferred provider The referral code allows the service provider to access the client record including the client s action and support plans to assist discussions and if chosen by the client to accept the referral A When you Retrieve a referral code via the provider portal you do not automatically accept the referral for service s You need the client s consent to accept the referral The steps for entering a referral code so that a client record can be viewed are outlined below Step One From the homepage select Retrieve a referral code 1800 836799 e ft kome Mary tom AYK Noen Series Logout ka ce i e a Myagedcar Provider Portal Welcome Mary 19 My Aged Care Provider Portal User Guide Part Two Step Two Enter the client s referral code and select Retrieve referral The referral will be adde
31. ers manage referrals 1800836799 anenee EPP cove mavtom ave myagedcare Provider Portal Welcome Mary Tasks and notifications 0101 l l l l Retrieve a referral code 13 My Aged Care Provider Portal User Guide Part Two 1 7 1 3 Staff Member homepage If you log in to the provider portal as a Staff Member you will see Service referrals Find a client Tasks and notifications My Aged Care interactions and Reports buttons on your homepage amp 1800 836799 scan wen fa Welcome Tom fram AYK Communty Services ine Logout ee a gt myagedcare Provider Portal Department of Social Services Welcome Tom 1 7 1 4 Homepage for person assigned Administrator Team Leader and Staff Member role in the provider portal lf you log in to the provider portal as a user with Administrator Team Leader and Staff Member roles you will see the functions for all of these roles on the homepage B 1800 836 799 Soe Welcome Susan fom AYK Northem Services Logout ti a a myagedcare Provider Portal Department of Social Services Welcome Susan 14 My Aged Care Provider Portal User Guide Part Two 1 8 Further information enquiries and technical support A My Aged Care service provider and assessor helpline 1800 836 799 is available The helpline answers enquiries relating to the My Aged Care system and provides technical support The helpline will be available bet
32. erson with a particular Staff Member role within the provider portal Administrator Team Leader Staff Member can undertake Team Leader Administrator The latest version of this document is available at dss gov au MyAgedCare My Aged Care Provider Portal User Guide Part Two Administrator Team Leader Staff Member 1 3 Key Terms Table One Key terms and descriptions ACAT Aged Care Assessment Teams ACATs conduct face to face comprehensive assessments to determine a client s eligibility for care types under the Aged Care Act 1997 with approval subject to a decision by an ACAT Delegate Action plan A summary of the outcomes of screening conducted by My Aged Care contact centre staff An action plan includes information about activities that will facilitate appropriate assessment or service referrals Assessors service providers and clients can view a client s action plan via the My Aged Care portals The person nominated on the My Aged Care Organisation Administrator Registration Form to be the first person from an organisation to log in to the My Aged Care provider portal A person can also be assigned an Administrator role within the portal for either the organisation or one or more outlets Administrators are responsible for setting up the organisation including managing outlets services information and staff accounts for all outlets in the portal Administrators for particular outlets are responsible for managi
33. git code given to the client by My Aged Care contact centre staff or assessors to allow them to visit different service providers to discuss their needs prior to choosing their preferred provider Referral codes are generated for individual services Clients can choose to have a referral code given to them or choose an electronic referral method Referral for A referral sent by My Aged Care contact centre staff requesting an assessment assessment home support or comprehensive for a client Referral for A referral sent by either My Aged Care contact centre staff or assessors service requesting a service for a client Referrals can be sent electronically or a client can be issued a referral code Representative Clients can nominate one or more representative s e g a carer to act on their behalf The My Aged Care system enables a representative to be classified as Regular or Authorised You will also need to indicate a representative type Financial Care or Financial and Care 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 This consent can be given verbally in writing or in any other way that communicates the authority to act on behalf of the client My Aged Care Provider Portal User Guide Part Two Authorised Representatives are generally able to act for a client based on provisions within federal state
34. ication Activity sub type Organisation Staff Change Status Done Your My Aged Care system user access has been updated Aged Care Organisation Staff Member Details First Name Susan Last Name Cooper User Id BL_XW356893 11 June 2015 Activity type Notification Activity sub type Organisation Staff Change Status Done 17 My Aged Care Provider Portal User Guide Part Two Team Leader 2 Team leader role All referrals for service s from the My Aged Care contact centre and assessment organisations are managed by the person or people assigned the Team Leader role in the provider portal for each outlet The Team Leader performs this function in addition to the functions they perform as a Staff Member in the provider portal Further information about the management of referrals including the information contained in a referral is in Guidance for Providers available at dss gov au myagedcare 2 1 Managing referrals Once a referral is received Team Leaders will manage referrals in the following ways e Accept the referral e Reject the referral e Waitlist the referral Referrals for service will be for individual services Service providers will either receive referrals electronically or via a referral code depending on the client s preferences and incoming referrals have a priority status low medium high For more information about priority statuses including timeframes for action see Guidance for Provid
35. ion During the registration process a client record is created Client identification information is verified against records held at the Department of Human Services to ensure that duplicate client records are not created To complete the identity verification process assessors or service providers will ask to sight two types of client identification documents Further information about the identity verification process including the role of the contact centre staff assessors and service providers and the list of identification documents is in the My Aged Care Guidance for Providers document available on dss gov au myagedcare A It is expected that whoever has contact with the client in the first instance i e an assessor or service provider will sight the client identification and record this information on the client record via the assessor or provider portal The steps for recording that client identification has been sighted are outlined below Step One From the provider portal homepage select Find a client ia A Welcome Tom from AYK Community Services inc Logout myagedcare Provider Portal Welcome Tom My Aged Care interactions 36 My Aged Care Provider Portal User Guide Part Two Step Two Follow the steps outlined in Section 3 1 to find a client and then select the client s name on the Client card The Referral summary and client record page will be displayed
36. ks and Notifications Ba Tasks and notifications Due Date Task been completed Aged Care User Id AC12260402 Episode Service Delivery 16 March 2015 This Referral has been accepted but Service Delivery Information has not 1 2773687 Service Delivery Domestic Assistance 17 March 2015 This Referral has been accepted but Service Delivery Information has not been completed Aged Care User Id AC12260402 Episode Service Delivery 1 2773687 Service Delivery Domestic Assistance 17 March 2015 This Referral has been accepted but Service Delivery Information has not been completed Aged Care User Id AC01245802 Episode Service Delivery 1 2510153 Service Delivery Home Care Package Level 1 2 16 My Aged Care Provider Portal User Guide Part Two Step Three To view notifications for your icin select Notifications 1800836799 aan Vettore Tom tom AYK Commundy Serves inc Logout BE myagedcare ESEE Find a client Reports Sl Tassand Department of Social Services Home Tasks and Notifications PA Tasks and notifications Date received Notification 15 June 2015 Activity type Notification Activity sub type Referral to waitlist issued Status Done A new referral to waitlist has been issued You can view details about this referral by searching for the Aged Care User ID or the referral under the service type Aged Care User Id AC37447257 Service Type Home maintenance 11 June 2015 Activity type Notif
37. l end this service for your client at that date If you need to reinstate this service afer that date please call the Contact Centre on 1800 836 799 41 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 5 Updating service information To update information about the services being delivered to the client follow the steps below Step One From the provider portal homepage select Service referrals Alternatively if you know the clients name you can go through Find a client a 1800 836 799 Siitsm aoe A Welcome Tom from AYK Community Services Ine Logout a myagedcare Provider Portal Department of Social Services Welcome Tom Commonwealth of Australia ABN 36 342 015 855 EA Welcome Tom fom AYK Community Services Inc Logout a myagedcare CEEA Find a client Reports My Aged Care Tasks and Home Service providers Services in place Find a referral First name Last name gt Show more find options Se GGC Stat Date Latest to Oldest v Mies Maria THOMPSON RICHMOND 4 Start Date24 August 2015 an view more details of a record by Referred 15 June 2015 cece web the left hand list FK Allied Health and Therapy Services Podiatry B To start 24 August 2015 Low William BLAGDEN RICHMOND Start Date 10 August 2015 Refemed 12 June 2015 K Home maintenance Garden Maintenance 42 My Aged Care Provider Portal User Guide Part
38. listed referral to Accepted services pending select Draw down into service EX Weitist oming referrals Waitlist Accepted services pending Services in place Find a referral First name Last name gt Show more find options Margaret GRAYSON Aged 75 19 April 1940 Female About this referral issued Date 16 June 2015 Accepted Date 16 June 2015 Accepted By AYK Eastern Services About this service Service type Home maintenance Service sub type Recommended start date none Recommended review date none Recommended end date none Referral comments View referral summary and client record Step Four Confirm that you want to accept the referral by selecting Accept The referral will then appear in the Accepted services pending tab Drawn down into service for Margaret Grayson Accept this referral for Margaret Grayson Referral ID 1 694W2 30 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 Staff Member role This section steps you through how to find a client how to view client information and how to maintain client service details A person who performs the Team Leader role can perform the same functions as a Staff Member Team Leaders also manage referrals as outlined in Section 2 3 1 Finding a client To find a client follow the steps below Step One From the provider portal homepage select Find a client J ii Welcome T
39. mation on the client record via the My Aged Care provider portal Clients and their representatives will be able to view this information on the My Aged Care client portal via myGov Inbound referral An online form accessed from the My Aged Care website The form can form be used to recommend a person for aged care services The form may initiate registration screening assessment and referral for service NSAF National Screening and Assessment Form NSAF used by My Aged Care contact centre staff and assessors RAS and ACATs to ensure a nationally consistent and holistic screening and assessment process Outlet Represents how service providers organise their services in the provider portal An outlet could represent a physical location like a residential care facility or a section of an organisation that delivers services like home support to a particular area Electronic referrals will be sent by My Aged Care contact centre staff and assessors for services organised within the outlet s Service provider Staff will also be allocated to outlets RAS The My Aged Care Regional Assessment Service RAS will conduct a face to face home support assessment for clients needing access to Commonwealth Home Support Programme CHSP services Reassessment 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 Referral code A five di
40. nce p To start Recommended start date none Recommended review date none Venice ACER Recommended end date none Due Date 21 July 2015 Aar ea Referral comments John ACER OSBORNE PARK 2 My Aged Care Provider Portal User Guide Part Two Step Three A summary of a client s information will be displayed on the right hand side of the screen You can view client information by selecting the View referral summary and client record To accept the referral to the waitlist select Accept to Waitlist Home Service providers Incoming referrals Find a referral First name gt Show more find options Incoming referrals Margaret GRAYSON Margaret GRAYSON ORC Aged 75 19 April 1940 Female aitis About this referral Due Date 22 July 2015 Issued Date 16 June 2015 a gt 201 Due Date 22 July 2015 Pd Home maintenance About this service To start Service type Home maintenance Service sub type Recommended start date none Recommended review date none Venice ACER Recommended end date none Due Date 21 July 2015 Referred 15 June 201 Referral comments Pd Home maintenance John ACER OSBORNE PARK Step Four Confirm that you want to accept the referral by selecting Accept The referral will then appear in the Waitlist tab Accept referral to waitlist Accept this waitlist for Margaret Grayson Referral ID 1 694W2 28 My Aged Care Provider Portal User
41. nd frequency information You can Maria THOMPSON Aged 74 19 April 1941 Female About this referral Issued Date 15 June 2015 Accepted Date 15 June 2015 Accepted By AYK Eastern Services About this service Service type Allied Health and Therapy Services Service sub type Recommended start date none Recommended review date none Recommended end date none Service commencement date none Referral comments Multiple referrals are available for this client Client contact details Preferred contact number 0392009200 2 View client record Add Service Information also provide additional information in other fields To save entered information select Save changes This information will be displayed on the client record Add service information You are about to add service information for Maria Thompson Service type Allied Health and Therapy Services Service start date mn e g aammyyyy f 15052015 _ mm How frequently is th rvice provided Frequency e g 2 Select one v Planned review date pn e g dd mmAyyyy Service sub type O Social Work Speech Pathology O Dietician or Nutritionist Podiatry L Occupational Therapy L Physiotherapy C ATSI Health Worker C Diversional Therapy C Exercise Physiologist C Ongoing Allied Health and Therapy Services Other Psychologist C Restorative Care Services Recording a service end date Entering a service end date wil
42. ng services and staff accounts only for the outlets they are assigned AUSkey AUSkey is a secure login that identifies you when you use participating government online services on behalf of your business AUSkeys are obtained from the Australian Business Register and registration is free CHSP From 1 July 2015 the Commonwealth Home Support Programme CHSP will bring together Commonwealth Home and Community Care HACC Program Planned respite from the National Respite for Carers Program NRCP Day Therapy Centres DTC Program Assistance with Care and Housing for the Aged ACHA Program Client record People seeking access to aged care services will have a client record created by My Aged Care contact centre staff The client record will include client details and carer or representative details details about assessments and the action support plan s and information about service s received Clients will be asked to provide consent to enable their client record to be created and shared with assessors and service providers Assessors and service providers will update information on the client Administrator record and clients and their representatives will be able to view this information on the My Aged Care client portal via myGov My Aged Care Provider Portal User Guide Part Two Client service Information about services that a provider delivers to a client The information provider is required to enter this infor
43. om fom AYK Community Services Inc Logout ee as myagedcare Provider Portal Department ef Social Services Welcome Tom Accessibility Privacy Disclaimer Terms ofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855 Step Two You can search for a client using the client s first or last name You only need to enter information into one search field There is also an option to search using multiple search fields E 1800 836 799 Oan ae K Welcome Tom fom AYK Community Services inc Logout a myagedcare AIRSGIIEE Find a client Reports My AgedCare Tasks and Home Client F Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678 Last name Less search fields Preferred name Date of birth eg ddimenvyyyy Medicare Card Number Department of Veterans Affairs DVA card number Centrelink Customer Reference Number CRN 31 My Aged Care Provider Portal User Guide Part Two Step Three Once you have entered the client s details and selected Search matching results will be displayed A 1800 836 799 pep ea iii Welcome Tom fom AYK Community Services Inc Logout a myagedcare ae 8 W Service Findaclient My Aged Care Tasks and referrals interactions notifications B Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678
44. ommended start date none Wiliam BLAGDEN Recommended review date none o Recommended end date none Stat Date10 August 2015 Refemed 12 June 2015 Pad Home maintenance Garden Maintenance O To start 10 August 2015 O Medium eS A E e ae ay S Service sub type Podiatry Service frequency 2 per Days per week Servce dates Start date 24 August 2015 Planned end date none Planned review date 23 October 2015 Update Service Information 45 My Aged Care Provider Portal User Guide Part Two Step Four Select Current notes and observations and then select Add an observation Client record About Maria Need to update personal details Call the Contact Centre on 1800 836 799 Communication requirements Prefers to speak English Does not need help to communicate Identity documents ID Aged Care ID AC29195328 Identity Status Identity check status Not Attempted Wallet check status Complete Payment details Receiving payments Aged Pension Full Payment Health insurance i health insurance ital Cover Hospital f Relationships eeren notes and observations all Personal information Born 19 April 1941 Australian born in Australia separated lives alone Address details Home address 17 CHURCH Street RICHMOND VIC 3121 Service delivery address 17 CHURCH Street RICHMOND VIC 3121 Send any correspondence to 17 CHURCH Street RICHMOND VIC 3121 To contact Maria Contac
45. on from your organisation to log in to the portal They will be responsible for setting up organisational details and access to the portal for other staff If you require further information about how to nominate your Organisation Administrator please email the Department at myagedcare dss gov au 1 5 5 Where can you go for more information Further details of software and compatibility can be found at httos abr gov au AUSkey Help and support Setting up AUSkey troubleshooting AUSkey compatibility For more information visit the Australian Business Register ABR website at https abr gov au AUSkey or call the ABR national service desk 1300 287 539 lt is also possible to send an email query to the Australian Taxation Office ATO technical helodesk technical helo ato gov au My Aged Care Provider Portal User Guide Part Two 1 6 How to login to the provider portal The steps you need to follow to log in to the provider portal after the first time are outlined below The first time log in process is different The steps you need to take to log in for the first time are outlined in Attachment A A You must have an individual AUSkey linked to your organisation to access the provider portal For more information about the AUSkey registration process visit https abr gov au AUSkey Step One Go to the Information for service providers section of the DSS website httos www dss gov au information for service provider
46. or territory law for instance Power of Attorney 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 An evaluation of a client s support plan undertaken by the RAS A review can be requested by the client service provider or scheduled by an assessor The review may result in a change in services or a further assessment Service delivery The area where an organisation delivers services This can be from a set location provider location or to an area where the service is provided to the client in their own home at client location Service finders A search function available on the My Aged Care website that allows an individual to view information about services Staff Member A person who is assigned a Staff Member role in the provider portal will be responsible for adding and updating client service information on the client record Support plan A plan developed by the RAS or ACAT with the client The support plan identifies the client s needs goals and service preferences Assessors and service providers will be able to view a client s support plan via the My Aged Care portals Clients and their representatives will be able to view this information on the My Aged Care client portal via myGov Team Leader A person who is assigned the Team Leader role in the provider portal will have the same functions
47. oris Name Description BIP ACG SP Workload Management Report Formats ustralia ABN 36 342 015 855 Do you want to open or save BIP ACG SP Workload Management Report PDF 106 KB from usa myagedcare serviceproviderportal fms gov au Open Save Cancel 56 My Aged Care Provider Portal User Guide Part Two 3 Accessing forms The steps to access forms are outlined below Step One Select Reports from the homepage 1900836 799 anane EE noero ancaman senestan myagedcare Provider Portal Welcome Mary Step Two Select the Forms tab A list of all forms available will be displayed a myagedcare Department of Rockal Servio Ecole Find a client BJ p T Home Reports El Reports and forms Accessibility Privacy Disclaimer Termsofuse Copyright Copyright amp Commonwealth of Australia ABN 26 342 015 855 57
48. rview of the portal and describes the functions that an individual with the Team Leader or Staff Member role in the provider portal will perform lt is recommended that this Guide is read after the My Aged Care Guidance for Providers document Guidance for Providers available at dss gov au MyAgedCare Guidance for Providers will help you to understand the new concepts and provide contextual information about functions that you will need to undertake via the provider portal Please note due to the continued operation of the jointly government funded Home and Community Care programme in Victoria and Western Australia the changes to My Aged Care in 2015 differs in these states More information is available in Guidance for Providers 1 1 1 What this Guide does not cover This Guide does not cover e How to nominate the person in your organisation as your first Organisation Administrator in the provider portal If you require information about how to nominate your first Organisation Administrator please contact the Department of Social Services the Department at myagedcare dss gov au e Detailed instructions on how to obtain an AUSkey Information about how to obtain an AUSkey can be found at https abr gov au AUSkey My Aged Care Provider Portal User Guide Part Two 1 2 Document key A This is used to highlight a point that all service providers need to pay particular attention to This is used to highlight a function that a p
49. s and select the My Aged Care Provider Portal link The provider portal can also be accessed at https myagedcare serviceproviderportal dss gov au e D il gt My ar Support material for Commonwealth Home Support Programme providers ICT support Further information The My Aged Care provider portal o in 1e N ed Care provider portal please use gt Support material for using the My Aged Care provider portal The following support material to help service providers use the My Aged Care provider portal is available Guidance documents My Aged Care Provider Portal User Guide Part One Administrator functions My Aged Care Guidance for Providers Step Two An Australian Government Authentication Service page will be displayed Select your AUSkey credentials from the drop down list Enter your AUSkey password and select Continue n KI a a o e Australian Government Authentication Service You have been redirected to the Government Authentication Service This service requires that you identify yourself using your Credential The information on your Credential will be returned to the Agency with which you are doing business Please select your Credential and enter your password CONTINUE CANCEL X 10 My Aged Care Provider Portal User Guide Part Two Step Three After you select Continue the provider portal homepage will be displayed amp 1800
50. services being delivered to the client follow the steps below Step One Select Service referrals from the provider portal homepage Alternatively if you know the client s name you can go through Find a client 1300836799 ai ERP vcore tomtom ancon Sve Log Provider Portal Step Two Select the Accepted service pending tab 1200836 799 aimee ERE care tomtom avk comm services re togou Se maga SAna w Find a client Reports My Aged Care Tasks and Australian Cover nancet Department of Social Servicers Home Service providers Accepted services pending NG Waitlist pve a elle Services in place Find a referral First name gt Show more find options Maria THOMPSON RICHMOND Accepted Date 15 June 2015 You ails rin record by Referred 15 June 2015 kekri ne ele nae nd lis Pad Aled Health and Therapy Services O To start oO Low 40 My Aged Care Provider Portal User Guide Part Two Step Three Select the arrow on the Client card A summary of a client s information will be displayed on the right hand side of the screen Next select Add service information Waitlist Bete Ee Services in place Find a referral First name gt Show more find options Maria THOMPSON RICHMOND Accepted Date 15 June 2015 Referred 15 June 2015 Pad Allied Health and Therapy Services To start f Low Step Four You must enter service start date a
51. t details Edit Preferred contact method is post 03 9200 9200 home Service information The following information is from the Department of Human Services claims system It may take up to a month to be updated 12 June 2015 Client Story Maria is a 74 year old female who lives alone She is having increasing problems with mobility following a recent knee surgery gt Support plan Step Five Add notes in the free textbox and select Save changes These notes will be added to the client record Add an observation All fields marked with an asterisk are required Observation 46 My Aged Care Provider Portal User Guide Part Two Staff Member Team Leader 3 7 Requesting a new assessment A new assessment should be requested when a clients needs have changed significantly To request a new assessment for a client follow the steps below Step One From the provider portal homepage select Service referrals 1200836799 arena EE wecone tomtom av commune seneese togou a myagedcare Provider Portal Department of Social Services Welcome Tom Copynght Commonwealth of Australia ABN 36 342 015 855 Step Two Select Services in place Welcome Tom from AYK Community Services inc Logout myagedcare Find a client Reports My Aged Care Tasks and Home Service providers Services in place Find a referral First name gt Show more find op
52. tions Se GGC Start Date Latest to Oldest v Mies gt Maria THOMPSON RICHMOND 4 Start Date 24 August 2015 an view more details oar record by Referred 15 June 2015 bikin ches aie len hand lis P Allied Health and Therapy Services Podiatry To start 24 August 2015 Low William BLAGDEN RICHMOND Start Date 10 August 2015 Refemed 12 June 2015 N Home maintenance Garden Maintenance 47 My Aged Care Provider Portal User Guide Part Two Step Three Select the arrow on the Client card A summary of a client s information will be displayed on the right hand side of the screen Select View client record and the Referral summary and client record page will be displayed Waits Accepted services pending terry Find a referral First name gt Show more find options Maria THOMPSON RICHMOND Start Date 24 August 2015 Referred 15 June 2015 Pad Allied Health and Therapy Services Podiatry D To start 24 August 2015 9 Low Wiliam BLAGDEN RICHMOND Stat Date 10 August 2015 Referred 12 June 2015 Pad Home maintenance Garden Maintenance O To start 10 August 2015 O Medium Start Date Latest to Oldest v BGs Maria THOMPSON Aged 74 19 April 1941 Female Client contact details Preferred contact number 0392009200 Accepted Date 15 June 2015 Recommended service cates Recommended start date none Recommended review date none Recommended en
53. ve access to The Administrator AUSkey holder is also able to set up Standard AUSkeys for all Staff who will use the provider portal 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 https abr gov au AUSkey Help and support Registering for AUSkey troubleshooting Register more than one person Alternatively staff are able to self register online 1 5 3 What will you need to use an AUSkey You will need a computer with an internet connection and a standard internet browser that supports AUSkey such as Internet Explorer Safari or Firefox To use AUSkey you will need to use an alternative browser that is compatible A As of April 2015 AUSkey is no longer compatible with Google Chrome To use AUSkey you will need to use an alternative browser that is compatible To use AUSkey to log in to the provider portal the computer will need certain software installed If you and your staff do not have administration rights to the computer you will need to consult your organisation s IT support area to ensure the appropriate software is installed 1 5 4 Organisation access requirements To access the provider portal your organisation must nominate an individual to be your Organisation Administrator a role within the provider portal As with other staff members the Organisation Administrator must have an AUSkey This person is the first pers
54. w on the Client card you want to view 1800836 799 sis EE wecome tay tom ari Ease Secs Loma BS myagedcar elm Qi etal ge Department of Social Services evoe a Find a client Reports e Home Service providers PAN A ncoming re referrals Cura Waitlist ccep ces pending Services in place Find a referral First name Last name gt Show more find options Show referrals for CT G GIES A Date Received Latest to Oldest v Mien Incoming referrals Maria THOMPSON gt You can view more details of a record by RICHMOND selecting from the left hand list Due Date 21 July 2015 Referred 15 June 2015 Pad Allied Health and Therapy Services 23 My Aged Care Provider Portal User Guide Part Two Step Three A summary of a client s information will be displayed on the right hand side of the screen You can view client information by selecting the View referral summary and client record To accept a referral select Accept referral Find a referral First name gt Show more find options Sort Referrals by Go Incoming referrals Maria THOMPSON Maria THOMPSON Aged 74 19 April 1941 Female RICHMOND Due Date 21 July 2015 About this referral Referred 15 June 2015 Issued Date 15 June 2015 Due Date 21 July 2015 Pad Allied Health and Therapy Services O To start Low About this service Service type Allied Health and Therapy Services
55. ween 8am to 8pm Monday to Friday and 10am to 2pm Saturday local time across Australia You can view a record of enquires you have made to the helpline via the provider portal by selecting the My Aged Care Interactions button on the homepage 1800836799 jF55a e fi Welcome Mary from AYK Northem Services Logout myagedcare Provider Portal Welcome Mary a 0101_ Retrieve a referral code Further information to support the use of the provider portal including fact sheets videos FAQs is available at www dss gov au MyAgedCare 15 My Aged Care Provider Portal User Guide Part Two 1 9 Viewing tasks and notifications You can view tasks and notifications in the provider portal More information is available in Guidance for Providers The steps to view tasks and notifications are outlined below Step One From the provider portal homepage select Tasks and notifications 1800 836 799 Sn iom aoe iit Welcome Tom from AYK Community Services inc Logout se a myagedcare Provider Portal Department of Social Services Welcome Tom Copynght Commonwealth of Australia ABN 36 342 015 855 Step Two To view the tasks for your organisation select Tasks 1800 836 799 oa ape it Welcome Adam from Aged Care Assessment Team ACAT Hunter Logout a as myagedcare ARIE S Department of Social Services Find a client Reports Aged Care Tasks and notifications Home Tas
56. will be unable to produce valid identification If you selected My client has identification go to Step Five If you selected My client has no valid identification this time or My client will be unable to produce valid identification go to Step Six Wallet check OfMy client has identification OJ My client has no valid identification this time OJ My client will be unable to produce valid identification Save details Cancel Step Five If you selected My client has identification select the identification documents you sighted from the list provided and enter the date you performed the wallet check Wallet check My client has identification D My client has no valid identification this time My client will be unable to produce valid identification Please check two types of ID from the following list By ticking each box you are confirming you have sighted the original document Common types of identification Passport Show more types of identification that can be sighted Date that you performed the wallet check e g dd mm yyyy 15 06 2015 38 My Aged Care Provider Portal User Guide Part Two Step Six Select Save details This information will be updated on the client record Wallet check My client has identification My client has no valid identification this time My client will be unable to produce valid identification Please check two types of
Download Pdf Manuals
Related Search