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My Aged Care Assessor Portal User Guide

1. e priority of this care type Is this emergency care Save to plan Cancel 69 My Aged Care Assessor Portal User Guide Part Two Step Three The care recommendation will be added as part of Other Recommendations Identified needs Goals amp recommendations Manage services amp referrals Associated People Client goals Add area of concern A Concern Carer is going away for 2 weeks Add a goal Goal To receive short term care in absence of carer Motivation to achieve 10 Status In Progress Recommend that the client receive Residential Respite Low are not yet in place Priority High tA Edit Remove This recommendation requires a delegate decision Add to this goal a general recommendation a service recommendation a care type for delegate decision Link to an existing service recommendation Note You may edit or remove the care type recommendation once it has been added but before submitting it to the Delegate for approval by selecting either Edit or Remove 70 My Aged Care Assessor Portal User Guide Part Two 3 6 3 4 Recommending further assessment lf at the end of a home support assessment it is recommended that the client requires a comprehensive assessment of their needs the Assessor can make this recommendation in the support plan The steps to take to recommend a further assessment are outlined below Step One From the Goals amp
2. 1300836799 amana TE veont u assessment i Logat S myagedcar EAPMEICIES Find a cient a service Reports gen fre Decision pending Decision pending Decision o Theresa HILL Theresa HILL Jack Mitchell Age 83 15 June 1931 Referred from on a Comprehensive SSS eB Assessor Awaiting Delegate Deasion h amp Delegate Jack Mitchell Recommended care Home Care Package Level 1 2 Transport Dorothy NAPANGARDI o Step Two You will be taken to the Decisions tab on the support plan The recommendations made by the Assessor will be displayed for your review 1200836799 anm Ay AEE E E Ui p E Log A C BS myagedcar BAe Department of Social Services Find a chent ae a service Reports go ho Rarer Home Support plan and services AN Theresa Hill support plan and services identified needs Goals amp recommendations B n Print support plan Recommended care requiring delegate decision Home Care Package Level 1 2 Priority Medium f Edit Agree Disagree Add a care type for delegate decision AGU ukoi lm Save and retum to Assessor 109 My Aged Care Assessor Portal User Guide Part Two A You should view the client s record before recording a decision on the system Step Three There are a number of actions available to you on this page e Edit the details of an Assessor s recommendation e g emergency care time limitations Agree or disagree with the Asse
3. Please select Y Request report ancel Accessibility Privacy Disclaimer Terms ofuse Copyright yright Commonwealth of Australia ABN 26 342 015 855 122 My Aged Care Assessor Portal User Guide Part Two 2 Viewing reports To view reports follow the steps below Step One Select Reports from the homepage The Reports and forms page will be displayed B 1800 836 799 aam ten it Welcome Morgan fom Aged Care Assessment Team ACAT Alce Springs Urban Logout myagedcare Assessor Portal Welcome Morgan Step Two In the Recently Requested Reports list select View on the report you would like to view BS myagedcare Hi 2ISl ol S g Pent een eae Assessments Finda client jee EJ gAire Tasks and notifications Home Reports ifr Ef Reports and forms Reports Requested Date Status BIP RAS EOM Preparation Report 15 June 2015 BIP ACG Assessment Management Report 15 June 2015 BIP ACG Referral Code List of Providers Report 12 June 2015 Rep ornis Name Description BIP ACG Assessment Management Report BIP RAS EOM Preparation Report Accessibility Privacy Disclaimer Terms ofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855 123 My Aged Care Assessor Portal User Guide Part Two Step Three Confirm that you want to Open Save or Cancel the report BS myagedcare Loto ole Department of Social Services Assessments Fi
4. 200 characters Application Form Rose Morgan Type of document Application Form v Please provide a short description about the contents of the attachment e g assessment date and time 250 characters EE Step Four You will receive a confirmation message informing you that the document has been attached Depending on the type of document attached it will display in either the Assessment Attachments tab or Other Attachments tab 1800836799 oman Weome Justin fom UKJ Assessment Logo O 88 meor CACHE Assessments Finda client a Ee Fla net val Home Rose Morgan Attachments Rose Morgan Attachments ESL Other Attachments 15 June 2015 Application Form Application Form Rose Morgan docx 9 58KB Application form for comprehensive assessment 41 My Aged Care Assessor Portal User Guide Part Two 3 3 Registering a client or representative An Assessor should encourage people to contact the My Aged Care contact centre to register and be screened prior to commencing an assessment In cases where urgent care is required you may register the person with My Aged Care and undertake an assessment A You must have the clients consent to complete registration 3 3 1 Registering a client You will only be able to register a client when you can confirm that there is no client record for the client To see whether the client has a My Aged Care client record a
5. 28 My Aged Care Assessor Portal User Guide Part Two Step Five Once assigned the Referral will appear in the Assessors list of referrals 1800 836799 Soe iil Welcome Anna fom UKJ Ply Lid Logout BE myagedcare APIS Deperteneet of Social Services Assessment Findacient Finda service ye Say A F Home Referrals P5 Referrals Incoming referrals J aI Referral history You can view more details of a record by selecting from the left hand list Awaiting Delegate Decision O Medium 29 My Aged Care Assessor Portal User Guide Part Two 2 5 Indicating that an assessment will be undertaken outside My Aged Care A From 1 July 2015 ACATs and the Victorian HACC Assessment Service Victorian HAS will be accepting rejecting referrals for assessment using the My Aged Care assessor portal 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 This means that the person s responsible for accepting rejecting referrals will need to be assigned the Team Leader AND Assessor roles in the assessor portal For the purposes of completing this action the person does not need to perform assessor functions in the organisation or complete associated training It is critically important that ACATs and Victorian HAS comple
6. Part Two The table below outlines the key functions for roles within the assessor portal It includes both client focused and organisation focused tasks Roles Key Functions Search for and view a client record saeeal o Administrator Team Leader Assessor Delegate Delegate Support Enter assessment information including Support Plan on client record Send referrals for service s Accept and reject referrals a Approve Decisions a Client Focussed Print client information for the Delegate View tasks and notifications View My Aged Care interactions Request a change to contractual information Manage staff accounts add edit deactivate Organisation Focussed For more information about the key functions and roles in the assessor portal see Guidance for Assessors available at dss gov au myagedcare 17 My Aged Care Assessor Portal User Guide Part Two 1 7 1 Homepage views The options displayed on the homepage of the assessor portal will vary depending on your role s If you are assigned more than one role in the assessor portal you will see the functions for all the roles you are assigned on your homepage 1 7 1 1 Administrator homepage If you log in to the assessor portal as an Administrator you will see Organisation administration Reports Find a service provider Find a client Tasks and notifications and My Aged Care interact
7. All fields marked with an asterisk are required nee E Review Date e g aan 30 06 2075 js 1800836799 afin m FPF Wecome cic fom UK Assessment Logout f ae myagedcare Department of Social Services Home Support plan and services FA Grace Lee support plan and services Print support plan Associated People EGOIN Schedule a review All fields marked with an asterisk are required Schedule a gs to review the client s Support plan fae ET TEE MES Complete support plan and continue to match and refer The review date will be displayed on the support plan 73 My Aged Care Assessor Portal User Guide Part Two 3 6 5 Add Associated People to the client s support plan Step One To associate a person with the clients support plan navigate to the Associated People tab and select Add people 1800836799 onin orme Ene Fom UK Assessment Logout a myagedcare CAE Assessments Find a cient Reports yp Fa etm ee Home Support plan and services BA Grace Lee cee pei and services ge services amp referrals Je ian Review People associated with support plan Step Two Select Add a person Add people to support plan Which of the following people would you like to associate with the support plan 74 My Aged Care Assessor Portal User Guide Part Two Step Three Enter information in all
8. I accept the above terms and conditions and select Accept and continue The app homepage will be displayed Terms of Use Welcome to the My Aged Care myAssessor App which is presented by the Australian Government Department of Social Services the Department for the purpose of collecting information for the provision of aged care services These Terms of Use apply to the use of the App the content of the App and any material accessed through the App In these Terms of Use the terms you and your refer to the user or viewer of the App or the user of information contained in or accessed through the App Terms of Use Material on this site is made available on the understanding that the Commonwealth is not providing professional advice Before relying on any of the material on this site users should obtain appropriate professional advice Views and recommendations of third parties which may also be included on this site do not necessarily reflect the views of the Commonwealth or indicate a commitment to a particular course of action You are not permitted to re transmit distribute or commercialise the material on the application without obtaining prior written approval from the Department For written permission to use the information or material from the application please contact the Department Disclaimer The Commonwealth accepts no responsibility for the accuracy or completeness of any material contained on this
9. The comprehensive assessment will be marked as Awaiting Delegate Decision Assessments Find a client Find a service Reports My Aged Care Tasks and id interact tificati Home Support plan and services AAN Theresa Hill support plan and services You have report s that are ready to be downloaded To download go to Reports page Recommended care requiring delegate decision Residential Respite Low Care Priority High This recommendation requires a delegate decision SEE Submit for Delegate decision You are about to send this support plan to the Delegate for their decision 80 My Aged Care Assessor Portal User Guide Part Two Step Two You will receive a confirmation message that the support plan has been sent to the Delegate for decision Any services you recommended as part of the assessment which require approval will have a status of Awaiting Delegate Decision Home Support plan and services YES Theresa Hill support Plan AN Services amp ersun ser aZ iia Manage services amp referrals Recommended care requiring delegate decision Residential Respite Low Care Priority High This recommendation is awaiting delegate decision 81 My Aged Care Assessor Portal User Guide Part Two 3 6 9 Printing a support plan To print a copy of the client s support plan follow the steps below Step One Select Printer friendly version 9 S myagedcare Support plan and se
10. e Assign items for decisions e Decide whether to approve or not approve a client for care types under the Act after a comprehensive assessment Request corrections to care approval decisions e Decide whether to approve requests for care extensions In order to make a decision on a given item in the queue you must assign the item to yourself 4 1 Assigning item for decision To assign items for decision follow the steps outlined below Step One Select Delegate Decisions on the homepage a gt myagedcare Welcome Jack B 104 My Aged Care Assessor Portal User Guide Part Two Step Two You will be directed to the Delegate queues There are two tabs Decisions pending and Decision history Select the Decision pending tab This will display the list of items which require decision by a Delegate 1800836 799 asme EE ioe atom assessment Loo a d i a as myagedcare ESISKIEIIES E Finda cient g service Reports a Home Delegate decisions Decision pending Christian ADAMS Jack Mitchell e details oe record by Linc at he left hand lis Awaiting Delegate Decision i O Hig Unassigned Tessa WILSON Awaiting Delegate Decision Medium Theresa HILL You can sort the items in the queue to view the items you are assigned or those which have not yet been assigned using the drop down menu at the top of the queue Step Three Select the arrow on t
11. to display a summary of the client s information on the right hand side of the page Select kiaia Mon Fri Bam Sat 10am lack fr Find a chent Reports My Aged Care Tasks and nosficatons a oe 4 15 June 1931 Referred from on a Assessor a Delegate Jack Mitchell Recommended care Residential Respite Low Care Step Two Nominate another Delegate to assign the item to or select the option Place back in delegate queue if you want to unassign it Select Reassign Re assign delegate decision for Tessa Wilson Delegate decision currently assigned to Jack Mitchell Re assign to Place back in delegate queue 107 My Aged Care Assessor Portal User Guide Part Two Step Three You will receive a confirmation message that you have either reassigned or unassigned the queue item 1300 836 799 montns opn TAPED Wetarne Jack tom U assessment Logat MB Sex AAAH oe Find a cient gm a service Reports gy Bl ae al Home Delegate decisions Decision pending You can view more details of a record by selecting from the left hand list 108 My Aged Care Assessor Portal User Guide Part Two 4 3 Making Delegate decision To record the Delegate decision follow the steps below Step One From the Decision pending tab select the arrow on the Client card to display a summary of the client s information on the right hand side of the page Select Start decision process
12. My Aged Care Assessor Portal User Guide Part Two Team Leader Assessor Delegate and Delegate Support Functions June 2015 www myagedcare gov au My Aged Care Assessor Portal User Guide Part Two Contents 1 Background and overview of the assessor POrtal cccecceceeeeceeeeeeeeeeeeeeseeeeseeeeseneenaes 4 1 1 Purpose of the Guide ccecccccccccssecceeeeeeseeeeeseeeeeseeeeeseeeeeseeeeseesesseeeessaeeesseeeesaeeees 4 1 1 1 What this Guide GOES NOt COVED asneira a 4 1 1 2 DOCUMENL KCY tanta 4 Mee WOW WCU Sie saexcatecetccasnceanacesecsvavesexceuccaneteaccueneeacexcntreatecusvecducnavacteacesaceanacvaeteenteeaguicen 5 1 3 Introduction to using the assessor portal c cc eeccceeeeceeeeceeeeceeeeseeeesseeesaeeeseeeeseees 9 1 3 1 Further information enquiries and technical support sssesssssesssseresressrreereeen 10 1 4 Preparing to access the assessor POFtal ccccecccseeeceeeeeeeeeeeeeeseeeeseeeeseeeeseneenanees 11 1 4 1 AUSkey and technology requirements cccccccccceececeeeeeseeeeesseseesseseeseaeeenes 11 1 4 2 What is AUSkey 0 00 cccccccceeeeceeeeeeeeeeeseeeeeseecesseeesseeeesseeeesseseeeaeeesaeeegas 11 1 4 3 What will you need to use an AUSKECY ccccceececseeeeeeeeeeeeeeeesaeeeeseeeeesaaeeeeas 12 1 4 4 Organisation ACCESS FEQUIFEMENHS cccccccceececeeeeceeeeeeeeseeeeseueeeeeeesaeeesaeeeas 12 1 4 5 Where can you go for more information ccc
13. Part Two Note If you have not finished completing the NSAF and want to complete it at a later time select Save Assessment You can continue the NSAF by following Steps One to Three from your In Progress assessments in your Current Work tab A The questions and screens displayed will depend on the level of assessment being undertaken Completing questions may result in other questions being added or removed Information will only pre populate into the NSAF where the previous assessment event has been marked as completed i e a home support assessment will only prepopulate where the preceding screening has been marked as Complete Prompts will appear at the top of each page and next to each field where information that is mandatory has not been completed Ticks will appear on the left hand side navigation panel when all mandatory questions marked with an asterisk have been completed for that section For comprehensive assessment screens will be condensed on the navigation menu under Domain headings Select the Domain heading to access question screens related to that Domain Reason for Contaci Social Domain Curent Support Carer Overview Family Community Engagement amp Support Medical Domain Physical Domain Psychological Domain Home amp Personal Safety O My Aged Care Assessor Portal User Guide Part Two Step Four Select Finish Assessment and continue to support pla
14. Step Two A confirmation message will be displayed Select Recall referrals Recall referral You are about to cancel and recall a referral for Allied Health and Therapy Services for Grace Lee Recalled referrals cannot be re sent Select the referrals to be recalled from the list below AYK Northern Services AYK Eastern Services Recall referrals Cancel 99 My Aged Care Assessor Portal User Guide Part Two Step Three You will receive a confirmation message that the referral s have been recalled 1800836799 aiiim ERE vetoes tom ues ssesmes togo BS myagedcare KERNIE Departament uf Social Services Assessments Findaclient genes Reports os ae Home Support plan and services Grace Lee support plan and services B Prnt support pian Services not yet in place Allied Health and Therapy Services Selected providers View details High priority AYK Eastern Services AYK Northern Services Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Jo om Manually arrange viaa code Remove this service recommendation Transport Direct driver is volunteer or worker 100 My Aged Care Assessor Portal User Guide Part Two 3 8 Finalising the assessment When you have completed the NSAF completed the support plan referred clients for any services required noting Delegate approval may have
15. V Complete 141 My Aged Care Assessor Portal User Guide Part Two Step Five Select Complete Unknown My client has identification My client has no valid ID at this time My client is unable to produce ID Please check two types of ID from the following list If you do not select two documents the wallet check cannot be uploaded and the information will be discarded during the upload process By ticking each box you are confirming that you have sighted the original document C Common types of identification v Medicare Card DVA Card Wallet check v Drivers License Australian Health Care Card Passport Show more types of identification that can be sighted Date that you performed the wallet check 16 v June v 2015 v If you successfully completed the wallet check a box will display to confirm that the wallet check has been completed Unknown Wallet Check F d Wallet check has been completed Wallet check A If you are unable to sight two identification documents a reminder to complete a wallet check will display in the client record until a wallet check can be completed 142 My Aged Care Assessor Portal User Guide Part Two 6 Undertaking assessments Assessors will be able to use the myAssessor app to e Undertake assessments for downloaded clients e Undertake assessment for clients not downloaded on the device A The process for undertaking assessments that you have downloade
16. using Windows version 8 1 Professional The myAssessor app can only be used by one assessor and access cannot be shared 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 126 My Aged Care Assessor Portal User Guide Part Two A The myAssessor app will timeout if inactive for five minutes Please note the screenshots below feature the myAssessor app on the Windows Surface Pro 3 12 using Windows version 8 1 Professional If you are using another device the myAssessor app will render slightly differently 127 My Aged Care Assessor Portal User Guide Part Two 1 Activating the app A Prior to using the myAssessor app assessors will need to e Download the app e Have a staff account in the My Aged Care assessor portal e Call the My Aged Care service provider and assessor helpline 1800 836 799 to receive an activation code The activation code will be active for 24 hours from the time it is issued If your code expires call 1800 836 799 to have another code issued Note you do not need an AUSkey installed on the device to use the myAssessor app To activate the app follow the steps below Step One Open the app Step Two A Welcome page will display You will be reminded you that you need a staff account in the My Aged Care assessor portal and need to call 1800 836 799 t
17. Goals amp recommendations SUT Ta Associated People Review _ S a Services not yet in place Allied Health and Therapy Services High priority Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Find Manually arrange via a code Remove this service recommendation Low priority Recommended start date None Recommended review date None Recommended end date None Step Two Enter search criteria and select Search t 1800 836 799 pre iun pag TT Welcome Eric from UKJ Assessment Logout oa a myagedcare CACHO Department of Social Services Assessments Finda client ae Reports My Aged Care Seea Home Support plan and services AS Choose service clit for Grace Lee identi Eni eed PINTE T econ SEE ORE EES cp ea ee Sg ee Ga LR EES E IET A d ni eds Cii Client Motivations Goals amp Go x recommendations _ Mana e services amp r eier rals ASSOC d Peop adal Review All fields marked with an asterisk are required Service Type Allied Health and Therapy Services C ATS Health Worker C Dietician or Nutritionist O Diversional Therapy Exercise Physiologist Vi Occupational Therapy Ongoing Allied Health and Therapy Services C Other C Physiotherapy O Podiatry C Psychologist O Restorative Care Services Social Work Speech Pathology Find services Near client address No address provided
18. Occupational Therapy Client preferences No preferences found Comments to the provider for this referral 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 1800836799 irae EE vetore ei tom uns assessment tooo Se a myagedcare OJISE g Department of Social Services Assessments Finda client eee service Reports Bae al Home Support plan and services Grace Lee support plan and services BD Pret sport pian Allied Health and Therapy Services Occupational Therapy Selected providers View details High priority AYK Eastern Services AYK Northern Services Recommended start date None Recommended review date None Recommended end date None Associated with No associated goals Awaiting response Recall Services pending 95 My Aged Care Assessor Portal User Guide Part Two 3 7 3 Generating a referral code To generate a referral code for a service follow the steps below Step One On the Manage services amp referrals tab select the Manually arrange via a code link for the service a gt myagedcare Home Support plan and services Grace Lee support plan and services Print support plan Identified needs Client Motivations Goals amp recommendations Manage services amp referrals Services not yet in place Allied Health and Therapy Services Hig
19. gt AC02880698 RICHMOND 55 My Aged Care Assessor Portal User Guide Part Two Step Two You will be prompted to review and update information from the client s profile Once the required information is entered select Continue to assessment Before you start the assessment Please check the following information for this client before starting the assessment All fields must be completed before the assessment can begin All fields marked with an asterisk are required Personal details amp Identification First name Jaqueline Middle name Last name Carter Background Please enter the date of birth If the date of birth is not known please enter an estimated age in the Age field This will then be used to automaticaly determine an approximate date of birth for the Client Date of birth Estimated age e g dd mm vyyy e g 80 09 04 1940 75 Gender Not Specified Country of birth England v Ethnicity English Step Three The NSAF will be displayed It will contain information from previous screening or assessment events if applicable Complete the assessment Assessments Completing questions may result in questions being added or removed from the assessment form Event Details Cate of avert Ale Mere other parBeoparte Me have Deen consulted pros to tne areseaent 56 My Aged Care Assessor Portal User Guide
20. 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 This section steps you through how to View referrals Accept referrals Assign a referral to an Assessor Indicate that an assessment will be undertaken outside My Aged Care Reassign or unassign referrals Reject referrals 2 1 Managing referrals Once a referral is received Team Leaders will manage referrals by either e Accepting the referral or e Rejecting the referral Once accepted the Team Leader will assign the referral to an Assessor 2 2 Viewing referrals To view referrals follow the steps below Step One From the homepage select Referrals 1800836799 ar ae myagedcare Assessor Portal Welcome Anna 22 My Aged Care Assessor Portal User Guide Part Two Step Two You will be view referrals via the Incoming referrals Accepted referrals and Referral history tabs a eae myagedcare Home Referrals ie Referrals Seer ames Priority Low to High bd GO L Wilson STEPHEN If you are searching for a particular referral you can use Find a client selected from the homepage by entering a first or last name Alternatively you can sort referrals by priority high to low or low to high 23 My Aged Care Assessor Portal User Guide Part Two 2 3 Accepting re
21. married Communication requirements Di ricate oes not need help to commur Identity documents ID Centrelink Customer Reference Number CRN 9999999998 Aged Care ID AC67885616 Identity status identity check status Matched Health Insurance No health insurance provided Address details Home address Apartment 200 Vue Level 1 1 200 Anketell Interchange Greenway ACT 2900 A Client information is set to read only If you need to make any changes to the information you can use the Notes function to remind yourself to make the necessary changes when you have uploaded the assessment to the My Aged Care assessor portal The Wallet check page displays the status of the wallet check Miranda Bowman Wallet Check X d Wallet check has been completed 137 My Aged Care Assessor Portal User Guide Part Two The Support plan and Approvals page displays information collected during screening and previous assessments if applicable It will also contain information about Approvals if applicable Miranda Bowman Current Support Plan Assessment information Screening was completed on 17 April 2015 Client acknowledgement received on 17 April 2015 Recommended assessments The following assessments are recommended Home Support Assessment High p ty e o Needs identified at assessment Support plan and Approvals The Attachments page is a feature that allows you to ad
22. ACAP for their decision v Step Seven You will receive a confirmation message that the correction request has been submitted to ACAP BS myagedcare HRANA Ki Find a client oe Tasks and notifications Home Support plan and services fay Theresa Hill support plan and services E Printer tiendty version needs MRC te Seen ir gt Goal Be able to retum to bowls Motivation to achieve 10 Status In Progress A Correction requests are able to be submitted up to 14 days after initial delegation 117 My Aged Care Assessor Portal User Guide Part Two Attachment A First time login to the assessor portal Before you login to the assessor portal for the first time you need to activate your account by completing the following steps A You must have an individual AUSkey linked to your organisation to access the assessor portal For more information visit https abr gov au AUSkey Step One Go to the Information for Assessors section of the DSS website at www dss gov au information for assessors and select the My Aged Care Assessor Portal link The assessor portal can also be accessed at https myagedcare assessorportal dss gov au jrants Sareers Ministers Jontac 5 Home About the Department Our Responsibilities Information for Assessors The My Aged Care assessor porta Support Material for using the My Aged Care assessor portal The following support material to help assessors us
23. Be able to look after my house Manual referral code 9073 Awaiting response Step Four To generate a letter with the code for the client select Generate Referral Code Letter Services pending Domestic Assistance General House Cleaning Low priority Recommended start date None Recommended review date None Recommended end date None Associated with No associated goals Manual referral code 35291 Awaiting response Services in place Transport AYK Eastern Services Service commenced 17 June 2015 Accepted 18 June 2015 Recommended review date None Recommended end date None Direct driver is volunteer or worker Associated with No associated goals 97 My Aged Care Assessor Portal User Guide Part Two The letter will generate as a report If the request takes longer than expected it will appear in the Reports tab Generating report You will be redirected to the Reports page if the request takes longer than expected Step Five You will have the option to Open or Save the report or view the letter in the Reports tab Code Letter Do you want to open or save BIP ACG Referral Code List of Providers Report PDF 94 8 KB from usa myagedcare assessorportal fms gov au x Open Save M Cancel 1800836799 oier E weconet rom ues Assessment oon Py a myagedcare EIES Q IE Reports Assessments Find a client Find a service My Aged Care Tasks and provide
24. Ert fom UKJ Assessment Logout se myagedcare DACO Department of Secial Services Assessments Finda dient grit tana Reports oa a Home Support plan and services Grace Lee support plan and services B Print support pian dations SUL ee SCC AS Services not yet in place Allied Health and Therapy Services Occupational Therapy Selected providers View details High priority AYK Northern Services AYK Eastern Services Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Change this selection Remove this service recommendation 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 1800836799 anini it iine Bk bom Aap a myagedcare AliSIelale g Assessments Findactient Reports Home Send referrals A Send referrals amp Print support plan fied needs Client Motivations Goals amp recommendations Manage services amp referrals_ Associated People Review _ You are about to send referrals to the following providers To change your preference order use the options below Provider list if AYK Northern Services AYK Eastern Services Referral for service Grace Lee Goat Be able to look after my house Please provide the following Allied Health and Therapy Services subtypes O
25. Information for Assessors section of the DSS website at www dss gov au information for assessors and select the My Aged Care Assessor Portal link The assessor portal can also be accessed at https myagedcare assessorportal dss gov au assessor portal to update their organisation s details and familiarise themselves with the new functionality prior to 1 July Support Material for using the My Aged Care assessor portal The following support material to help assessors use the My Aged Care assessor portal Is available Guidance documents My Aged Care Assessor Portal User Guide Part One Administrator functions My Aged Care Guidance for Assessors 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 a F 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 VY CANCEL X Copyright 14 My Aged Care Assessor Portal User Guide Part Two Step Three After you select Continue the assessor portal homepage will be displayed 1200836799 aine EE Morenn somn u
26. Part Two 3 9 Cancelling an assessment You should only cancel an assessment if you have not conducted an assessment If you have conducted an assessment you will need to record as much information as you can in the NSAF and mark the assessment as complete In order to cancel an assessment follow the steps outlined below Step One Select Cancel assessment no further action required in the NSAF Completing questions result in questions being added or removed from E ATO E Health Conditions O Select for removal eakh or mental heakh condit Add Instance Remove Instancels Finish questionaire and continue to support plan Vance 355655 t Step Two You will need to record the reason for ending the assessment and add a comment and then select Cancel Assessment Cancel assessment no further action required Reason for ending the assessment Client medically unstable v hospital with a fractured hip A Further assessment to take place y Comment once stabilised 102 My Aged Care Assessor Portal User Guide Part Two Step Three You will receive a confirmation message that the assessment has been cancelled Home Client IBJ theresa Hil 103 My Aged Care Assessor Portal User Guide Part Two Delegate 4 Delegate role People who perform the Delegate role need to be assigned the Delegate role in the assessor portal Delegates will use the assessor portal to
27. and Department of Social Serviers Home Client Roy Howard Step Three A page is displayed to record whether the client has identification that will allow you to complete the process Wallet check My client has identification O My client has no valid identification this time My client will be unable to produce valid identification If you have selected My client has identification go to Step Four If you have selected My client has no valid identification this time because the client is unable to produce the required identification during your contact with them you will receive a message confirming that a wallet check should be completed at a later date 90 My Aged Care Assessor Portal User Guide Part Two 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 Proceed to Step Five Wallet check My client has no valid identification this time O My client will be unable to produce valid identification Cannot complete wallet check You are recording that at this time the client has no valid identification and should be asked again in the future Save details Cancel If you have selected My client will be unable to produce valid identification a message will be displayed to record that you are unable to complete the wallet check and that it wil
28. assessment Home Support plan and services A Grace Lee support plan and services Print suppor plan Identified needs Client Motivations Goals amp recommendations Manage services amp referrals Associated People Review Client goals Add area of concem A Concern Mobility Add a goal gt Goal To be able to look after my home Motivation to achieve 10 Status In Progress Other Recommendations Add a general recommendation Add a service recommendation Assessment recommendation Home Support Assessment Recommend further assessment Recommend this client be referred for a comprehensive assessment Step Two A page will be displayed to allow you to enter the reason and priority for assessment and record the client s consent Recommend further comprehensive assessment All fields marked with an asterisk are required Reason Priority for the assessment Please select v iv Client has given consent to participate in the assessment Save to plan Cancel 79 My Aged Care Assessor Portal User Guide Part Two 3 6 8 Submitting comprehensive assessments for Delegate decision Once the ACAT assessor has completed the support plan they will be taken to the Decisions tab in the support plan To submit a comprehensive assessment for Delegate decision follow the steps below Step One Select Save and submit for Delegate decision and then select Submit
29. been required prior to referrals being issued and reached the point of effective referral you should finalise the assessment To finalise the assessment follow the steps below Step One Select Finalise support plan on any of the tabs in the support plan page ie B a gt myagedcare Depa Social Home Support plan and services Grace Lee support plan and services Printer tiendi version Identified needs Client Motivations ERK CE STU Manage services amp referrals Associated People Review Client goals Add a goal Concern Mobility gt Goal To be able to look after my home Motivation to achieve 10 Status In Progress Other Recommendations f Allied Health and Therapy Services Visit a GP for a check up i Assessment recommendation Home Support Assessment Step Two A pop up box will be displayed You will need to record an outcome against each recommended service to indicate the status of each service Finalise support plan Service Recommendations All fields marked with an asterisk are required Allied Health and Therapy Services Recommendation outcome Select one y Are you sure you want to finalise this support plan Yes finalise this support plan No cancel Where it is not actioned you will need to record a reason When you have completed the required field select Finalise this support plan 101 My Aged Care Assessor Portal User Guide
30. myagedcare CACA Assessments Find a client a service Reports My Aged Care Leil Home Support plan and services Jaqueline Carter support plan and services Print copy of support pian uit Client Motivations Goals amp recommendations Manage services amp referrals Associated People Review The following needs and considerations were identified as part of the assessment To change them you will need to re open the assessment for Jaqueline Carter Summary of needs No summary of needs found Other considerations Health conditions Significant Psychosocial concerns Recent discharge from hospital Falls Complexity indicators identified No complexity indicators found Aamukop cus Complete support plan and continue to match and refer 09 My Aged Care Assessor Portal User Guide Part Two 3 6 1 Adding an area of concern To add information about an area of concern follow the steps below Step One Select Goals amp recommendations 1800836799 onune g vdeemot Seen Ud Aaaa Logett ES GAHE Assessments Finda client ey Reports pica _ Home Support plan and services PAS sical Carter Mes pene and services Printer friendly version Client goals Add area of concem Other Recommendations Add a general recommendation Add a service recommendation l Assessment recommendation Home Support Assessment Recommend further assessment Recommend this client be re
31. provider Choose service provider for Grace Lee Client Motivations Goals amp recommendations All fields marked with an asterisk are required Service Type Allied Health and Therapy Services ATS Health Worker Dietician or Nutritionist Diversional Therapy Exercise Physiologist Occupational Therapy Ongoing Allied Health and Therapy Services Other Physiotherapy Podiatry Psychologist Restorative Care Services Social Work Speech Pathology Find services Near client address No addre Enter provider name AYK Search Cancel 2 providers matched criteria Select all AYK Eastem Services AYK Northern Services Rcxmono Senice T vos moa Gain saoe RY Ph 03 9314 6254 Ph 03 9486 9523 Wartst avaiable Wartst avaiable 84 My Aged Care Assessor Portal User Guide Part Two The following message will be displayed if an appropriate service provider is not found Home Support plan and services Choose service provider for Grace Lee You searched near 2850 for Allied Health and Therapy Services providers offering Occupational Therapy But there were no providers found matching all of the above criteria Identified needs Client Motivations Goals amp recommendations Manage services amp referrals All fields marked with an asterisk are required Service Type Allied Health and Therapy Services ATSI Health Worker Dietician or Nutritionist Diversional Therapy Exercise Ph
32. representative regular or authorised via the assessor portal where required Further information is available in Guidance for Assessors A When creating an authorised representative for a client you must scan and attach their documentary evidence of authority where it is applicable Attachments relating to the authority of an authorised representative such as Power of Attorney documentation should be attached to the representative s record not to the client s record To register a representative follow the steps below Step One From the client s record follow the steps in Section 3 1 to find the client select Client Details Information about representatives is at the bottom of the Client Details page Step Two View representative s information and confirm representative has not already been established linked to the client record Select Add representative About Roy showa Personal information Born 29 July 1937 Edit gt Identity Information f Communication Needs Service Information l Payment Details gt Health Insurance fi Address Details gt Contact Representatives show ai People that represent Roy Howard People that Roy Howard represents No relationships No relationships Other relationships No relationships 45 My Aged Care Assessor Portal User Guide Part Two Step Three Enter the first name or last name of the representative to see whether the
33. the assessment assessors can access Supplementary Assessment Tools to use during the assessment When you tick that you would like to use a Supplementary Assessment Tool the tool will be listed automatically under the relevant section Miranda Bowman Assessment menu Are you concerned about your level of physical activity Yes No Event Details Reason for Contact Comments Further information Current Support Prompts BMI drug use sexual health advance care plan in place appropriateness of Home Medicines Review Carer Overview Family Community Engagement amp Support Supplementary Assessment Tools Health Conditions i i 7 Select any Supplementary Assessment tools you wish to use in assessing this client Vv Health v Y Mini Nutritional Assessment vY v Health Cont Mini Nutritional Assessment Outcome Health And Lifestyle Mini Nutritional Assessment Screening Other Health and Lifestyle Tools Function vY Cognitive Other Health and Lifestyle Tools Outcome Psychosocial Home amp Personal Safety Step Four When you have finished the assessment you will add information in the Support Plan and Support Plan Notes sections Please note that you will need to use the Support Plan Notes section to develop the support plan Miranda Bowman Assessment menu Carer Overview Support Plan Notes Family Community Support Group 1 Engagement amp Support PP P Health Conditio
34. this selection Remove this service recommendation Step Six To send the referrals to waitlist select Send referrals 8 1800 836799 one fr Welcome Ent tom UKJ Assessment Logout Ba myagedcare IMEI Department of Social Services Assessments Findactient a Reports gri eteni a Home Support plan and services Grace Lee support plan and services E ssnipe nendations L E AGGL Associated People Rev Services not yet in place Allied Health and Therapy Services Occupational Therapy Selected providers View details High priority AYK Eastern Services AYK Northern Services Recommended start date None Recommended review date None Recommended end date None Associated with No associated goals 94 My Aged Care Assessor Portal User Guide Part Two Step Seven Review preferences record comments for the service provider optional and select Send Referrals 1800836799 inan Wetome Ert tom UKJ Assessment Logout ae amp myagedcare EIERS Department of Social Services Assessments Find a client service Reports ee eee Send referrals to waitlist ee ee ore You are about to send referrals to the waitlist of the following providers To change your selection use the options below Provider AYK Eastern Services AYK Northern Services Referral to waitlist for Grace Lee Goal To be able to look after my house Please provide the following Allied Health and Therapy Services subtypes
35. to perform an assessment using a version of the National Screening and Assessment Form NSAF and create a preliminary Support Plan Once the assessor has internet connectivity the assessor will upload the information and use the decision support capability to verify the client s eligibility for services and the actions they recommended in the Support Plan 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 The client s consent will need to be obtained prior to any referrals being sent The myAssessor app also enables assessors to conduct an assessment for a person who may not have previously registered with My Aged Care The processes that assessors will be able to undertake using the app include Downloading referrals for assessment or adding a new client Viewing information about a client Completing identity verification wallet check Undertaking assessments Uploading assessment information to the My Aged Care assessor portal Removing assessments from the app You will not be able to download referrals for assessments when you are offline You will be able to perform all other processes listed above when you are online and offline The myAssessor app is supported on e Samsung Galaxy Note 10 1 2014 edition using Android version 4 4 2 e Apple iPad Air iPad Air 2 9 7 using iOS version 8 2 e Windows Surface Pro 3 12
36. up to date list of the referrals you have been assigned you can select Refresh Referrals in the top right hand corner of the app when you are connected to the internet lf 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 Step Two Select Download on the client card you want to download My Clients 133 My Aged Care Assessor Portal User Guide Part Two Step Three The client card will fade and Downloading client will appear My Clients Miranda Bowman 2 an Step Four When the assessment has successfully downloaded the text will change to blue and you will have the option to Go to assessment You will now be able to conduct the assessment either online or offline My Clients Natalee Bartlett Miranda Bowman 134 My Aged Care Assessor Portal User Guide Part Two 3 2 Adding a new client You can complete an offline assessment for a person whose referral you have not downloaded If the client has not been referred to you for assessment you need to call 1800 836 799 to discuss the person s registration status with My Aged Care lf you undertake an assessment for a new client without calling 1800 836 799 first i e if you have no mobile coverage you will need to contact the contact centre to register an
37. Check My client has identification My client has no valid ID at this time My client is unable to produce ID TT z Wallet check If you selected My client has identification go to Step Four If you selected My client has no valid ID at this time because the client is unable to produce the required identification during your contact with them you will receive a message confirming that a wallet check should be completed at a later date Go to Step Five If you selected My client is unable to produce ID a message will be displayed to record that you are unable to complete the wallet check and that it will not be able to be completed at a future date go to Step Five Step Four The page will be expanded to allow you to record the type of documentation sighted and the date that you performed the wallet check You will need to sight two types of identification Unknown1 My client has no valid ID at this time My client is unable to produce ID Please check two types of ID from the following list If you do not select two documents the wallet check cannot be uploaded and the information will be discarded during the upload process By ticking each box you are confirming that you have sighted the original document Common types of identification a ma v Medicare Card DVA Card Wallet check Vi Drivers License Australian Health Care Card Passport Show more types of identification that can be sighted
38. Near suburb or postcode By provider name Enter suburb or postcode and select from the list bef Service delivery At client location At service provider location 91 My Aged Care Assessor Portal User Guide Part Two View the search results The search results will be sorted to display the most relevant service providers first or randomised in the case of equal relevance The availability of the service and waitlist is displayed for each service provider VERN Choose service provider for Grace Lee identified needs Client Motivations Goals amp recommendations All fields marked with an asterisk are required Service Type Allied Health and Therapy Services ATSI Health Worker Diversional Therapy i Occupational Therapy Other Podiatry Restorative Care Services Speech Pathology Find services Near client address No address provided Enter provider name AYK Search Cancel 2 providers matched criteria Select all AYK Eastem Services Service available Yes O RICHMOND Ph 03 9314 6254 Manage services amp referrals Associated People Review Dietician or Nutritionist Exercise Physiologist Ongoing Allied Health and Therapy Services Physiotherapy Psychologist Social Work Near suburb or postcode By provider name AYK Northern Services QO Richmond Ph 03 9486 9523 Service availabie BAG Step Three Select the client s preferred service provider s ask th
39. Removing assessments from the device A Removing a downloaded assessment from the device will permanently delete the record from the device To remove a downloaded assessment from the device follow the steps below Step One Open the app and enter your PIN following the process in Attachment C Section 2 The My clients page will be displayed Select Go to assessment My Clients Unknown Miranda Bowman Q O Apartment 200 Vue Level 1 1 200 Anketell Interchange aa aA Greenway ACT 2900 I Go to assessment Step Two From the Client page you can remove the record from the device by selecting Remove from Device Miranda Bowman 7 About Miranda E Personal information About Born 14th March 1945 Australian born in India married registered de facto lives with friends Communication requirements Prefer to speak Hindi Does not need help to communicate Translating and Interpreting Service TIS required for English Identity documents ID Centrelink Customer Reference Number CRN 999999999B Aged Care ID AC67885616 Identity status Identity check status Matched Health Insurance No health insurance provided Address details Home address Apartment 200 Vue Level 1 1 200 Anketell Interchange Greenway ACT 290 152
40. Services Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Awaiting response Recall Services pending 89 My Aged Care Assessor Portal User Guide Part Two Step Ten Once the referral has been accepted by a service provider the service will be displayed under the Services in place A9 1800836799 mn ae ola a myagedcare Home Support plan and services N Grace Lee support plan and services Print support pian Allied Health and Therapy Services AYK Eastern Services Service commenced 17 June 2015 Occupational Therapy Accepted 18 June 2015 Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Services not yet in place Once all referrals have been issued you should proceed to finalise the support plan and assessment by following the steps outlined in Section 3 6 6 90 My Aged Care Assessor Portal User Guide Part Two 3 7 2 Sending referrals to waitlist Step One Under the Manage services amp referrals tab select Find for the service that you want to match and refer for 1800836799 anina oa a myagedcare CAORS Departinest of Social Services Assessments Find adclient jne Reports mapaa Boml Home Support plan and services A Grace Lee support plan and services E Pioi Identified needs _ Client Motivations
41. Services Assessments Find a client a a service Reports ame aand and Home Tasks and Notifications Ef asks and notifications Due Date Task 26 February 2015 All referrals for this service have been rejected Aged Care User Id AC87242350 I ve actioned this 10 March 2015 All referrals for this service have been rejected Aged Care User Id AC40712291 I ve actioned this Step Three To view notifications select Notifications Welcome Morgan fom Aged Care Assessment Team ACAT Alice Springs Urban Logout BS myagedcare DAONA joes Assessments Find a dlient Finda aee Reports moa Tasksand and Home Tasks and Notifications PA Tasks and notifications Date received Notification 23 June 2015 Activity type tificatio tivity s ub ye Fomai Detegaie e Decisi rr Don A Delegate decision has been made on the following Assessment Assessment 1 OlEL Neil Ca pine r Id AC19807502 23 June 2015 pre type Notification type Formal Delegate Decision com A a decision has been made on the following Assessment Assessment 1 2J7UF Aged Care User Id AC50747161 21 My Aged Care Assessor Portal User Guide Part Two Team Leader 2 Team Leader role 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 Referrals have a priority status low medium high Further information about the
42. al Specialist Australia Did this person participate in the planning process Yes No Has the client consented to providing a copy of this plan to this person Yes No Provided with a copy of the support plan Add people 76 My Aged Care Assessor Portal User Guide Part Two 3 6 6 Completing the Support Plan A The RAS need to undertake this step when they are ready to refer clients for services ACATs need to undertake this step when they are ready to send the assessment and support plan to the Delegate for a decision whether to approve care under the Act To complete the support plan follow the steps below Step One Navigate to the Goals amp recommendations tab in the support plan Home Support plan and services MAA Theresa Hill support plan and services Printer tend ve You have report s that are ready to be downloaded To download go to Reports page ee TTT ME Decisions Manage services amp referrals Associated People Review Client goals Add area of concem A Concern Performing tasks around my home independently Add a goal gt Goal To be able to maintain my house on my own J Edit J Remove Motivation to achieve 8 Status In Progress Concern To maintain social contacts Add a goal Step Two For home support assessment select Complete Support Plan and continue to match and refer The home support assessment will now be marked as Completed Other R
43. 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 is available between 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 assessor portal by selecting the My Aged Care Interactions icon on the homepage 7800836799 amame Welcome Jeremy fom UKJ Pty Lid Logout her ee myagedcare Assessor Portal Welcome Jeremy ped por Organisation administration So a a Tasks and My Aged Care Reports notifications interactions Further information to support the use of the assessor portal including fact sheets videos FAQs is available at www dss gov au MyAgedCare My Aged Care Assessor Portal User Guide Part Two 1 4 Preparing to access the assessor portal The steps to prepare to access the assessor portal are outlined below 1 4 1 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 email address They will need this prior to logging on for the first time 1 4 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 Ma
44. art Two 1 3 Introduction to using the assessor portal The My Aged Care assessor portal is used to Create client records in certain circumstances Manage referrals for assessment issued by My Aged Care contact centre staff Access and update client records Conduct assessments home support and comprehensive using the NSAF Develop a Support Plans Support Delegation processes after comprehensive assessments including sending the Delegate decision letters Refer clients for aged care services or further assessment e Generate reports e Access forms e g Application form From July 2015 assessment organisations will be able to access the myAssessor App or a printed version of the NSAF to support assessments to be conducted in circumstances where the assessor does not have access to the internet Further information about the myAssessor App is available at Attachment C A Staff must have an individual AUSkey linked to their organisation to access the assessor portal For more information visit https abr gov au AUSkey 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 Assessors My Aged Care Assessor Portal User Guide Part Two 1 3 1 Further information enquiries and technical support A My Aged Care service provider
45. ble for printing client information including Delegate notification letters to support the Delegate Client service information Inbound referral An online form accessed from the My Aged Care website The form form can be used to recommend a person for aged care services The form may initiate registration screening assessment and referral for service My Aged Care Assessor Portal User Guide Part Two 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 An outlet is how your organisation is represented in the assessor portal Electronic referrals will be sent by contact centre staff for assessment services Assessment organisation staff will also be allocated to outlets RAS The My Aged Care Regional Assessment Service RAS will conduct a face to face home support assessments 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 digit 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 code
46. board Assessments not started Vincent LANKFORD Vince Vincent LANKFORD Vince AC46191854 AC46191854 o Aged 69 16 July 1945 Male i 5 l Home Support Referred from Default Organization on 21 February 2015 Latest screening A View 21 February 2015 C Not started O High a Support plan Vi Not started A i Assessments in progress Jamie CLARKE AC34945147 o al Home Support In Progress Low Assessments completed 53 My Aged Care Assessor Portal User Guide Part Two 3 5 2 Accessing assessments To access an assessment follow the steps below Step One Select Assessments on the homepage 1800836799 niem myagedcare Assessor Portal Astras mer nement sf Seisi Sev tows Welcome Eric Step Two From the Assessments page Assessors will be able to see the clients assigned Spm fi Welcome Eric fom UKJ Assessment Logout to them in Current work or Recent work amp 1800836799 giji e myagedcare ARNEE Departreeet of Serial Services Assessments Find aclient Reports My Aged Core aem Home Assessments Dashboard Jaqueline CARTER AC18862136 RICHMOND xl Home Support Not started O Medium Assessments awaiting delegate decision Grace LEE AC02880698 RICHMOND The Current work tab contains assessments which Have not been started Are in progress e Are completed but not yet finalised e A
47. c asesmen opa oe a myagedcare Assessor Portal Department of Social Welcome Justin 15 My Aged Care Assessor Portal User Guide Part Two 1 7 Staff roles in the assessor portal People can be allocated a number of roles for one or more outlets in the assessor portal For the RAS roles include e Administrator e Assessor e Team Leader For ACATs roles include Administrator Assessor Team Leader Delegate Delegate Support A People can be assigned more than one role in the assessor 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 The level of access to functions within the assessor portal depends on the role a person is assigned in the assessor portal The roles should be assigned in accordance with the role the person performs within their organisation and the completion of the associated training A People who perform a Delegate role will need to be assigned the Delegate role as well as the Assessor role in the assessor portal A The purpose of the Team Leader role within the assessor portal is to manage referrals This may be different to your existing organisational structure and who has completed the My Aged Care Team Leader training It is up to each assessment organisation to decide who performs the functions of the Team Leader role in the assessor portal My Aged Care Assessor Portal User Guide
48. cccecseeeeeeeeeeeeeeeeeaeeeesaeeeeseeeeees 12 1 5 How and when to direct people to My Aged Care ccccecccceccceeeeeeeeseeeteeeeaeeeseees 13 1 6 Howto log in to the assessor POFtal cccceccceeccseeeseeeseeeeeeeeseeeseueeeeeeseeeseueeneeenaess 14 1 7 Staff roles in the assessor portal c cee cccceecccceeeeeseeeeeseeeeseeeeesseeeeseeeeesseeeeseeeesaees 16 LA AAOWME DAG CS VOWS oes arn EEEE EER EEAS 18 1 8 Viewing tasks and notificationS neneennannnnnnennennennnnnnnnerrrrnrnrnnrnnrrnrrnnrnnrerrennnne 21 2 BEAMS AGS hr MO le a 22 2 1 MANAGING FCISII ANS sessrssesserertssrekise nekke rekke Era Enr EEEN R FaN ERE RIVero RENSKE r EREKE KEKE NERE rE Ni 22 Zi VONT O O ee E EE EE R 22 29 ACCEpUngreloNaAl S erei pnei eE eE EI RENEE EEN ERAEN EREE NEEE ERARE ETER E Saai 24 2 4 Assigning a referral to an ASSeSSOf ccccccceccceeceeeeeseeeeeeeeaeeeceeceueeaeeeseeessueeaeeenaess 27 2 5 Indicating that an assessment will be undertaken outside My Aged Care 30 2 6 Reassigning or Unassigning referralS cccccccscccseecseecceeeceeeseeeeceeecseeseeenseensees 33 2 7 Rejecting a referral ccceccccecccseececeeeeseeeeseeeeseeeeseueeseueeseeesaeeessueeseueeseeeeseeeeseeeesees 35 I ASSOS OTOIO aa E E 37 3 1 Finding a client and viewing the client record cccccceececeeeeseeeeseeeeseeeeseeeeneeeesees 38 32 AUROA AOC ea E 40 3 3 Registering a client or representative ccccc
49. cccscccseeceecceeecseeseueecseeseeeseueeneeenaees 42 3 3 1 Registering a client scx sxcxeacnacentacncueneasacoeazecsseeseecseccasaccagecanceaacesaensaecisazcaceseunseaneus 42 My Aged Care Assessor Portal User Guide Part Two 3 3 2 Registering a representative cccccceeccsececeeeceeceseeeseeeeeeeeneeeseeseueeseeeseeesaeeens 45 Oe ZOMPICIING AEN VENCO ccceccceacerasanaceennesascecsateeeacectaeeaceseaasacaceaececestacceacaceceeace 49 3 5 Conducting AN assessment cccceececseeeeceeeeeceeeeeceeeeeceueeeseeesseueessaeeessaeeessseeseaes 53 3 5 1 Options for conducting assessments ccsscceceeeeeceeeeeceeeesseeeesseeeeeseeeeseeeeeeas 53 992 ACCESSING ASSESSES crrr arena EA ETEEN iinet 54 3 5 3 Starting an assessment nonnnnenenennnnennoennerrnrrrrrsnrrnnrrrsnrrnnrrrnnrrsnrreenrrsnrrnn 55 3 6 Developing a support PIAN cccceecceecccseeceeeceeeeccecseeceuseseeecseeseuseeseesseeseueeneeensees 59 261 AOGING anarea Ol CONC CIN oesie EEEE ARE AE 60 3 6 2 Adding a goal to an area of concern cccccceecccseeeceeeeeeeeeeseeeeaeeesaeeesseeesaeeeeas 62 363 Adding FECOMMENGATIONS seseo Aa 64 3 6 4 Conduct a review of a CIENT ccccceccccseececeeeeeceeeeeceeeeeseeeesseeeessaeeessaeeesaeeeeeas 72 3 6 5 Add Associated People to the client s support plan cc ececcecceeeeeeeeee ees 74 3 6 6 Completing the Support Plan cc cceccccseececeeeeeseeeeeseeeeseeeesseeeessaeeess
50. ccupational Therapy Client preferences No preferences found Comments to the provider for this referral 88 My Aged Care Assessor Portal User Guide Part Two Step Eight Review preferences record comments for the service provider optional and select Send Referrals 1800 836 799 sr Sam ifm Welcome Eric fom UKJ Assessment Logout a myagedcare Bli2 e B 2 4 Assessments Finda client nona service Reports a aame Home Send referrals he Send referrals Print support plan o send referrals to the following providers To change your preference order use the options below Provider AYK Northern Services AYK Eastern Services Referral for service Grace Lee Goat Be able to look after my house Please provide the following Allied Health and Therapy Services subtypes Occupational Therapy Client preferences No preferences found Comments to the provider for this referral Step Nine You will receive a confirmation message that referrals have been sent The current status of the referral s is visible on the support plan 1800836799 arna E wone etm ucs assessment Log S myagedcare DAIS Find a client yr a service Reports pA atom Home Support plan and services Grace Lee support plan and services Print support pian Services not yet in place Allied Health and Therapy Services Selected providers View details High priority AYK Eastern Services AYK Northern
51. d attachments by selecting Add an image The camera on the device will open Miranda Bowman Attachments O Add an IMELE You can add images up to 5MB Attachments The image will only save in the myAssessor app The image will not be saved locally to the device You will need to enter a Name and a Type of image You can also add a description for the attachment in a free text box 138 My Aged Care Assessor Portal User Guide Part Two The Notes page enables you to capture any additional information you need to about the client Miranda Bowman Notes 4 1 Adding information about new clients For new clients you will need to add client details in the About the client free textbox There is a list of things you should try to capture to assist you A It is important that you collect the client s details You will need to provide this information to My Aged Care contact centre staff to enable them to register or find the client When you upload the assessment to the My Aged Care assessor portal this information will be formatted as an attachment You will need to copy and paste this information into the Client details page of the client record Unknown About the client Capture the client s details such as name date of birth country of birth living arrangements language communication requirements contact details address any payments being received health insura
52. d not downloaded is the same You will need to capture additional client details when you conduct an assessment for a person who assessment you have not downloaded to the app If you need to conduct an assessment for a person whose assessment you have not downloaded to the app for example if the partner of the client you are assessing appears to need an assessment for aged care services you should contact 1800 836 799 to confirm that the person does not already have a My Aged Care client record Before you can upload the assessment completed using the myAssessor app to the My Aged Care assessor portal you will need to contact 1800 836 799 to confirm that the person does not already have a client record The steps to take to undertake an assessment are below Step One Open the app and enter your PIN following the process in Attachment C Section 2 The My clients page will be displayed My Clients Unknown Miranda Bowman Q aA 143 My Aged Care Assessor Portal User Guide Part Two Step Two Select Go to assessment A page will be displayed with the name of the client you are about to assess My Clients Unknownt as Miranda Assessment menu Event Details Reason for Contact Current Support Carer Overview Family Community Engagement amp Support Health Conditions Health Health Cont Health And Lifestyle Function Cognitive Psychosocial Home amp Personal Safe
53. d refer the client to your organisation before you can upload the assessment to the My Aged Care assessor portal To add a new client follow the steps below Step One Open the app and enter your PIN following the process in Attachment C section 2 The My clients page will be displayed Select Add new client atl My Clients Step Two A page titled Unknown 1 will be displayed You will be able to add information about the client and undertake an assessment Unknown About the client Capture the client s details such as name date of birth country of birth living arrangements language communication quirements contact details address any payments being received health insurance and people that represent the client 135 My Aged Care Assessor Portal User Guide Part Two 4 Viewing information about clients You will be able to view information about clients collected during screening or any previous completed assessments for your downloaded client cards To view information about clients follow the steps below Step One Open the app and enter your PIN following the process in Attachment C Section 2 The My clients page will be displayed Select Go to assessment If you select the client s name the client details pages will be displayed My Clients Unknown Miranda Bowman O Apartment 200 Vue Level 1 1 200 Anketell Interchange aa A Greenway Wre
54. dently Add a goal gt Goal To be able to maintain my house on my own J Edit J Remove Motivation to achieve 8 Status In Progress Note You may edit or remove the goal once it has been added by selecting either Edit or Remove 63 My Aged Care Assessor Portal User Guide Part Two 3 6 3 Adding recommendations There are three types of recommendations that can be added to a support plan e General recommendations e Service recommendations e A recommendation for a care type under the Act requiring a Delegate Decision For more information about different recommendations see Guidance for Assessors available at dss gov au MyAgedCare 3 6 3 1 Adding a general recommendation To add a general recommendation follow the steps below Step One From the Goals amp recommendations tab select Add a general recommendation Select the arrow beside a goal to view options to add recommendations _ _ poy 1800 836799 r iii kome JK Assassmert Logout n a E S myagedcar EIEN mi ASSESSES Find a chert Find a service Repons My Aged Care Tasks and provider interactions noticabors Iwpartearei id Sa Home Support plan and services Jaqueline Carter support plan and services identified needs Client Motivations JAS Ne Manage services amp referrals Associated People Review Client goals Add area of concern A Concern Performing tasks around my home independently Add a
55. e Ph Waitlist available Add note AYK Eastem Services O Service available Pa Waitlist available Yes Add note Step Five Select which provider s to send the referral to waitlist for Select Save preferences Service available Ph Waitlist available Yes Add note AYK Eastern Services O Service available Yes Ph Waitist available Add note Waitlist preferences Client s options for Allied Health and Therapy Services providers AYK Northern Services 9 Service available Yes Ph Waitlist available Yes Add note AYK Easter Services Service available Yes Ph Waitlist available Yes Add note 93 My Aged Care Assessor Portal User Guide Part Two The Manage services amp referrals tab will display the updated preferences 1800836799 syne Welcome Efe tom UK Assessment Logout _ BS myagedcare DRAM Assessments Finda client aeia Reports bc Soon Pa carmen Home Support plan and services Grace Lee support plan and services B Pont support pian ms Bucur eee Curiae Associated ictus oe Services not yet in place Allied Health and Therapy Services Occupational Therapy Selected providers View delais High priority AYK Eastern Services AYK Northern Services Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Is Change
56. e Level 1 2 All fields marked with an asterisk are required Approval commencement date Approval cease date Eas Comments optional Maximum 255 characters Disagree with recommendation You are about to disagree with the recommendation for Theresa Hill for Home Care Package Level 1 2 All fields marked with an asterisk are required Comments or reason for disagreement Maximum 255 characters on 111 My Aged Care Assessor Portal User Guide Part Two Step Two You will be returned to the Decisions tab where the status of the recommendation will be recorded as either Agreed or Disagreed Home Support plan and services Theresa Hill support plan and services Print support plan Recommended care requiring delegate decision Home Care Package Level 1 2 Priority Medium 31 March 2015 Reason for care Adda care type for delegate decision SoUURCne mm Save and delegate If you have incorrectly marked a recommendation as Agreed or Disagreed you can change this by selecting Change Note that this will only work prior to saving and completing the approval process 112 My Aged Care Assessor Portal User Guide Part Two 4 4 Recording decisions and sending Delegate decision letters To record the Delegate decision follow the steps below Step One When you have ensured the care types you are approving are listed select Save and d
57. e client to consent and select Save selection and consent All fields marked with an asterisk are required Service T Allied Health and Therapy Services ATSI Health Worker Diversional Therapy Occupational Therapy Other Podiatry Restorative Care Services Speech Pathology Find services Near client address No address provided Enter provider name AYK Search Cancel 2 providers matched criteria Select all v AYK Eastern Services Semice available 9 RICHMOND Ph 03 9314 6254 Dietician or Nutritionist Exercise Physiologist Ongoing Allied Health and Therapy Services Physiotherapy Psychologist Social Work Near suburb or postcode By provider name vi AYK Northern Services 9 Richmond Ph 03 9486 9523 Wadthst available BGS Please make sure you have client consent before saving these preferences 92 My Aged Care Assessor Portal User Guide Part Two Step Four Client service and waitlist preferences will be displayed and assessors may select Service preferences OR Waitlist preferences Client s options for Allied Health and Therapy Services providers AYK Northern Services O Service available Ph Waitlist available Yes Add note AYK Eastern Services Service available Ph Waitlist available Add note Waitlist preferences Client s options for Allied Health and Therapy Services providers AYK Northern Services oO Service availabl
58. e 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 are 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 Support Plan A plan developed by the RAS or ACAT with the client The Support Plan identifies the clients needs goals and service preferences Assessors and 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 client portal via myGov Team Leader A person who is assigned the Team Leader role in the assessor portal will be responsible for managing referrals accepting or rejecting for assessment and assigning referrals to staff 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 Assessor Portal User Guide P
59. e the My Aged Care assessor portal Is available Guidance documents My Aged Care Assessor Portal User Guide Part One Administrator functions My Aged Care Guidance for Assessors 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 owe et m F 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 VY CANCEL X Accessibility Copyright Security and Privacy Giossary 118 My Aged Care Assessor Portal User Guide Part Two Step Three A DSS Request activation code page will be displayed Enter the email address that is linked to your portal user account and select Continue t Australian Government na Yer i n F Department of Social Services Request activation code Confirm activation code Finish Request activation code for Aged Care Assessor 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 proc
60. ecommendations Add a general recommendation Add a service recommendation To attend a bowls game at the club at least once a week Client to action Edit Remove l Assessment recommendation Home Support Assessment Recommend further assessment Recommend this client be referred for a comprehensive assessment Return to plans Complete support plan and continue to match and refer 7 f My Aged Care Assessor Portal User Guide Part Two For comprehensive assessment select Complete Support Plan and continue to delegate decisions Other Recommendations Add a general recommendation Add a service recommendation Add recommended living arrangements Add a care type for delegate decision gt Assessment recommendation Comprehensive Assessment Return to plans Complete support plan and continue to delegate decisions A If you complete this step but have not completed all of the mandatory fields in the NSAF you will be asked to provide a reason for not completing the information 78 My Aged Care Assessor Portal User Guide Part Two 3 6 7 Referring clients for comprehensive assessment Following home support assessment a RAS Assessor may recommend that a client is referred for a comprehensive assessment The steps to refer a client for comprehensive assessment are outlined below Step One On the Goals amp recommendations tab select Recommend this client be referred for a comprehensive
61. eeeeas 77 3 6 7 Referring clients for comprehensive ASSESSMEN1 ccceceeeeeeeeeeneeeseeeeeeeens 79 3 6 8 Submitting comprehensive assessments for Delegate decision 0 605 80 Si0 0 FNUNG lt a SUD ONE DIA air E EE E E EE E RE 82 3 7 Referring clients for services Or tO waitlist cc cceccceecceeeeeeeeceeeseeeeneeseeeseueeaeeenaees 83 Site RCN 10 SCI VICC S cacrecaconcetscasaatecaacautsaconcstancauentsacouaetanceaaetacaoraataacaccameedanceteas 83 3 7 2 Sending referrals to Waitlist cccccccccssececeseeeceeeeeseeeeeseeeesseesesseesesseeeesseeeeeas 91 Salas CME F ARINC a Fe Neal Cde aE canara setenesaxecauneecusacersceceueescusiaere 96 Sale RECT A C1 ORE e A 99 3 8 FimaliSing the assessment ccccsececeeeceeeeeeeeseeeeeueeseeesaeeseueeseeseeeseeeeseeeseeesaneens 101 3 9 Cancelling AN ASSESSMENL cccccceecccesececeeeeeceececeeeeeseueeeseueesseecessaeeessaeeesaeeeeeas 102 4 ICUS CALS TOG sanese tees sescetctetcengcte sass tes ieuicigstaneaalaen cute vio jesistfeeuieeauieuanaeesiennemanebuannuaueuauenaeereues 104 4 1 Assigning item for CECISION ccccecccseeeeseeeceeeecaeeecseeeeseeeeseeeeseeeseeeeseeesseeesaeeeeas 104 4 2 Reassigning Unassigning item for Delegation cccccccseeeeneeeeeeeeeneeeseeeeeneeeees 107 4 3 Making Delegate decision ccccccccsseccseeecceeecceeecsececsueessueecsueessueessueessueessaeenas 109 4 4 Recording decisions and sendi
62. eees 6 Undertaking assessments cccccsecccsececececeececeuceceueeceueecsusesseeesseeeeas 7 Uploading assessment information cccccseceseeeeseeseeeeseeeeseseeseeeeees 7 1 Uploading assessment information for downloaded assessments 7 2 Uploading assessments for NeW CIIONtS cccceeceeeeeeeeeeeeeeeeeeeees 8 Completing the match and refer process and finalising the assessment 9 Removing assessments from the GeVICE ccccecccseeeeeeeeeeeeeeeeeeeaeeeees My Aged Care Assessor Portal User Guide Part Two 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 The Assessor 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 assessor portal will perform e Part Two this document provides an overview of the portal and describes the functions that an individual with the Team Leader Assessor Delegate or Delegate Support role in the assessor portal will perform It is recommended that this Guide is read after the My Aged Care Guidance for Assessors document Guidance for Assessors available at dss gov a
63. eference Home Client preferences Client preferences for Grace Lee Client s options for Allied Health and Therapy Services providers AYK Northern Services 9 Service available es Ph Waitlist available Yes Add note AYK Easter Services Service available Yes Waitlist available Client s options for Allied Health and Therapy Services providers The Manage services amp referrals tab is displayed with the selected service provider s saved against the service Select the View details link to view the details of the service providers 1800836799 aen Vonet Sure AG Aen ga Se myagedcare OAOE Department of Social Services Assessments Finda dient geri rhe service Reports a Home Support plan and services Grace Lee support plan and services E Putempotpen ommendations ELOTE or wc Associated People Review Services not yet in place Allied Health and Therapy Services Occupational Therapy Selected providers View details High priority AYK Northern Services AYK Eastern Services Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Senarotorrais Change this selection Remove this service recommendation Transport 8 7 My Aged Care Assessor Portal User Guide Part Two Step Seven To issue electronic referrals select Send referrals 1800836799 ninr Wetome
64. elegate Recommended care requiring delegate decision Home Care Package Level 1 2 Priority Medium Approval pes starts 31 March 2015 Reason for care f Edit Agreed Change Add a care type for delegate decision Step Two Record the date of delegation and confirm you are ready to complete delegation by selecting Save decision Save decision and delegate You are about to save the delegate decision under the Aged Care Act 1997 for Theresa Hill The following care was agreed Home Care Package Level 1 2 A Make sure that you check that the Delegation Date is correct The system will default to the day s date If you have completed the approval process using a hardcopy form on a previous date you will need to record the date you actually made the decision You must also scan and upload this document as evidence to be stored on the client record 113 My Aged Care Assessor Portal User Guide Part Two Step Three From the Decisions tab you can select Generate Approval Letter or Generate Non Approval Letter You will have the option to open and save the document Delegate decisions and comments Decision date 15 June 2015 Decisions Home Care Package Level 1 2 Level 1 Priority Medium Approval starts 15 June 2015 Delegate comment Not approved Disagreed Generate Non Approval Letter No Care Approval Priority High Edit Remove Agreed Add a care type for de
65. elian partons wf Assesment Find a chent ee Pa a ne Home Referrals Pa Referrals SATA Fronty Low to High S Go Jaqueline CARTER Aged 75 9 April 1940 gender not specified No other information has been recorded B View full client record 25 My Aged Care Assessor Portal User Guide Part Two Step Five To assign the referral to an assessor select Assign If you want to accept and assign the referral to an assessor later you can select Accept and assign assessor later Accept this referral for Jaqueline Carter Select an assessor Eric Baker 1 assessments assigned Assign t assign a or la Reject Step Six The referral will appear in the Accepted Referrals tab If you assigned it to an assessor it will appear in that assessor s list of Referrals If you selected Accept and assign assessor later it will appear under Unassigned Home Referrals Referrals Jaqueline CARTER RICHMOND 26 My Aged Care Assessor Portal User Guide Part Two 2 4 Assigning a referral to an Assessor To assign a referral to an Assessor follow the steps below Step One If you selected Accept and assign assessor later Step Five in Section 2 3 the referral will appear under Unassigned in the Accepted Referrals tab 1800836799 523 Ae o jones myagedcare Assess Find a client ae Ny Aged Caro Em Departrace of Sectal Servic
66. enway ACT 2900 I Go to assessment IZ Go to assessment Step Two Select Client in the top right hand corner of the page The Client button will be visible when you are on the Assessment pages The Assessment button will be visible when you are on the Client pages Miranda Bowman Assessment menu Event Details Event Details Reason for Contact Date of event zk 17 04 2015 Current Support hatad El Carer Overview Are there other participants who have been consulted prior to the assessment Yes No Family Community Engagement amp Support Setting Health Conditions r In the client s home v Health Information primarily being collected from Health Cont The client v Health And Lifestyle Are there other participants involved in the assessment Yes No Function Cognitive Event Completion Yes No Psychosocial Home amp Personal Safety End date Support Plan Support Plan Notes 136 My Aged Care Assessor Portal User Guide Part Two About Wallet Check Support plan and Approvals Attachments and Notes The About page displays information contained in the client record including Personal information Communication requirements Identity documents Identity status Health Insurance Address details Contact details Relationships Miranda Bowman About Miranda Personal information Born 14th March 1945 Australian bom in India
67. epage 1800836799 zii tm oa o es s myagedcare Assessor Portal of Social Services Welcome Jack 19 My Aged Care Assessor Portal User Guide Part Two 1 7 1 5 Delegate Support homepage lf 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 1800836799 zmn Welcome Dana fom LKJ Assessment Logout a ae a gt myagedcare Assessor Portal Welcome Diana 20 My Aged Care Assessor Portal User Guide Part Two 1 8 Viewing tasks and notifications Administrators Team leaders Assessors Delegates and Delegate Supports will be able to view tasks and notifications More information about tasks and notifications is available in Guidance for Assessors The steps to view tasks and notifications are outlined below Step One From the assessor portal homepage select Tasks and notifications 1800836799 3 fi Vetom Margen tom Aged Care Assessment Team ACAT Alte Springs Uten Logat oa se myagedcare Assessor Portal Uepartewen of Serial Sers bore Welcome Morgan Step Two To view tasks select Tasks 1200 836 799 penton fy Welcome Morgan from Aged Care Assessment Team ACAT Alice Springs Urban Logout ee as myagedcare HiQ2IS B S 4 Department of Social
68. er Guide Part Two 3 6 3 2 Adding a service recommendation To add a service recommendation follow the steps below Step One From the Goals amp recommendations tab select Add service recommendation Goals amp recommendations Client goals Add area of concern H Concern Performing tasks around my home independently Add a goal gt Goal To be able to maintain my house on my own J Edt J Remove Motivation to achieve 8 Status In Progress d Concern To maintain social contacts Add a goal Goal To get out of the house at least once a week Motivation to achieve 8 Status In Progress Add to this goal a general recommendation To attend a bowis game at the club at least once a week Edit Remove Link to an existing service recommendation Other Recommendations Add a general recommendation Add a service recommendatio To attend a bowls game at the club at least once a week Note You can also select the arrow beside a goal to view options to add recommendations general and service Step Two Fill in the mandatory fields and add in any additional information You can also link the service recommendation to an identified goal Select Save to plan Add service recommendation Priority and dates Priority High v Recommend a start date Recommend a review date Recommend an end date Responsibility to action D Assessor Client Es 67 My Aged Care Ass
69. errals for assessment for all clients that have been assigned to you in the My Aged Care assessor portal When the referral for assessment is downloaded to the device it will be pre populated with information collected during screening and previous assessments if applicable You will need an internet connection to download referrals for assessment to your device The myAssessor app can store up to 50 clients at any one time A When you download an assessment to your device the client record will be locked in the My Aged Care assessor portal This assessment will be locked until you Upload the assessment see Attachment C Section 7 A person with the Administrator role in the My Aged Care assessor portal can reassign downloaded referrals for assessment lf a downloaded referral for assessment is reassigned any data entered on the device will not be able to be uploaded and will be discarded by the app You will also be able to add a new client and conduct an assessment 132 My Aged Care Assessor Portal User Guide Part Two 3 1 Downloading referrals for assessment To download referrals for assessment when you are connected to the internet follow the steps below Step One Open the app and enter your PIN following the process in Attachment C Section 2 The My clients page will be displayed Client cards will appear in alphabetical order My Clients Miranda Bowman A To ensure that you are viewing the most
70. es Home Referrals Referrals Seas E E cael Priority Low to High v ee Assessors Go Jaqueline CARTER RICHMOND all Hore Suppat mgh Commonwealth of Australis ABN 36 342 015 855 Step Two To assign the referral to an Assessor select the arrow on the Client card A summary of a client s information will be displayed on the right hand side of the page Home Referrals Referrals Incoming referrals Bis DCC Referral history Unassigned Jaqueline CARTER Jaqueline CARTER Aged 75 9 April 1940 gender not specified Referred from Aged Care Gateway Preferences No preferences have been recorded Other information No other information has been recorded My Aged Care Assessor Portal User Guide Part Two Step Three Select Assign Home Referrals Referrals referrals Meteo Er SR Referral histo legs sous Casta Priority Low to High Go View Assessors Go Unassigned Jaqueline CARTER Jaqueline CARTER RICHMOND Aged 75 9 April 1940 gender not specified Referred from Aged Care Gateway Preferences No preferences have been recorded Other information No other information has been recorded View full client record Step Four A list of Assessors for your outlet will be displayed Choose which Assessor you will assign the referral to and select Assign Assign this referral for Jaqueline Carter Home Support Assessment assessment currently unassigned
71. ess All fields marked with an asterisk are required Email Address justin evans ukj net au 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 oy ustralian Government A Department of Social Services 1 2 Request activation code Confirm activation code Confirm activation code for Aged Care Assessor Portal Please enter the Activation Code sent to the email address below All fields marked with an asterisk are required Email Address justin evans ukj net au Activation Code 8CE3 D62B Cancel Resend activation Code 119 My Aged Care Assessor Portal User Guide Part Two A Your activation code is only valid for five days If you require a new activation code select Resend activation Code Step Six Select Go to My Aged Care assessor portal to be directed to the assessor portal gt Australian Government A al rya 22 Department of Social Services T Your account has been successfully activated 0s 9 io Request activation code Confirm activation code Finish W
72. essor Portal User Guide Part Two Note Recommendations can be associated to more than one goal From the Add service recommendation page you can e Select one or more goals to associate a recommendation with e Unlink the recommendation from all goals Step Three The service recommendation will be added to the support plan If it was associated to a goal it will appear under the goal it when expanded If the service recommendation was not associated with a goal it will appear under Other Recommendations Goals amp recommendations Manage services amp referrals Associated People Client goals Add area of concem f Concern Performing tasks around my home independently Add a goal Motivation to achieve 8 Status In Progress Goal To be able to maintain my house on my own f Edit J Remove Concern To maintain social contacts Add a goal Goal To get out of the house at least once a week Motivation to achieve 8 Status In Progress Add to this goal a general recommendation To attend a bowls game at the club at least once a week a service recommendation Edit Remove Link to an existing service recommendation Transport not yet in place Direct driver is volunteer or worker fJ Edit Remove You may edit or remove the goal once it has been added by selecting either Edit or Remove 68 My Aged Care Assessor Portal User Guide Part Two 3 6 3 3 Adding a care t
73. ferrals To accept referrals follow the steps below Step One Select Referrals on the homepage 1200836 799 onene EE ecore snare ucrysi tome il myagedcare Assessor Portal Aimtraliss Legante Welcome Anna Step Two Select Incoming referrals to display the referrals that have been sent to the organisation that have not yet been actioned 1900836 799 animse EE Hoener uyu a myagedcare alala s provider interactons nogications Assessment Findacient Findaservce MyAgedCare Tasks and referrals Home Referrals F Referrals Sort Referrals by Priority Low to High vite Wilson STEPHEN ou can view more details of a record by selecting from the lef hand list 24 My Aged Care Assessor Portal User Guide Part Two Step Three Select the arrow on the Client card you want to view A summary of a client s information will be displayed on the right hand side of the page To see more information select View full client record S Snug Fronty Low to High VERE Select al Sort Referrats Jaqueline CARTER Jaqueline CARTER RICHMOND RICHMOND Aged 75 9 April 1940 gender not specified 11 June 2015 al Home Suppat al Home Suppat Notstarted Or OLTI ID Machin No preferences have been recorded Other information No other information has been recorded Step Four To accept a referral select Accept BS myzgedcare falalolel a Mend
74. ferred for a comprehensive assessment Step Two Select Add an Area of Concern AB 1800 836 799 Siam aoe Ki Welcome Eric fom UKJ Assessment Logout o a myagedcare Blas olos Find a client ar Reports g Pe oa Bh reek Home Support plan and services Jaqueline Carter support plan and services Printer friendly version Client goals Other Recommendations 60 My Aged Care Assessor Portal User Guide Part Two Step Three Enter the client s concern and select Save to plan Add area of concern Area of concern Performing tasks around my home independently Save to plan Cancel Step Four You will receive a confirmation message that the concern has been added to the plan SE myagedcare AI Assessments Find a client gy Reports yr Por i Home Support plan and services Jaqueline Carter support plan and services Printer friendly version Goals amp recommendations Client goals Add area of concern l Concern Performing tasks around my home independently Edit Remove Add a goal Other Recommendations Add a general recommendation Add a service recommendation Note You may edit or remove the area of concern once it has been added by selecting either Edit or Remove 61 My Aged Care Assessor Portal User Guide Part Two 3 6 2 Adding a goal to an area of concern When you have created an Area of Concern you can add a goal
75. forming tasks around my home independently Motivation to achieve 8 Status In Progress gt Goal To be able to maintain my house on my own J Edit J Remove ay Concern To maintain social contacts Add a goal Goal To get out of the house at least once a week Motivation to achieve 8 Status In Progress Add to this goal a general recommendation To attend a bowls game at the club at least once a week a service recommendation Edit Remove Link to an existing service recommendation Note You may edit or remove the goal once it has been added by selecting either Edit or Remove 65 My Aged Care Assessor Portal User Guide Part Two Step Four The general recommendation will be added as part of Other Recommendations if it was not linked to a goal Client goals Add area of concem A Concern Performing tasks around my home independently Add a goal Goal To be able to maintain my house on my own J Edt Remove Motivation to achieve 8 Status In Progress A Concern To maintain social contacts Add a goal gt Goal To get out of the house at least once a week Motivation to achieve 8 Status In Progress Other Recommendations Add a general recommendation Add a service recommendation To attend a bowls game at the club at least once a week Client to action Edit Remove Assessment recommendation Home Support Assessment 66 My Aged Care Assessor Portal Us
76. gedcare GRN Assessments Find a client a i Tasks and notifications Home Reports Reports and forms BIP ACG Referral Code List of Providers Report 12 June 2015 pyright Commonwealth of Australia ABN 36 342 015 855 121 My Aged Care Assessor 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 BS myagedcare DPAEIE Department of Social Services Assessments Find a client ta Dragao Tasks and notifications Home Reports En Repsi and forms Status BIP RAS EOM Preparation Report 15 June 2015 BIP ACG Assessment Management Report 15 June 2015 BIP ACG Referral Code List of Providers Report 12 June 2015 Reports Name Description Formats BIP ACG Assessment Management Report CSV PDF BIP RAS EOM Preparation Report Accessibility Privacy Disclaimer Termsofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855 Step Four Select the Outlet ID enter a start date 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 myagedcare D29 E amp Assessments Finda client a Reports MyAgedcae Tasks and notifications Home Reports Generate report BIP ACG Assessment Management Report Outlet ID Please select Start Date e g da mm yyyy End Date e g dd mm yyyy Output Type
77. goal Goal To be able to maintain my house on my own J Edt J Remove Motivation to achieve 8 Status In Progress Concern To maintain social contacts Add a goal E Goal To get out of the house at least once aweek J Exit J Remove Motivation to achieve 8 Status In Progress 64 My Aged Care Assessor Portal User Guide Part Two Step Two A page will display that allows you to add information relating to the general recommendation You can also link this general recommendation to an associated goal Enter required information and select Save to plan Add general recommendation Write a recommendation To attend a bowls game at the club at least once a week Responsibility to action Assessor Client Associated goals O To be able to maintain my o get out of the house at house on my own least once a week Unlink this recommendation from all goals Save to plan Cancel Note Recommendations can be associated to more than one goal From the Add general recommendation page you can Select one or more goals to associate a recommendation with Unlink the recommendation from all goals Step Three The general recommendation is added to the support plan If it was associated with a goal it will appear under the goal when expanded Goals amp recommendations Manage services amp referrals Associated People Client goals Add area of concer Add a goal A Concern Per
78. h priority Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Find Manually arrange via a code Remove this service recommendation Transport Low priority Recommended start date None Recommended review date None Recommended end date None Step Two A confirmation message will be displayed Select Generate referral code Generate referral code You are about to generate a referral code for Allied Health and Therapy Services for Grace Lee Generate referral code Cancel 96 My Aged Care Assessor Portal User Guide Part Two Step Three You will receive a confirmation message that the referral code has been generated and it will appear under Services pending The referral code will be displayed on the referral You can provide this code verbally to the _ or print a copy of the code 1800836799 amana UKJ Aseesement Lagat BS myagedcare Erato lot a Assessments Find a client oo a service Reports oe a Home Support plan and services Grace Lee support plan and services Print support plan Identified needs Client Motivations Goals amp recommendations FULT E E Associated People Review Services pending Allied Health and Therapy Services Occupational Therapy High priority Recommended start date None Recommended review date None Recommended end date None Associated with Goal
79. hat can you do now Go to Aged Care Assessor Portal Visit the Department web site Back to content top Step Seven The assessor portal homepage will be displayed i 1800 836799 on Santen iti Welcome Justin fom UKJ Assessment Logout a myagedcare Assessor Portal Departinest of Social Services Welcome Justin gt Find a service provider You have now set up access to the assessor portal The next time you login follow the steps in Section 1 6 120 My Aged Care Assessor Portal User Guide Part Two Attachment B Generating reports and accessing forms Assessment organisations can generate and view reports and access forms via the My Aged Care assessor portal You will also be able to use the Reports feature to print documents including completed NSAFs and letters More information about the reports and forms available in the assessor portal is available in Guidance for Assessors 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 Mon Fri Sam spn lt eet teem ADMA go veicame Morgan tom Aged Care Aesesamert Team ACAT Aice Sprogs Urban Logout Assessor Portal 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 mya
80. he Client card to display a summary of the client s information on the right hand side of the page Select Assign to allocate that item to yourself or another Delegate within the team Home Delegate decisions Decision icicle Wee on some Mine amp unassigned v Mes Christian ADAMS Jack Mitchell Awe rho agate Deci ooo E High Tessa WILSON Tessa WILSON o Age 84 15 June 1931 Referred from on I Comprehensive a Assessor Awaiting Delegate a Decision O Medium amp Delegate Recommended care Residential Respite Low Care Theresa HILL a View full cient record 105 My Aged Care Assessor Portal User Guide Part Two Step Four Select a Delegate and select Assign Assign delegate decision for Tessa Wilson Assign to Me Step Five You will receive a confirmation message to say that the queue item has been assigned and it will now appear under the Delegate s name In the example below the Delegate allocated the item to themselves ea myagedcare Decision pending 106 My Aged Care Assessor Portal User Guide Part Two 4 2 Reassigning Unassigning item for Delegation In the event that a Delegate has assigned themselves an item but they are unable to complete it they can reassign it to another Delegate or unassign a Delegate To reassign or unassign a Delegate follow the steps below Step One Select the arrow on the Client card
81. he progress of the upload on the My Clients screen Function Are there other participants involved in the assessment Cognitive ves ii Psychosocial Event Completion 147 My Aged Care Assessor Portal User Guide Part Two A The confirmation box displays a list of mandatory questions that are incomplete or invalid 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 Step Three The assessment will be uploaded to the My Aged Care assessor portal The information you added as part of the NSAF will automatically populate to the record in the assessor portal The support plan will appear an attachment to the client record You will need to copy and paste these notes into the appropriate fields in the support plan Any other notes entered in free text boxes will also appear as attachments to the client record You can copy and paste this information into the appropriate fields A Once uploaded you will not be able to access the downloaded assessment locally on the device Step Four Follow the steps outlined in Section 3 6 6 to complete the support plan 148 My Aged Care Assessor Portal User Guide Part Two 7 2 Uploading assessments for new clients To upload assessment information for new clients follow the steps below A Before you can u
82. i Vv What is the other reason for changes to the care approvals Maximum 255 characters Ok start changes Cancel Step Four You will receive a confirmation message of your change request and you can make changes to the care approvals as required Step Five When you have made the required changes to the care approval decisions select Submit for Aged Care Assessment Programme ACAP decision Delegate decisions and comments Decision 31 March 2015 Decisions Transition Care Priority Medium Approval E starts 31 March 2015 Reason for Ms Hill is a good candidate for restoration of function under the TCP programme She has been assessed in hospital following a set back care and is ready to work towards improving her function through an intensive therapy based programme f Edit Remove Agreed Residential Respite Low Care Priority Medium Approval starts 31 March 2015 Reason for care Ms Hill may need additional support after her transition care programme f Edit Remove Agreed Add a care type for delegate decision AGURO ueg Submit for Aged Care Assessment Program ACAP decision 116 My Aged Care Assessor Portal User Guide Part Two Step Six You will receive a pop up message requesting confirmation to proceed Select Submit Submit for Aged Care Assessment Program ACAP decision A You are about to submit the changes to the care approvals to the Aged Care Assessment Program
83. ion 12 June 2015 No other information has been recorded B View full client record C Motsiatea O High Rose MORGAN 12 June 2015 F Comprehensive Not started O High Step Four Select the Reason for rejection of the referral from the list displayed then select Reject If you select Other a free text box will allow you to record the reason Reject this referral for Wilson Stephen All fields marked with an asterisk are required Select a reason RAS insufficient capacity O Outside assessment region O Assessment no longer required ACAT assessment required O RAS assessment required Care approval exists Client medically unstable O Client age alternate options Other provide details in the Rejection reason field below Rejection reason A Referrals can be rejected after they have been accepted only where the assessment has not yet been started 36 My Aged Care Assessor Portal User Guide Part Two Assessor 3 Assessor role The Assessor role enables appropriately accredited statf to use the assessor portal to view client records assigned to them register clients and representatives complete an identity verification check undertake assessments using the National Screening and Assessment Form NSAF and send referrals for service s A People who perform a Delegate role will need to be assigned the Delegate role as well as the Assessor role in
84. ion search may either be region area based e g domestic assistance services delivered to the client s home or proximity based e g Residential Aged Care Facilities Step Two Enter search criteria and select Search 1 7800836799 Zm i from UKJ Assessment Logout myagedcare Sele olol a Assessments Find a client eo a service Reports Bh ell and w Home Support plan and services Choose service provider for Grace Lee Identified needs Client Motivations Goals amp recommendations Manage services amp referrals Associated People Review All fields marked with an asterisk are required e Type Allied Health and Therapy Services O ATS Health Worker Dietician or Nutritionist O Diversional Therapy Exercise Physiologist W Occupational Therapy Ongoing Allied Health and Therapy Services O Other Physiotherapy O Podiatry _ Psychologist O Restorative Care Services C Social Work J Speech Pathology a Find services Near client address No address provided Near suburb or postcode By provider name Enter suburb or postcode and select from the list bef Service delivery At client location At service provider location Search Cancel Step Three View the search results The search results will be sorted to display the most relevant service providers first or randomised in the case of equal relevance The availability of the service and waitlist is displayed for each service
85. ion will be displayed on the right hand side of the page Select Reassign Referrals SOE eSa Priority Low to High VES eee BAKER Enc Vv Eee Jaqueline CARTER Jaqueline CARTER RICHMOND Aged 75 9 April 1940 gender not specified Hi eao O Not started Referred from Aged Care Gateway No preferences have been recorded Preferences Grace LEE Other information No other information has been recorded 2 View full client record To assign the referral to another Assessor select the appropriate person from the list displayed and select Re assign 33 My Aged Care Assessor Portal User Guide Part Two To unassign the referral i e have no Assessor assigned to the referral select Unassign Re assign this referral for Jaqueline Carter Home Support Assessment assessment currently assigned to Eric Baker Re assign to Rhea Demetriou 0 assessments assigned Re assign Unassign Step Three Once reassigned the referral will appear in the selected Assessors list of referrals If unassigned the referral will appear under Unassigned in the Accepted Referrals queue Home Referrals Referrals Seer EAA Priority Low to High MJ Go View Assessors Go Jaqueline CARTER Jaqueline CARTER RICHMOND Aged 75 9 April 1940 gender not specified kl Home Support Ome Referred from Aged Care Gateway Preferences No preferences have been recorded Other informatio
86. ions icons on your homepage 1800 836799 amine EE voren tom users Lona 2 myagedcare Assessor Portal Welcome Jeremy w sd Tasks and Reports notifications 1 7 1 2 Team Leader homepage If you log in to the assessor portal as a Team Leader you will see Referrals Find a client Find a service provider Reports Tasks and notifications and My Aged Care interactions icons on your homepage 1800836799 aE gi Welcome Anna tom UKJ Py Lid Logout y b4 ae myagedcare Assessor Portal of Social Services Welcome Anna So Find a service provider 18 My Aged Care Assessor Portal User Guide Part Two 1 7 1 3 Assessor homepage lf you log in to the assessor portal as an Assessor you will see Assessments Find a client Find a service provider Reports Tasks and notifications and My Aged Care interactions icons on your homepage 1800836799 9 an myagedcare Assessor Portal Depertemecet of Sectal Services You have report s that are ready to be downloaded To download go to Reports page Welcome Bic Sa Find a service provider 1 7 1 4 Delegate homepage lf you log in to the assessor portal as a Delegate you will see Delegate decisions Find a client Find a service provider Reports Tasks and notifications and My Aged Care interactions icons on your hom
87. l not be able to be completed at a future date Proceed to Step Five Wallet check O My client has identification My Client has no valid identification this time My client will be unable to produce valid identification Cannot complete wallet check You are recording that the client cannot complete a wallet check and should not be asked again in the future Save details 51 My Aged Care Assessor Portal User Guide Part Two Step Four The page will be expanded to allow you to record the type of documentation sighted and the date that you performed the wallet check Wallet check My client has identification D My cient 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 edicare Card Save details Step Five Select Save details This information will be updated on the client record Wallet check v My client has identification gt 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 tic king each box you are confirming you have sighted the original document Common types of identification C Medicare Card L DVA Card C Drivers License C Health Care Card C Pas
88. l to be issued To refer clients for service s or to waitlists follow the steps below 3 7 1 Referring to services Step One The Manage services amp referrals tab will display the recommendations for service s in the clients support plan Select Find for the service that you want to match and refer for 1800836799 annn iit RR teen IAL SE myagedcare PQS elo gs Assessments Find a client Find a service provider Home Support plan and services Grace Lee support plan and services Identified needs Client Motivations Goals amp recommendations MU Te gS ar Services not yet in place Allied Health and Therapy Services High priority Recommended start date Recommended review date one Recommended end date Associated with Goal Be able to look after my house A page will be displayed that allows you to enter search criteria for the service Search criteria include e The list of service sub types that are available for the service selected to further refine the search for a specific client need e The client s service delivery address for location based searches e Preferred service delivery setting client location or service provider location e Direct search for service providers by name Please note other search criteria may be available depending on the service selected 83 My Aged Care Assessor Portal User Guide Part Two Depending on the service selected a locat
89. legate decision duende 114 My Aged Care Assessor Portal User Guide Part Two 4 5 Requesting correction to care approval decision A corrections process is available where you have made an error in recording a decision To request a correction to care approval decisions follow the steps below Step One Navigate to your Decision history tab A S myagedcare tei tipare m fate er ee Home Delegate decisions Ea Decision history Decsion _ _ Decision history Decisions in the last 14 days Grace LISTER Jack Mitchet Step Two Select the arrow on the Client card to display a summary of the client s information on the right hand side of the page Select Request changes to care approval decision Theresa HILL Theresa HILL Jack Mitchell Age 82 31 December 1932 Referred from on K Comprehensive amp Assessor Delegate Decision Complete O High a Delegate Jack Mitchell Recommended care Residential Respite Low Care Transition Care Grace LEE Jack Mitchell View full client record Pad Comprehensive Roy HOWARD 115 My Aged Care Assessor Portal User Guide Part Two Step Three Record a reason for the change and select Ok start changes Request changes to care approval decisions You are about to request changes to the care approval decisions for Theresa Hill What is the reason for changes to the care approvals Konc
90. lients support plan Step One To schedule a review of a client navigate to the Review tab and select the calendar icon to choose a Review date 1800836799 n UKJ Assessment Logout BS myagedcare eee LoS Home Support plan and services Eat Lee area pans and services Schedule a review All fields marked with an asterisk are required Schedule a date to review the client s Support plan Review Date iy amn E Step Two A drop down calendar will be displayed and a review date can be selected Be magescar HAOL Assessments Finda client sig Reports Ny Aged Care B one at Home Support plan and services EAs Grace Lee caste aa and services j Review All fields marked with an asterisk are required Schedule a date to review the client s Support plan Review Date i S M T W T F S 1 2 3 j 4 5 6 7 8 9 10 1 12 13 bi ty Privacy Disclaimer Termsofuse Copyright Copynght Commonwealth of Australia ABN 36 342 015 855 14 15 16 7 18 19 20 21 22 23 24 25 26 27 28 29 30 Hide Calendar 12 My Aged Care Assessor Portal User Guide Part Two Step Three Once a date has been chosen select Save changes to set the support plan review date 1800836799 nine Welcome Ert tom UKJ Assessment Logout a myagedcare ete Tore Assessments Find a client woes service Reports TOA Beena Home Support plan and services BN oye w ba ER Bons and services ed People MOTs
91. mandatory fields and any additional field and select Save Add a person to support plan All fields marked with an asterisk are required First name Last name Thomson Role Medical Specialist v Relationship to client _ Organisation Phone Email Mailing address Unit number or building name and level if applicable Street number name street type Step Four Select the person to be associated with the Support Plan answer the mandatory questions and select Save Add people to support plan Which of the following people would you like to associate with the support plan Mark Thomson Medical Specialist Did this person participate in the planning process OYes No ww Has the client consented to providing a copy of this plan to this person Yes ONo _ Provided with a copy of the support plan Add a person 19 My Aged Care Assessor Portal User Guide Part Two A confirmation page will be displayed and the selected person will now appear under the Associated People tab Associated people can be removed at any time by selecting Remove Home Support plan and services Grace Lee support plan and services Identified needs Client Motivations Goals amp recommendations Manage services amp referrals MCU i ae Review People associated with support plan Mark Thomson Remove Medic
92. menu Event Details Reason for Contact Current Support Carer Overview Family Community Engagement amp Support Health Conditions Health Health Cont Health And Lifestyle Function Cognitive Psychosocial Psychological Home amp Personal Safety Support Plan Step Four Select the name of the client you want to add the new client to Unknowni Assessment menu Event Details Reason for Contact Current Support Carer Overview Family Community Engagement amp Support Health Conditions Health Health Cont Health And Lifestyle Function Cognitive Psychosocial Psychological Home amp Personal Safety Support Plan Event Details Date of event 16 06 2015 Date of first intervention of a clinical nature x 16 06 2015 Transfer Unknown1 s Assessment information to Miranda Bowman Are there other participants who have been consulted prior to the assessment Yes No Setting v Information primarily being collected from xr v Are there other participants involved in the assessment Event Details Date of event x 16 06 2015 Date of first intervention of a clinical nature x 16 06 2015 Ouf Transfer Unknown1 s Assessment information to Miranda Bowman Are there other participants who have been consulted prior to the assessment Yes No Setting v Information primarily being collected from v Are there other participants involved i
93. mine an approximate date of birth for the client Date of birth Age ddimmiyyyy _ 29 07 1937 OR Contact phone number E g 02 1234 5678 0427 395 831 Government ID references Medicare Card Number Department of Veterans Affairs DVA card number Centrelink Customer Reference Number CRN Aged Care Management Payment System ACMPS number System for the Payment of Aged Residential Care SPARC number No Government ID available Consent Has the client consented to register Yes No My Aged Care Assessor Portal User Guide Part Two Step Five You will receive a confirmation message that registration has been successful You will be directed to the Client Details page to enter further information e Client Roy Howard About Roy showan Personal information Born 29 July 1937 J Edit gt Identity Information i Communication Needs Service Information i gt Payment Details Health Insurance Address Details A If you have registered a client and need to conduct an assessment for that client you will need to contact the My Aged Care contact centre to have a referral issued to your assessment organisation 44 My Aged Care Assessor Portal User Guide Part Two 3 3 2 Registering a representative An Assessor should encourage representatives to contact the My Aged Care contact centre to register An Assessor has the ability to register a
94. n when you have completed the assessment You will be redirected to the clients support plan and services page 1200836799 iian ae eae a myagedcare IFICA Department of Social Services Assessments Find a client ee Reports Ny Aged Care naks and Home Support plan and services AN ial Carter SA panis and services Print copy of support pian identified needs Client Mo o Goe cc andations ane ervic referrals Assoc iated People ae The following needs and considerations were identified as part of the assessment To change them you will need to re open the assessment for Jaqueline Carter Summary of needs No summary of needs found Other considerations Health conditions Significant Psychosocial concerns Recent discharge from hospital Falls ee eee No complexity indicators found Beeecusms Complete support plan and continue to match and refer mmonwealth of Australia ABN 36 342 015 855 08 My Aged Care Assessor Portal User Guide Part Two 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 The support plan is developed by the Assessor and the client at the face to face assessment For more information about what is contained in a support plan see the Guidance for Assessors 1800836799 ian reper pry a
95. n No other information has been recorded 2 View full client record Copyngh Commonweaith of Australa ABN 35 342 015 855 34 My Aged Care Assessor Portal User Guide Part Two 2 7 Rejecting a referral lf you are unable to accept a referral you can reject the referral To reject a referral follow the steps below Step One From the homepage select Referrals 1200 836 799 yy nag ng fo Welcome Anna fram UKJ Ply Lid Logout Se a myagedcare Assessor Portal Welcome Anna Step Two Select Incoming referrals to display the referrals that have been received Select the arrow on the Client card A summary of the client s information will be displayed on the right hand side of the page Home Referrals Referrals incoming s L Wilson STEPHEN RICHMOND 11 June 2015 You can view more details of a record by selecting from the left hand list Ll Christian ADAMS RICHMOND 12 June 2015 Pad Comprehensive O Misses L Rose MORGAN RICHMOND 12 June 2015 HP rer 35 My Aged Care Assessor Portal User Guide Part Two Step Three To reject the referral select Reject Referrals Sees Priority Low to High vie L Wilson STEPHEN Wilson STEPHEN RICHMOND Aged 73 15 August 1941 Male 11 June 2015 Home Suppart O Medium Referred from Aged Care Gateway Preferences No preferences have been recorded Christian ADAMS Dos Other informat
96. n the assessment Step Five You will be asked to confirm Select Yes The new client will now be added to the existing client and you will be able to upload the assessment information following the steps outlined in Attachment C Section 7 Unknown Assessment menu Event Details Reason for Contact Current Support Carer Overview Family Community Engagement amp Support Health Conditions Health Health Cont Health And Lifestyle Function Cognitive Psychosocial Psychological Home amp Personal Safety Support Plan Event Details Date of event x 16 06 2015 Date of first intervention of a clinical nature 16 06 2015 Transfer Unknown1 s Assessment information to v from your device Are you sure Are there other participants who have been consulted prior to the assessment Yes No Setting vw Information primarily being collected from ad Are there other participants involved in the assessment 150 My Aged Care Assessor Portal User Guide Part Two 8 Completing the match and refer process and finalising the assessment To complete the match and refer process see Section 3 7 A lf you have undertaken an assessment using the myAssessor app you need to contact the client to confirm the outcome of the assessment and obtain their consent to send referrals for service s or to waitlist 151 My Aged Care Assessor Portal User Guide Part Two 9
97. name or Aged Care User ID and select Search To display more search fields you can select More Search Fields A o c a Myagedcare Home Client EA Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678 First name Last name 38 My Aged Care Assessor Portal User Guide Part Two Step Three Matching search results will be displayed Select the name of the client you are searching for saat Cowen a gt myagedcare Deeper tenes ef Ser bel Sere tees Home Client BA Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678 First name R Last name v More search fields Search results 1 matching results 15 CHURCH Street RICHMOND VIC 3121 Step Four This will display a client s information for you to view Mon Fri Sam Spm Sat 10am 2 ea a myagedcare DIa e amp Paperia of Serial Services Assessments Findacient fFindaservice My Aged Care Tasks and provider Wteractions notihcabons Home Client IB Rose Morgan Client Details About Rose showai Personal information Born 9 June 1940 Australian born in Australia separated lives alone f Edit gt Identity Information Communication Needs Service Information Health Insurance j Payment Details Address Details gt Contact 39 My Aged Care Assessor Portal U
98. nce and people that represent the client Name John Bowman Date of Birth 1940 Country of Birth Australia Living Arrangements Lives with Miranda Bowman wife Language English Communications requirements has no difficulty communicating 139 My Aged Care Assessor Portal User Guide Part Two 5 Completing identity verification Assessors will follow the same process to complete the identity verification process for clients who have a downloaded assessment and new clients To conduct a wallet check follow the steps below Step One Open the app and enter your PIN following the process in Attachment C Section 2 The My clients page will be displayed Select either Go to Assessment or Add new client A page with About Wallet check and Attachments will be displayed Note for downloaded assessments Support plans and approvals and Notes will also be displayed My Clients Miranda Bowman Step Two Select Wallet check The status of the wallet check will be displayed To conduct a wallet check select Conduct a wallet check Unknown Wallet Check The client has not yet completed a wallet check A Conduct a wallet check Wallet check 140 My Aged Care Assessor Portal User Guide Part Two Step Three A page is displayed to record whether the client has identification that will allow you to complete the process Unknownl Wallet
99. nces for Grace Lee You can set a nigella doen topple perro oy erm ta or select from the list of service providers with waitlists to a selection from one list it will disable selection from Client s options for Allied Health and Thera ervices iders AYK Northem Services oO Ph Add note AYK Eastern Services Client s options for Allied Health and Therapy Services providers A 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 Step Six Enter the preferences for issuing referrals and select Save preferences e Foran electronic referral broadcast to all service providers referral set priority of all service providers to 1st Home Client preferences Client preferences for Grace Lee O an S ETES meaner See eee er a oaa eee to senda When you make a selection from one list it will disable selection from the Client s options for Allied Health and Therapy Services providers AYK Northern Services O Service available Ph Waitlist available Add note AYK Eastem Services Service available Waitlist available Yes Client s options for Allied Health and Therapy Services providers 86 My Aged Care Assessor Portal User Guide Part Two e Foran electronic referral in order of client preference set priority of service providers in order of the client s pr
100. nd a client aa aaa gr tor hy Tasks Home Reports EW PERSA and forms Status BIP RAS EOM Preparation Report BIP ACG Assessment Management Report BIP ACG Referral Code List of Providers Report 12 June 2015 124 My Aged Care Assessor Portal User Guide Part Two 3 Accessing forms To access forms follow the steps below Step One Select Reports from the homepage _ fn Welcome Morgan fom Aged Care Assessment Team ACAT Alice Springs Urban Logout o a gt myagedcare Assessor Portal Welcome Morgan Step Two Select the Forms tab A list of all forms available will be displayed aa a myagedcare HLAIS oe 4 Department of Social Services Assessments Find a client S EMH Bata Home Reports El Reports and forms Accessibility Privacy Disclaimer Terms ofuse Copyright Copyright Commonwealth of Australia ABN 36 342 015 855 125 My Aged Care Assessor Portal User Guide Part Two Attachment C Offline assessment using the myAssessor App The myAssessor app enables assessors to undertake assessments offline and upload the information into the My Aged Care assessor portal at a later time Assessors will prepare for assessments by downloading referrals for assessment while connected to the internet to their supported device before they undertake the assessment The app gives assessors access to a subset of functionality from the assessor portal including the ability
101. nd register a client follow the steps below Step One From the homepage select Find a Client 1000896 799 EE teow certo senon cons a myagedcar Assessor Portal Welcome Justin Step Two Enter either the client s first name or last name You only need to enter information into one search field and select Search Matching search results will be displayed 1900836799 mec DRIEIRIES Reporta My Aged Care Taska ard teractons notficatons Fey Find a client Find a client Please onter at least one search parameter Aged Care User ID e g AC 12345678 42 My Aged Care Assessor Portal User Guide Part Two Step Three If there is no client record select Register new client 1800836799 BE myagedcare RII provider interactions Assessments Find a client Findaservice My Aged Care Tasks notificatons wr Home Client E Find a client Find a client Please enter at least one search parameter Aged Care User ID e g AC12345678 First name Roy Last name Howard gt More search feids Search results No results found for IMMEDIATE ASSESSMENT ontyf Roger now croni Home Client Register a client All fields marked with an asterisk are required Personal details Last name Howard Please enter the date of birth If the date of birth is not known please enter an estimated age in the Age field This will then be used to automatically deter
102. ney documentation must be attached to the representative s record not to the client s record 48 My Aged Care Assessor Portal User Guide Part Two 3 4 Completing identity verification The identity verification process is a two step process The first step occurs during registration where client information is verified against records held at the Department of Human Services This aims to ensure that duplicate client records are not created Assessors and service providers are required to complete the second step of the process by conducting a wallet check To complete the identity verification process Assessors or service providers will ask to sight two client identification documents This process only needs to occur once A lt is expected that whoever has face to face 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 To conduct a wallet check follow the steps below Step One From the homepage select Find a client 1200836 799 fries EFF wore Assessor Portal 49 My Aged Care Assessor Portal User Guide Part Two Step Two A notification will be displayed at the top of the client record if you need to conduct a wallet check Select Conduct a wallet check now 1800836799 oiim ae as myagedcare AEEA Find a cient Finda sevice Reports My Aged Care Tasks
103. ng Delegate decision letterS cccccccseeeeeeeeees 113 4 5 Requesting correction to care approval CGECISION ccccesecseeeceeeeeeeeneeeseeeeaeeens 115 Attachment A First time login to the assessor portal cccccceeeeceeeeeeeeeeeeeeseeeeeeeeeseaees 118 Attachment B Generating reports and ACCESSING fOrmS ccccseeeeceeeeeeeeeeeeaeeeesaeeesaees 121 T Cenerin TENON eaae E EES E 121 2 Viewing reports cccceccceecceececseeceeccseeceeeseueceaeecseeseuseeseesseeseuseneeesseeseuseneeesseeseaeens 123 My Aged Care Assessor Portal User Guide Part Two 3 Accessing formS sinus cmiemaienaiwien sone emaennianamnnsaineamenmacuaienasinasianeatanmanacianmeaneiemens Attachment C Offline assessment using the myAssessor App 00 1 Activating the App cccccccseccssccceceseeeseeeeeeeeseeeseueeseeseeeseuseneeeseeeseeeens 2 Signing in to the app after the first tiMe ccccceececeeeeesseeeeseeeeeseeeees 3 Downloading referrals for assessment or adding a new client 3 1 Downloading referrals for assessment cece eee eeeeee cette ee eeeeeaees 22 061 01 re New 011 2 6 en ee ee eee 4 Viewing information about ClENtS cccccceeceseeeeceeeeseeeseeeeseeeeseeeesees 4 1 Adding information about new clients ccccccceeeeceeeeseeeeseeeeseeeeeeeees 5 Completing identity Verification cccccccceecccceececceecesseeeesseeeeeseeeesaa
104. ns Unable to prepare meals call Goat Health Cont To eat healthy meals Health And Lifestyle Mini Nutritional Miranda needs prepared meals Assessment Screening Mini Nutritional e Meals Assessment Assessment Function Cognitive Add another group i S rt pl t Psychosocial ia ite acid Home amp Personal Safety Y Support Plan Vv Support Plan Notes 145 My Aged Care Assessor Portal User Guide Part Two A You can complete an assessment on the myAssessor app without answering all mandatory questions OPA decision support draws on the information gathered in the mandatory questions so you will need to answer these questions before you can finalise the assessment after it is uploaded to the My Aged Care assessor portal Assessors are expected to contact the client to confirm the outcome of the assessment discuss the clients service preferences and obtain consent to send referrals for service s or to waitlist When you undertake an assessment using the app you should agree to a preliminary support plan with the client To finalise the support plan and send referrals for service or to waitlist you need to upload the assessment to the My Aged Care assessor portal 146 My Aged Care Assessor Portal User Guide Part Two 7 Uploading assessment information A The device must be connected to the internet to upload the assessment 7 1 Uploading assessment information for downloaded assessments T
105. ny organisations already use an AUSkey to interact with other Government services Each AUSkey is linked to an Australian Business Number ABN and can be stored ona 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 the ABN of the business you want the AUSkey to be linked to your full legal name your date of birth and an email address that only you have access to Standard AUSkey for an Administrator AUSkey user s email address other Staff your full legal name and an email address that only you have access to The Administrator AUSkey holder is also able to set up S
106. o receive login credentials to activate the app When you have this information select have my details let s go Welcome a myagedcar Welcome to the app for Aged Care Assessors dasa so lt ials via the Aged Care Call Centre 1800 836 799 128 My Aged Care Assessor Portal User Guide Part Two Step Three Enter your email address must be the same email address associated with your staff account in the My Aged Care assessor portal and the activation code and select Activate If successful the Unlock app screen will be displayed myAssessor Activation To access myAssessor for the first time you need to enter your registered email and an activation code Email assessor assessmentorg com au Activation code 2439 Ohjf Jwem 1234 Need an activation code Call the National Contact Centre A The information entered will be verified against information held in the My Aged Care assessor portal if the information is incorrect an error message will be displayed Step Four Select a PIN You will use this PIN to unlock the app each time you use it Unlock app Now create your own pin 9 Backspace Your pin must be 4 digits long and cannot contain common patterns suc 129 My Aged Care Assessor Portal User Guide Part Two Step Five Re enter your PIN The Terms of Use screen will be displayed Unlock app Re enter your new passcode Step Six Select
107. o upload assessment information for downloaded assessments follow the steps below Step One To upload the completed assessment to the My Aged Care assessor portal select Upload Assessment from the Client Record screen or the Assessment screen Miranda Bowman Assessment menu caret uaa Support Plan Notes Family Community S tG 1 Engagement amp Support upport Group Concern Health Conditions Unable to prepare meals Health was Goal Health Cont To eat healthy meals Health And Lifestyle Racommendation Remove Note Mini Nutritional Miranda needs prepared meals Assessment Screening Service Mini Nutritional v Meals Assessment Assessment Function Cognitive Add another group Psychosocial Support plan notes Home amp Personal Safety Support Plan Support Plan Notes Step Two An Upload Assessment box will display Confirm that you want to upload the assessment by selecting Upload assessment and client information Miranda Bowman Upload Assessment Assessment status Incomplete The following questions are incomplete or invalid Warning Once you have uploaded the assessment and client details to the Assessor Portal you will no longer be able to access the data locally on this device Please en e se ensure you have completed everything before uploading as the assessment and client details will be removed once the upload has been successfully completed You can track t
108. pload an assessment for a new client completed using the myAssessor app to the My Aged Care assessor portal you will need to contact 1800 836 799 to confirm that the person does not already have a My Aged Care client record Step One Select Add to existing client Unknown Assessment menu Event Details Reason for Contact Current Support Date of event xr Carer Overview 16 06 2015 Family Community Date of first intervention of a clinical nature x Engagement amp Support 399 PP 16 06 2015 Health Conditions Outcome Health Health Cont Health And Lifestyle Are there other participants who have been consulted prior to the assessment Function Yes No Cognitive Setting Psychosocial v Psychological Information primarily being collected from x Home amp Personal Safety Support Plan Are there other participants involved in the assessment Support Plan Notes Step Two You will be prompted to call 1800 836 799 If you have already contacted the contact centre and had a referral sent to your organisation select Yes Note A person assigned the Team Leader role in the My Aged Care assessor portal will need to accept the referral and assign the referral to you before it appears in your referral queue 149 My Aged Care Assessor Portal User Guide Part Two Step Three A list of clients that you can transfer the new client to will appear Unknown Assessment
109. r interactions notifications Home Reports Iaj Reports and forms Reauested Date ame BIP ACG Referral Code List of Providers Report 22 June 2015 BIP NSAF Report 22 June 2015 BIP ACG Assessment Management Report BIP RAS EOM Preparation Report 98 My Aged Care Assessor Portal User Guide Part Two 3 7 4 Recalling a referral When a referral for service is issued it is expected that the service provider will action the referral by accepting or rejecting it The Assessor can recall the referral before the service provider actions it To recall a referral follow the steps below Step One On the Manage services amp referrals tab select the Recall link for the referral to be recalled a gt myagedcare Home Support plan and services Grace Lee support plan and services E EE Identified needs Client Motivations Goals amp recommendations Olt ea earls Associated People Review Services not yet in place Allied Health and Therapy Services Selected providers View details High priority AYK Eastern Services AYK Northern Services Recommended start date None Recommended review date None Recommended end date None Associated with Goal Be able to look after my house Awaiting response Transport Direct driver is volunteer or worker Selected providers View details Medium priority A i VR Ensam Sarvinan Recommended start date 17 June 2015 Recommended review date None
110. re awaiting delegate decision for comprehensive assessments The Recent work tab contains assessments which have been finalised 54 My Aged Care Assessor Portal User Guide Part Two 3 5 3 Starting an assessment Refer to the National Screening and Assessment Form User Guide for guidance on the information to be collected for each question A You need to obtain the clients or their representative s consent to undertake an assessment To start an assessment follow the steps below Step One Select the arrow on the Client card A summary of client information will be displayed on the right hand side of the page To view more information including previous screening and assessment information select View full client record Select Start assessment with consent to start the assessment 1200836799 znim L myagedcare DIRE Depertimeet of Social Serv tres Assessments Find a chent Find a service Reports Aged Care Tasks and provider yh Can notifications fom UKJ Assessment Logout Home Assessments fi i Dashboard Assessments not started Jaqueline CARTER Jaqueline CARTER AC18862136 AC18862136 RICHMOND Aged 75 9 April 1940 gender not specified med fr ri 11 gi TEETE Referred from Aged Care Gateway on 11 June 2015 Latest screening al View 11 June 2015 C_ Not stated Medium a E Not sianed a Not staned Assessments awaiting delegate decision Grace LEE
111. recommendations tab select Recommend the client be referred for a comprehensive assessment Add area of comem E Concern Performing tasks around my home independentty Add a goal Goal To be able to maintain my house on my own fem f remove Motivation to achieve 8 Status in Progress A Concern To maintain social contacts Ad a goal Goal To get out of the house at least once a week Motivation to achieve 8 Status In Progress E Concern Carer will be absent for a period of 2 weeks Add a goal Goal To have care needs met in the short tem J Edt f Remove Motivation to achieve 10 Status in Progress Other Recommendations Add 3 general recommendation Add a senie recommencaion To attend a bowis game at the club at least once a week Recommend further assessment Recommend Mis client be retested for a comprehensive assessment Step Two Enter information about the recommendation for further assessment and select Save to plan You will only be able to Save to plan once you have recorded that you have the client s consent to undertake the assessment Recommend further comprehensive assessment Respite required Reason Priority for the assessment ETE MPiient has given consent to participate in the assessment S 71 My Aged Care Assessor Portal User Guide Part Two 3 6 4 Conduct a review of a client The RAS will be able to conduct a review of a c
112. rvices S Theresa Hill support plan and services You have repon s that are ready to be downloaded To download go to Reports page f identified needs Goals amp recommendations Client goals Concern Carer is going away for 2 weeks Goal To receive short term care in absence of carer Motivation to achieve 10 Status In Progress Other Recommendations Assessment recommendation Comprehensive Assessment Note You can select Printer friendly version from the Identified Needs Goals amp recommendations or Manage services and referrals tabs The Printer Friendly version includes the information from all three tabs Step Two The printer friendly version of the support plan will be displayed Select your printer options and select Print My Support Plan Mrs Theresa Hill Aged Care ID AC90791344 Date of Birth 06 15 1931 My Goals amp Recommended Supports Concern Carer is going away for 2 weeks Goal To receive short term care in absence of carer Recommended Services Strategies Residential Respite Low Care Recommended Services As a part of your Comprehensive Assessment the following services were recommended Residential Respite Low Care Other Recommendations As a part of your Comprehensive Assessment the following strategies or actions were identified None Recommended Assessments As a part of your Comprehensive Assessment the following fur
113. s are generated for individual services Clients can choose to have a referral code given to them rather than choosing 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 service assessors requesting services for a client Referrals can be sent electronically or a client can be issued a referral code My Aged Care Assessor Portal User Guide Part Two Representative Clients can nominate one or more representative s i e 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 Authorised representatives are generally able to act for a client based on provisions within federal state 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 b
114. s can view a client s action plan via the My Aged Care portals Administrator 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 assessor portal Administrators are responsible for setting up the organisation including managing statf accounts in the portal Assessor 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 A person can be assigned as a Home Support Assessor or a Comprehensive Assessor in the assessor portal The Assessor role should be assigned in accordance with the role the person performs in their organisation and the completion of associated training 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 My Aged Care Assessor Portal User Guide Part Two 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 Assi
115. sation 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 4 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 It is also possible to send an email query to the Australian Taxation Office ATO technical helpdesk technical helo ato gov au My Aged Care Assessor Portal User Guide Part Two 1 5 How and when to direct people to My Aged Care A Clients receiving services prior to July 2015 do not need to register with My Aged Care unless their needs and or circumstances change From July 2015 people seeking access to aged care services for the first time or people whose needs have changed will need to contact the My Aged Care contact centre to discuss their aged care needs and have a client record created From 1 July 2015 people seeking access to Commonwealth funded aged care services should be directed to My Aged Care You can direct people to the My Aged Care contact centre in the following wa
116. ser Guide Part Two 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 One Select Attachments 1800836799 iiini fi dein haem a iat that DIRE Find a client eae giant Bonan Home Rose Morgan Attachments FEHR Rose ili Attachments ns MeN Senie Attachments Add an attachment Assessment Attachments No attachments found to be displayed Accessibili rivacy isclaimer Terms ofuse Copyright opynght Commonwealth of Australia ABN 36 342 015 855 Step Two Select Add an Attachment 1800836799 amare EE wecaresusniom Uc assessment Log BE myagedcare BLa lolos Department of Social Services Find a client ee gomg E Home Rose Morgan Attachments HEH Re Rose ae Attachments Plans Attachments Accessibility rivacy isclaimer Termsofuse Copyright Copynght Commonwealth of Australia ABN 36 342 015 855 40 My Aged Care Assessor Portal User Guide Part Two Step Three Add the attachment by selecting Browse Add required information including name of the attachment and type of document Select Upload Add an attachment All fields marked with an asterisk are required You can upload files up to 5 MB to this record The age file types are accepted jpeg jpg omp png doc docx xls xlsx pdf rtf Browse Name of the attachment
117. site Additionally the Commonwealth disclaims all liability to any person in respect of anything and of the consequences of anything done or omitted to be done by any such person in reliance whether wholly or partially upon any information presented on this site Further information on terms of use is available at http www myagedcare gov au terms use v I accept the above terms and conditions Step Seven You have now successfully completed the activation process The next time you sign in to the myAssessor app follow the steps outlined in Attachment C Section 2 My Clients Miranda Bowman 2 a Go to assessment 130 My Aged Care Assessor Portal User Guide Part Two 2 Signing in to the app after the first time A 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 You will need to call 1800 836 799 Contact centre staff will give you an eight digit code that you will need to enter to reset your PIN To sign in to the app after the first time activation process follow the steps below Step One Open the app The Unlock app page will display Step Two Enter your PIN The My clients page will be displayed My Clients Miranda Bowman 2 Apart n V 1 Ankete tercha 131 My Aged Care Assessor Portal User Guide Part Two 3 Downloading referrals for assessment or adding a new client You can download ref
118. sport Show more types of identification that can be sighted Date that you performed the wallet check e g dd mm yyyy 15 06 2015 52 My Aged Care Assessor Portal User Guide Part Two 3 5 Conducting an assessment The process of conducting an assessment via the assessor portal is similar for both home support assessment and comprehensive assessment The Delegation process A recommendation sent by a comprehensive assessor to a Delegate for approval for services under the Aged Care Act 1997 the Act is detailed in Section 4 3 5 1 Options for conducting assessments Assessors can conduct assessments via e The assessor portal e The myAssessor app and upload information in to the assessor portal when the assessor next has internet connectivity see Attachment C for further information e A printed copy of the NSAF and enter information in the assessor portal after the assessment has been undertaken A The Assess in other system action SHOULD ONLY be undertaken by the e ACATs prior to fully transitioning to My Aged Care e Victorian HAS prior to fully transitioning to My Aged Care The RAS should NOT complete the Assess in other system action D 1800836799 ai SE myagedcare JA aS Oas ne Tim from Northem Tenitory of Ausirafa Logout Assessment Assessments Find a client Find a service Reports My Aged Care Tasks an in 4 a referrals notificatio Home Assessmen ts Dash
119. ssor s recommendations e Add a difference care type level 1800 836 799 ge ny fi Wekane Jack fom UKJ Assessment Logout SE myagedcare EIISMIIEaEIES decae Spoor Paion nowicabone Find cient inda service Repors My Aged Care Tasks and Home Support plan and services AN Theresa Hill support plan and services Recommended care requiring delegate decision Home Care Package Level 1 2 Priority Medium Agree Editing a recommendation To edit a care type or level of care recommended by a Assessor select Edit The care type information will be displayed and you will be able to make any changes required Select Save to Plan to save the changes Edit a care type Which care type applies Home Care Package Level 1 2 v Level 1 Level 2 Approval commencement date If time limited when does the approval stop optional What is the priority of this care type i Is this emergency care O Yes No Reason or comments optional Save to plan Cancel 110 My Aged Care Assessor Portal User Guide Part Two Agree or Disagree with Assessor s Recommendation Step One To agree or disagree with the Assessor s recommendation select the relevant option below the recommended care type You will need to record some details about your decision and reasons Agree with recommendation You are about to agree with the recommendation for Theresa Hill for Home Care Packag
120. st name Patricia Last name Howard Search Please enter the date of birth If the date of birth is not known please enter an estimated age in the Age field This will then be used to automatically determine an approximate date of birth sentative Date of birth Age 15 04 1942 OR ontact phone number E g 02 1234 5678 Government ID references Medicare Card Number Department of Veterans Affairs DVA card number Centrelink Customer Reference Number CRN Aged Care Management Payment System ACMPS number System for the Payment of Aged Residential Care SPARC number No Government ID available Representation Representative authority Authorised O Regular Representative type O Financial O Care Financial and Care Consent Has this representative consented to register Yes O No Has this user consented to be a representative for this client Yes O No Has this client consented to be represented by this user Yes O No tab 1800836799 siune EE veost ucasessnert top 38 myagedcoe BERES Assessments Finda client ame ga ain eein Home Client Roy Howard My Aged Care Assessor Portal User Guide Part Two A When creating an authorised representative for a client you must scan and attach their documentary evidence of authority where it is applicable A Attachments relating to the authority of an authorised representative such as Power of Attor
121. stance 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 shared with assessors and service providers Assessors and service providers will update information on the client record and clients and their representatives will be able to view this information on the My Aged Care client portal via myGov Information about services that a provider delivers to a client The provider is required to enter this information on the client record via the My Aged Care provider portal Assessors and clients and their representatives will be able to view this information on the My Aged Care client portal via myGov Delegate A person who is assigned the Delegate role in the assessor portal will be responsible for entering assessment information including developing Support Plans making Delegate decisions and printing client information including Delegate notification letters Current ACAT Delegates are expected to perform this role in the assessor portal Delegate A person who is assigned the Delegate Support role in the Support assessor portal will be responsi
122. tandard AUSkeys for all staff who will use the assessor 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 My Aged Care Assessor Portal User Guide Part Two 1 4 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 assessor 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 4 4 Organisation access requirements To access the assessor portal your organisation must nominate an individual to be your Organisation Administrator a role within the assessor portal As with other staff members the Organisation Administrator must have an AUSkey This person is the first person from your organi
123. te the steps below to close the referral for assessment If they do not they will receive notifications and alerts to remind them to action all referrals for assessment received A The Assess in other system action SHOULD ONLY be undertaken by the e ACATs prior to fully transitioning to My Aged Care e Victorian HAS prior to fully transitioning to My Aged Care The RAS should NOT complete the Assess in other system action To indicate that you are going to undertake the assessment in another system i e you will not be completing the assessment via that My Aged Care assessor portal follow the steps below 30 My Aged Care Assessor Portal User Guide Part Two Step One Select Assessments on the homepage myagedcare Welcome Anna Assessor Portal Step Two From the Assessments page you will be able to View full client record which will contain information collected at screening To indicate that you will undertake the assessment in another system select Assess in other system a myagedcare Australian Department of Sockal Services Home Assessments Dashboard Current work Recent work Assessments not started iene a Vince a Home Support orr Not started O High Assessments in progress Jamie CLARKE AC34945147 o Assessments completed 1800 836799 Siom 2p Y iii Welcome Tim from Northem Teritory of Australa Logout alale Solaj s oe pa
124. the assessor portal RAS and ACATs will use the NSAF via the assessor portal or the myAssessor app or printed version of the NSAF to undertake assessments The NSAF User Guide provides an outline of the principles that underpin the NSAF and guidance about how to use the NSAF to conduct an assessment The NSAF User Guide is available on dss gov au MyAgedCare This section steps you through how to Find a client and view a client record Attach a document send information to a client Register a client representative Complete identity verification Conduct assessment and create support plan send referrals for service s For more information about the client record registering a client and representative and the support plan see Guidance for Assessors and the National Screening and Assessment Form User Guide available at dss gov au MyAgedCare 37 My Aged Care Assessor Portal User Guide Part Two 3 1 Finding a client and viewing the client record The client record contains tabs with the following information e Client details e Attachments e Approvals e Services e Plans e Interactions To find a client and view their client record follow the steps below Step One From the homepage select Find a Client 1900836799 animi fi raas 9S myagedcare Assessor Portal Sesta Teparii d Sma ers mes Welcome Justin Step Two You can undertake a basic search for the client by entering their first name last
125. ther assessment was recommended None My Support Considerations i 1800 836799 Select Printer Send To OneNote 2010 SIRSTHO6MFD3 on PRINI e SIRSTHO6MFD1 on PRINFFPSO01 _ amp SIRSTHO6MFDS on PRINE a SIRSTHO6MFD2 on PRINFFPS001 lt a a r Sus Ready Pintto fe a Location ACT Sirius South L6 Comment Page Range Al Selection Pages 1 Enter either a single page number or a single page range For example 5 12 At Comprehensive Assessment identified the following cultural and or religious values as important for Service Providers to know as they may affect service delivery None At Comprehensive Assessment identified the following history of experiences as important for service providers to know as they may affect service delivery None 82 My Aged Care Assessor Portal User Guide Part Two 3 7 Referring clients for services or to waitlist For service recommendations made in the clients support plan Assessors can search for and match a client to a preferred service provider or prioritised list of service providers based on the client s preferred location and or preferences The Assessor can send a referral for services or a referral to waitlist A client can also be provided with a referral code that allows clients to visit providers prior to selecting their preferred provider A You must obtain consent from the client or their representative for a referra
126. to address the concern To add a goal to address the concern follow the steps below Step One Select Add a goal under the concern to be addressed BE myagedcare MENEE Assessments Find a client ire Reports Home Support plan and services Jaqueline Carter support plan and services Goals amp recommendations amp Printer friendly version Client goals Add area of concern concen concen Performing tasks around my home independently Edit Remove Other Recommendations Add a general recommendation Add a service recommendation Step Two Enter the goal record the client s motivation with 1 being least motivated to 10 being highly motivated to achieve that goal and indicate the goal status Select Save to plan Add goal Goal To be able to maintain my house on my own Motivation to achieve Goal status In Progress Save to plan Cancel 62 My Aged Care Assessor Portal User Guide Part Two Step Three You will receive a confirmation message that the goal has been added Continue to add concerns and goals as appropriate 1800836799 aiara EE oore tom Us Assessor Log BE myagedcare KIENS Assessments Find a client agre Reports graria Home Support plan and services Jaqueline Carter support plan and services Printer tiendiy version Goals amp recommendations Client goals Add area of concem H Concern Performing tasks around my home indepen
127. ty Support Plan Support Plan Notes y ACT 2900 I Go to assessment Bowman Event Details Date of event 17 04 2015 EJ Are there other participants who have been consulted prior to the assessment Yes No Setting In the client s home v Information primarily being collected from The client v Are there other participants involved in the assessment Yes No Event Completion Yes No End date Miranda Bowman Q Apartment 200 Vue Level 1 1 200 Ar t Greenway Note Before you have entered information in the mandatory fields marked with stars you will see a red triangle in the top right hand side of the box Miranda Bowman Assessment menu Event Details Reason for Contact Current Support Carer Overview Family Community Engagement amp Support Health Conditions Health Health Cont Health And Lifestyle Function Cognitive Psychosocial Home amp Personal Safety Support Plan Support Plan Notes Health Conditions Health or mental health condition or disability x 144 My Aged Care Assessor Portal User Guide Part Two When you answer the question this triangle disappears This feature helps you see what questions you need to answer in each section Step Three Undertake the assessment When you have completed the mandatory questions in each section a tick will appear beside the screen in the list down the left hand side of the page During
128. u MyAgedCare Guidance for Assessors will help you understand the new concepts and provide contextual information about functions that you will need to undertake via the assessor portal 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 assessor portal e Detailed instructions on how to obtain an AUSkey 1 1 2 Document Key LN Tris is used to highlight points that assessors need to pay particular attention to Administrator Delegate This is used to highlight a function that a person with a particular role within the assessor portal Administrator Team Leader Assessor FPS eT Lee Delegate Delegate Delegate Support will need to Support undertake Assessor The latest version of this document is available at dss gov au MyAgedCare My Aged Care Assessor Portal User Guide Part Two 1 2 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 client
129. y Find a client a Reports Beant Vincent LANKFORD Vince AC46191854 Aged 69 16 July 1945 Male Referred from Default Organization on 21 February 2015 Latest screening a View 21 February 2015 Support plan Vi Not started a ew a View full client record Start assessment with consent Print Assessment Assess in other system 31 My Aged Care Assessor Portal User Guide Part Two Step Three Confirm that you want to conduct the assessment in another system The assessment will no longer be available through My Aged Care Assess in other system Do you want to conduct this assessment in another system It will no longer be available through My Aged Care Yes conduct assessment in another system No take me back to my work queue 32 My Aged Care Assessor Portal User Guide Part Two 2 6 Reassigning or Unassigning referrals Once a referral has been accepted and assigned to an Assessor you may reassign it to another Assessor To reassign or unassign referrals follow the steps below Step One Select Referrals from the homepage 1800836799 ziena e PS myagedcare Assessor Portal Welcome Anna s opyngnt Commonwealth of Austraia ABN 36 342 015 856 Step Two Select Accepted referrals to display the referrals that have been accepted To reassign or unassign the referral to another Assessor select the arrow on the Client card A summary of a client s informat
130. y are already in the system Select Search Q 100836799 aise EFF oreson cassie Smee FEISS Assessments Finda client geere paes Brera Home Client Register a representative for Roy Howard All fields marked with an asterisk are required Personal details First name Last name Step Four Where matching records are found they will be displayed at the top of the page lf the person found is the correct representative to be added select the person s name to use existing record lf 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 B 1800 836 799 gf tem 8pm Welcome Ausin fom LKJ Assessment Logout S myagedcare CACHE Department of Social Services Assessments Find a client Finda aa phe Tasks and notifications Home Client Register a representative for Roy Howard Continue to register representative All fields marked with an asterisk are required Personal details First name Patricia Last name Howard Search 46 My Aged Care Assessor Portal User Guide Part Two Step Five Enter information in each of the mandatory fields include consents When complete select Register Register a representative for Roy Howard All fields marked with an asterisk are required Personal details Fir
131. ype for Delegate decision A This option is only available to ACATs conducting a comprehensive assessment To add a care type for Delegate decision follow the steps below Step One From the Goals amp recommendations tab select Add a care type for delegate decision You can do this from two places as seen in the screenshot below Identified needs Pe TrZ Ei Decisions Manage services amp referrals Associated People Review Client goals Add area of concern E Concern Carer is going away for 2 weeks Add a goal Goal To receive short term care in absence of carer J Edt P Remove Motivation to achieve 10 Status In Progress Add to this goal a general recommendation a service recommendation Link to an existing service recommendation Other Recommendations Add a general recommendation Add a service recommendation Add recommended living arrangements Add r delegate decision Assessment recommendation Comprehensive Assessment Step Two Fill in the required information about the care type recommended for approval Additional information may be required depending on the type of care selected i e if it recommended as a time limited approval the priority of the referral and if it was an emergency admission Select Save to plan Edit a care type Which are type applies Residential Respite Low Care v If time limited when does the approval stop optional e g dd mm yyyy
132. ys e Provide the person with the My Aged Care contact centre phone number 1800 200 422 e Send an Inbound referral accessed from myagedcare gov au requesting that contact centre staff call the person e Send a fax with information about the person Assessors can also register the person with My Aged Care and undertake an assessment Contact centre staff will create a client record for the person and ask a number of questions to work out their potential aged care needs This will enable contact centre staff to refer the client for assessment and or service s A There will be times where an Assessor attends a client s home to conduct an assessment and finds another person not registered with My Aged Care who needs an assessment The Assessor should register the person with My Aged Care and undertake an assessment after contacting the My Aged Care contact centre to request that a referral is sent to their organisation My Aged Care Assessor Portal User Guide Part Two 1 6 How to log in to the assessor portal The steps you will follow to log in to the assessor portal after the first time are outlined below The 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 assessor portal For more information visit https abr gov au AUSkey Step One Go to the
133. ysiologist vi Occupational Therapy Ongoing Allied Health and Therapy Services Other Physiotherapy Podiatry Psychologist Restorative Care Services Social Work Speech Pathology Find services Near client address No address provided Near suburb or postcode By provider name Enter provider name AYK x Search Cancel No providers matched criteria Step Four Select the clients preferred service provider s ask the client to consent and select Save selection and consent All fields marked with an asterisk are required Service Type Allied Health and Therapy Services ATS Health Worker Diversional Therapy v Occupational Therapy Other Podiatry Restorative Care Services C Speech Pathology Find services Near client address No address provided Enter provider name AYK Search Cancel 2 providers matched criteria _ Select all v AYK Eastem Services 0 RICHMOND Ph 03 9314 6254 Dietician or Nutritionist Exercise Physiologist Ongoing Allied Health and Therapy Services Physiotherapy Psychologist Social Work Near suburb or postcode By provider name AYK Northem Services O Richmond Ph 03 9486 9523 85 My Aged Care Assessor Portal User Guide Part Two Step Five Client service and waitlist preferences will be displayed and assessors may select Service preferences OR Waitlist preferences Home Client preferences Client prefere

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