39, 41 3.2 Attaching a document To attach a document to the client record, follow the steps in Section 3.1 to find the client, and then follow the steps below. Select Search. Step Four: This will display a client s information for you to view. Contact Pearson s Austin Operations Center. Select Add new client. You will need to copy and paste this information into the Client details page of the client record. If 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. 15, 17 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. People who perform a Delegate role will need to be assigned the Delegate role as well as the Assessor role in the assessor portal. 4.1 Assigning item for decision To assign items for decision follow the steps outlined below. My Aged Care Client Portal User Guide 4 1.3 Key terms Key Term Description ACAT Aged Care Assessment Teams (ACATs) conduct face-to-face, Aidacare AC Aged Care Bed User Manual. Step Four: You will receive a confirmation message informing you that the document has been attached. Step One: From the Goals & recommendations tab, select Add a care type for delegate decision. For comprehensive assessment, screens will be condensed on the navigation menu under Domain headings. This video provides an overview of the end-to-end client journey within My Aged Care. You will need to record some details about your decision and reasons. If successful, the Unlock app screen will be displayed. 40, 42 Step Three: Add the attachment by selecting Browse. To assign the referral to another Assessor, select the appropriate person from the list displayed and select Re-assign. In most cases, each person wanting to use participating government online services on behalf of a business must have a separate AUSkey. Step Four: You will receive a confirmation message that the concern has been added to the plan. 2. The following areas will be covered by this, CASUAL ASSESSOR CONNX User Guide GETTING STARTED 3 Internet access 3 HOME TAB 4 Welcome page 5 Timer 5 MY DETAILS TAB 5 Personal details 5 Pay details 5 Pay advices 5 Payment summaries 5 Bank accounts, Our website Internet Banking A safe and efficient way of accessing your People s Choice Credit Union accounts, paying bills and transferring money. 43, 45 Step Five: You will receive a confirmation message that registration has been successful. Step Two: To assign the referral to an Assessor, select the arrow on the Client card. Step Seven: You will receive a confirmation message that the correction request has been submitted to ACAP. 68, 70 Adding a care type for Delegate decision This option is only available to ACATs conducting a comprehensive assessment. My Aged Care assessor portal Aged care assessors must use this portal to manage referrals for assessment, record assessment details and manage client information such as support plans and referrals to services. Step Five: You will be asked to confirm. Assessors (and service providers) are required to complete the second step of the process by conducting a wallet check. 137, 139 The Support plan and Approvals page displays information collected during screening and previous assessments (if applicable). If you selected My client has identification, go to Step Four. The purpose of the Team Leader role within the assessor portal is to manage referrals. The My clients page will be displayed. This video provides an overview of how to access aged care services under a Home Care Package. if it recommended as a time limited approval, the priority of the referral, and if it was an emergency admission). Ticks will appear on the left hand side navigation panel when all mandatory questions (marked with an asterisk) have been completed for that section. Each AUSkey is linked to an Australian Business Number (ABN) and can be stored on a computer or a USB stick for staff that use multiple windows-based computers. 143, 145 Step Two: Select Go to assessment. Pinnacle Community Services Policies 2014. 87, 89 Step Seven: To issue electronic referrals, select Send referrals. 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. To ensure that you are viewing the most 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. Step One: Navigate to your Decision history tab 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. This video provides an overview of how to manage support plan reviews through the My Aged Care Assessor Portal. 5 0 obj
Step Four: You will receive an with an activation code. Step One: Open the app and enter your PIN, following the process in Attachment C: Section 2. 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. The myassessor app can only be used by one assessor, and access cannot be shared. The Assess in other system action SHOULD ONLY be undertaken by the: ACATs prior to fully transitioning to My Aged Care Victorian HAS prior to fully transitioning to My Aged Care. Step Three: Select the arrow on the Client card to display a summary of the client s information on the right hand side of the page. Step 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. 12 July, 2017. People who perform a Delegate role will need to be assigned the Delegate role as well as the Assessor role in the assessor portal. Attachments relating to the authority of an authorised representative such as Power of Attorney documentation must be attached to the representative s record, not to the client s record. Step Three: Once reassigned, the referral will appear in the selected Assessors list of referrals. 58, 60 3.6 Developing a support plan A support plan identifies areas of concern, goals to address these areas of concern, and recommendations for services or actions to be undertaken to achieve the identified goals. Note: You may edit or remove the goal once it has been added, by selecting either Edit or Remove. You must have an individual AUSkey linked to your organisation to access the assessor portal. The camera on the device will open. 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. 131, 133 3 Downloading referrals for assessment or adding a new client You can download referrals for assessment for all clients that have been assigned to you in the My Aged Care assessor portal. Step Five: Enter the activation code you were provided via , and select Confirm. Standard AUSkey for other Staff an Administrator AUSkey user s address; your full legal name; and an address that only you have access to. Managing referrals Once a referral is received, Team Leaders will manage referrals by either: Accepting the referral; or Rejecting the referral. Note: You can select Printer friendly version from the Identified Needs, Goals & recommendations or Manage services and referrals tabs. Therefore, Alpha e-pay and DeltaPAY are used, Single Sign On: Volunteer User Guide V3.0 Document Owner: Pathways Project Issue Date: 11-Jun-15 Purpose of the Document The Single Sign On (SSO) User Guide has been developed to provide users with instructions, ClinicAid Ontario - Getting Started Guide Welcome to ClinicAid Setting up your provider record Connecting your account to the MC EDT system Adding your first patients Doing a demographic import of patient. <>
Select Request changes to care approval decision 115, 117 Step Three: Record a reason for the change and select Ok, start changes. 123, 125 Step Three: Confirm that you want to Open, Save or Cancel the report. Further information is available in Guidance for Assessors. The support plan will appear an attachment to the client record. Step Two: The printer friendly version of the support plan will be displayed. 141, 143 Step Five: Select Complete. Please note: the screenshots below feature the myassessor app on the Windows Surface Pro 3 12 using Windows version 8.1 Professional. How do I access the list of calendars available for scheduling? Provisioning Lync Online... 1 1.1 Operating System Requirements... 1 1.2 Browser Requirements Administrative Centre... 1 2. Client cards will appear in alphabetical order. 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