Confirmation of the support plan review date will be displayed under the Review Tab. Step Four: This will display a client s information for you to view. Please note: the screenshots below feature the myassessor app on the Windows Surface Pro 3 12 using Windows version 8.1 Professional. People who perform a Delegate role will need to be assigned the Delegate role as well as the Assessor role in the assessor portal. 98, 100 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 camera on the device will open. The Assessment button will be visible when you are on the Client pages. 118, 120 Step Three: A DSS Request activation code page will be displayed. Grantium guidance for applicants How to create and manage your user account and applicant profile Version 1 January 2016 1 Contents Introduction... 3 What is a user? They will be responsible for setting up organisational details and access to the portal for other staff. 3. 31, 33 Step Three: Confirm that you want to conduct the assessment in another system. Factoring Guide, Government buyer user manual System Requirements and Administration Version 2.0, Questions and Answers for using MyCareCouncil, Grantium guidance for applicants How to create and manage your user account and applicant profile. To conduct a wallet check select Conduct a wallet check. 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). Further information about the myassessor App is available at Attachment C. Staff must have an individual AUSkey linked to their organisation to access the assessor portal. Ticks will appear on the left hand side navigation panel when all mandatory questions (marked with an asterisk) have been completed for that section. The Reports and forms page will be displayed. 3 0 obj Step Two: Select Client in the top right hand corner of the page. The comprehensive assessment will be marked as Awaiting Delegate Decision. The review date will be displayed on the support plan. Select Generate referral code. Step Seven: The assessor portal homepage will be displayed. Please note that you will need to use the Support Plan Notes section to develop the support plan. Complete the assessment. The steps you need to take to log in for the first time are outlined in Attachment A. The search results will be sorted to display the most relevant service providers first, or randomised in the case of equal relevance. 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. From 1 July 2015, people seeking access to Commonwealth funded aged care services should be directed to My Aged Care. The myAssessor app enables My Aged Care assessors to assess older Australians’ aged care needs while offline. Step Two: In the Recently Requested Reports list, select View on the report you would like to view. This will display the list of items which require decision by a Delegate. Narrator: My Aged Care is your starting point to access government-funded aged care services. Version 1 January 2016, Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014, Illinois Medicaid EHR Incentive Program for EPs, What are the benefits of using Revenue Online? Step Two: View representative(s) information and confirm representative has not already been established/linked to the client record. Instructions for approval of digital invoices, FAQ - Online Applications - Payment and Submission, HHS Accelerator: Account Creation and Access, Factsheet HSV05 Moving into Residential Aged Care. Step Seven: You will receive a confirmation message that the correction request has been submitted to ACAP. The provider is required to enter this information on the client record via the My Aged Care provider portal. Search criteria include: The list of service sub types that are available for the service selected, to further refine the search for a specific client need The client s service delivery address for location based searches Preferred service delivery setting: client location or service provider location Direct search for service providers by name Please note: other search criteria may be available depending on the service selected. If it was associated with a goal, it will appear under the goal when expanded. The RAS use the My Aged Care assessor portal and NSAF to record the assessment and support plan, and make referrals to services. You will have the option to open and save the document. Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition... DocuSign Quick Start Signer Guide Signing Documents with Requests for Attachments There may be times when you need to provide supporting documentation to the sender. To register for the first AUSkey you need to be an eligible associate recorded on the Australian Business Register (ABR) for that ABN. Overview of the TEA Login Application... 1. The first step occurs during registration, where client information is verified against records held at the Department of Human Services. 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. Your account has now been successfully activated. Once accepted, the Team Leader will assign the referral to an Assessor. 117, 119 Attachment A - First time login to the assessor portal Before you login to the assessor portal for the first time, you need to activate your account by completing the following steps. The Delegation process (A recommendation sent by a comprehensive assessor to a Delegate for approval for services under the Aged Care Act 1997 (the Act)) is detailed in Section Options for conducting assessments Assessors can conduct assessments via: The assessor portal The myassessor app, and upload information in to the assessor portal when the assessor next has internet connectivity (see Attachment C for further information) A printed copy of the NSAF, and enter information in the assessor portal after the assessment has been undertaken. <> This brief training document will provide an overview of the application process and show you new, Date 28/07/2014 Table of Contents 1. If the service recommendation was not associated with a goal, it will appear under Other Recommendations. 14, 16 Step Three: After you select Continue the assessor portal homepage will be displayed. The My Aged Care Client Portal User Guide (Client Portal User Guide) outlines how clients (you) and representatives (such as carers or others who may act on your behalf) will use the My Aged Care client portal (the client portal). 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. 76, 78 3.6.6 Completing the Support Plan The RAS need to undertake this step when they are ready to refer clients for services. You will only need to use this activation code when logging in for the first time. 27, 29 Step Three: Select Assign. 7 0 obj 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. The availability of the service and waitlist is displayed for each service provider. It is recommended that this document is read before the Provider Portal User Guide. Alternatively, you can sort referrals by priority (high to low or low to high). Step One: When you have ensured the care types you are approving are listed, select Save and delegate. No part of this publication may be reproduced or transmitted in any form or by any means, electronic. ��G�Z��4�v���G�����6C�Zc4{m��+z#N"��k�M��Im�C��]��7� uL)���8�r`�Y�ǭY��l-�1/��v휍�h�ݔۡT��k���׿7��r��vH�ԡ �su�j���︠y��0�#�gܘ�v�ݮ����G�P��j�m$�����kK-�E�ז=H����̛���m?ܸڈk:�qC�\i����8n U�-Z� k��@{qd�^i1�"GLjNJH��|ywŠ`Z;�.���!�����9��Ggct}���tig%�Y����&9��4cHJP�PP�XFvtr����c;�"����FX�Ц���:)B���Y�W�wf�\} 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. 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. 4.1 Adding information about new clients For new clients, you will need to add client details in the About the client free textbox. Step Two: You will be taken to the Decisions tab on the support plan. More information about tasks and notifications is available in Guidance for Assessors. If you affirm, click, Lync Online Deployment Guide. Proceed to Step Five. It will also contain information about Approvals, if applicable. The app gives assessors access to a subset of functionality from the assessor portal, including the ability to perform an assessment using a version of the National Screening and Assessment Form (NSAF) and create a preliminary Support Plan. 1 My Aged Care Assessor Portal User Guide Part Two: Team Leader, Assessor, Delegate and Delegate Support Functions June 2015, 2 Contents 1 Background and overview of the assessor portal Purpose of the Guide What this Guide does not cover Document Key Key Terms Introduction to using the assessor portal Further information, enquiries and technical support Preparing to access the assessor portal AUSkey and technology requirements What is AUSkey? If you are using another device, the myassessor app will render slightly differently. Further information about the management of referrals, including the information contained in a referral, and the priority status, is in Guidance for Assessors, available on dss.gov.au/myagedcare. The Assessor role should be assigned in accordance with the role the person performs in their organisation, and the completion of associated training. Step Four: You will receive a confirmation message of your change request, and you can make changes to the care approvals as required. 135, 137 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. Step Two: From the Assessments page, Assessors will be able to see the clients assigned to them in Current work or Recent work. The support plan is developed by the Assessor and the client at the face-to-face assessment. For the purposes of completing this action, the person does not need to perform assessor functions in the organisation or complete associated training. The, To make this website work, we log user data and share it with processors. Proceed to Step Five. When you upload the assessment to the My Aged Care assessor portal, this information will be formatted as an attachment. This video provides an overview of the end-to-end client journey within My Aged Care. Please scroll to the appropriate topic. The purpose of My Aged Care Guidance for Assessors (this document) is to help assessment organisations understand how they will interact with My Aged Care. 1 0 obj AER Online User Management, Alpha e-pay v2 Merchant User Manual (v1.9), ClinicAid Ontario - Getting Started Guide, Florida Department of Environmental Protection Office of Technology and Information Services. 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). Equipment Scheduling Workflow Overview 4. If the client has not been referred to you for assessment, you need to call to discuss the person s registration status with My Aged Care. This assessment will be locked until you Upload the assessment (see Attachment C: Section 7). 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. Table of Contents. User s Guide for the Texas Assessment Management System Version 8.3 Have a question? The Administrator AUSkey holder is also able to set up Standard AUSkeys for all staff who will use the assessor portal. Customer User Guide 03.13, Identity Hub Service Desk Handbook. If you are assigned more than one role, your portal homepage will display the functions for all the roles you are assigned. 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. Once uploaded, you will not be able to access the downloaded assessment locally on the device. Step Five: Enter the activation code you were provided via , and select Confirm. The reports tab displays a list of Recently Requested Reports and Reports. Further details of software and compatibility can be found at For more information: visit the Australian Business Register (ABR) website at or call the ABR national service desk ( ). User Guide v2.0, Technology @ QMU. Step One: Select Add to existing client. You will need to record some details about your decision and reasons. To reassign or unassign a Delegate follow the steps below. endobj 83, 85 Depending on the service selected, a location search may either be region/area based (e.g. Assessors will prepare for assessments by downloading referrals for assessment (while connected to the internet) to their supported device before they undertake the assessment. If you require further information about how to nominate your Organisation Administrator, please the Department at Where can you go for more information? 49, 51 Step Two: A notification will be displayed at the top of the client record if you need to conduct a wallet check. To add a goal to address the concern follow the steps below. Step Two: A confirmation message will be displayed. Add required information, including name of the attachment and type of document. This aims to ensure that duplicate client records are not created. Step One: From the homepage, select Find a client. Step Six: To send the referrals to waitlist select Send referrals. Call 800-627-0225 for technical support Monday Friday, 7:30 am 5:30 pm (CT), TEAL Help Table of Contents Overview of the TEA Login Application... 1 Features... 1 Roles in Obtaining Application Access... 1 Approval Process... 2 Processing an Application Request... 4 The Process, SYNTHESYS MANAGEMENT User Management Synthesys.Net User Management 1 SYNTHESYS.NET USER MANAGEMENT INTRODUCTION...3 STARTING SYNTHESYS USER MANAGEMENT...4 Viewing User Details... 5 Locating individual, User Guide Contents Chapter 1: Signing In... 1 Chapter 2: My Profile... 4 Chapter 3: Expense Reimbursements... 9 Chapter 4: Submitting Your Receipts... 17 Chapter 5: Advance Requests... 21 Chapter 6: Acting, Remote Access End User Reference Guide for SHC Portal Access Version 2.0 6/7/2012 This remote access end user reference guide provides an overview of how to install Citrix receiver, which is a required, Registration Guide- New entrepreneurs Erasmus for Young Entrepreneurs Support Office co/eurochambres 1 Table of contents Background and purpose of the guide... 3 STEP 1 Preparing your registration... 3. 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Or web-enhanced courses completing questions may result in a change in services, or Financial and Care feature. Taken to the portal for other staff questions being added or removed other AUSkey administrators within assessor.
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