The page enables you to add and view Client notes. ‘Notes’ The page enables you to capture any additional information you need to about ‘Note pad’ the client. 4.1 Adding information about new clients For new clients, you will need to add client details in the the textbox. ‘About client’ free There is a list of things you should try to capture to assist you. It is important that you collect the details. You will need to provide this client’s 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. 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 password, following the process in Section 2. The page will be displayed. Select either to or new A ‘My clients’ ‘Go Assessment’ ‘Add client’. page with and will be displayed. Note: for downloaded ‘About’, ‘Wallet check’ ‘Attachments’ assessments, plans and and will also be displayed. ‘Support approvals’ ‘Notes’ Step Two: Select The status of the wallet check will be displayed. To ‘Wallet check’. conduct a wallet check select a wallet ‘Conduct check’. Step Three: A page is displayed to record whether the client has identification that will allow you to complete the process.
The ‘Notes’ page enables you to add and view Client notes. The ‘Note pad’ page enables you to capture any additional information you need to about the client. 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. 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. 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 password, following the process in 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. Step Two: Select ‘Wallet check’. The status of the wallet check will be displayed. To conduct a wallet check select ‘Conduct a wallet check’. Step Three: A page is displayed to record whether the client has identification that will allow you to complete the process.
qrg_12_-_myassessor_app.docx