Select the reason for revocation from the drop down menu and enter detailed information in the Comments section to explain why you are revoking the referral after acceptance. Select ‘Revoke referral’. You will receive confirmation that the referral has been revoked, and it will no longer appear in your services tab. ‘Accepted pending’ When a referral is revoked after acceptance, other referrals (such as from a broadcast or preference referral) will be automatically issued. How do I accept an electronic referral to waitlist? If a service provider chooses to turn on the waitlist function in the provider portal, they will be able to accept electronic referrals to a waitlist. Accepting a referral to waitlist allows a client to be placed on a waitlist for a particular service until the service becomes available. To accept waitlist referrals, the Administrator for your organisation must ensure that ‘Waitlist for specific services is set to This procedure is described on page 24 of the availability’ ‘On’. Navigate to the page and view the tab. ‘Service referrals’ ‘Incoming referrals’ Expand the information in either the card or list view, and select to client’s ‘Accept Waitlist’. The referral will now appear in the tab in the page. ‘Waitlist’ ‘Service referrals’ 3. Referral codes: How do I retrieve a referral code? A client may choose to be issued with a referral code by assessors or My Aged Care contact centre staff. A referral code allows clients to visit different service providers to discuss their needs prior to choosing their preferred provider. If a service provider Team Leader has been given a referral code, they should follow the procedure below to retrieve the referral. 1. From the homepage select a referral ‘Retrieve code’.
Select the reason for revocation from the drop down menu and enter detailed information in the Comments section to explain why you are revoking the referral after acceptance. Select ‘Revoke referral’. You will receive confirmation that the referral has been revoked, and it will no longer appear in your ‘Accepted services pending’ tab. When a referral is revoked after acceptance, other referrals (such as from a broadcast or preference referral) will be automatically issued. How do I accept an electronic referral to waitlist? If a service provider chooses to turn on the waitlist function in the provider portal, they will be able to accept electronic referrals to a waitlist. Accepting a referral to waitlist allows a client to be placed on a waitlist for a particular service until the service becomes available. To accept waitlist referrals, the Administrator for your organisation must ensure that ‘Waitlist availability’ for specific services is set to ‘On’. This procedure is described on page 24 of the Navigate to the ‘Service referrals’ page and view the ‘Incoming referrals’ tab. Expand the client’s information in either the card or list view, and select ‘Accept to Waitlist’. The referral will now appear in the ‘Waitlist’ tab in the ‘Service referrals’ page. 3. Referral codes: How do I retrieve a referral code? A client may choose to be issued with a referral code by assessors or My Aged Care contact centre staff. A referral code allows clients to visit different service providers to discuss their needs prior to choosing their preferred provider. If a service provider Team Leader has been given a referral code, they should follow the procedure below to retrieve the referral. 1. From the homepage select ‘Retrieve a referral code’.
qrg_-_manage_referrals_for_service_through_my_aged_care_provider_portal.docx