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. 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 of the My Aged Care Assessor Portal User Guide Part Two: Team Leader, Assessor, Delegate and Delegate Support Roles to complete the support plan. Uploading assessments for new clients To upload assessment information for new clients follow the steps below. Before you can upload 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 to existing ‘Add client’. 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.
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. 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 of the My Aged Care Assessor Portal User Guide Part Two: Team Leader, Assessor, Delegate and Delegate Support Roles to complete the support plan. Uploading assessments for new clients To upload assessment information for new clients follow the steps below. Before you can upload 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’. 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.
qrg_12_-_myassessor_app.docx