Once you select support plan and continue to match and you ‘Complete refer’, will not be able to make any changes to the assessment or support plan. Finalising the support plan When you have completed the assessment and the support plan, you will need to arrange referrals for the recommended service(s), before finalising the support plan. Refer to for detailed information on this process. To finalise the support plan, follow the steps below. Step 1: From any tab in the support plan you will have the option to client’s ‘Finalise support at the bottom of the page. plan’ The support plan should be finalised once an effective referral(s) has client’s been made or where the client chose not to proceed with aged care services or to manage their own referrals. An effective referral is where: A referral is accepted by a service provider The client has accepted responsibility for managing their own referral The outcome of the assessment is that no further action is required by the assessor. You must ensure that the information you have recorded in the client’s support plan is correct, as once the support plan is finalised, you will not be able to edit or change any information. However, you will still be able to issue referrals, generate referral codes and action rejected referrals, for recommendations after you have finalised a support plan, where appropriate. Step 3: A pop up box will display, and the referral status for each recommended service type will be pre-populated. Where a referral is you will need to ‘Not Actioned’ record a reason. If the face-to-face assessment was conducted in a remote location, you should ensure that the indicator is selected before ‘Remote Assessment’ the support plan is finalised.
Once you select ‘Complete support plan and continue to match and refer’, you will not be able to make any changes to the assessment or support plan. Finalising the support plan When you have completed the assessment and the support plan, you will need to arrange referrals for the recommended service(s), before finalising the support plan. Refer to for detailed information on this process. To finalise the support plan, follow the steps below. Step 1: From any tab in the client’s support plan you will have the option to ‘Finalise support plan’ at the bottom of the page. The client’s support plan should be finalised once an effective referral(s) has been made or where the client chose not to proceed with aged care services or to manage their own referrals. An effective referral is where: A referral is accepted by a service provider The client has accepted responsibility for managing their own referral The outcome of the assessment is that no further action is required by the assessor. You must ensure that the information you have recorded in the client’s support plan is correct, as once the support plan is finalised, you will not be able to edit or change any information. However, you will still be able to issue referrals, generate referral codes and action rejected referrals, for recommendations after you have finalised a support plan, where appropriate. Step 3: A pop up box will display, and the referral status for each recommended service type will be pre-populated. Where a referral is ‘Not Actioned’ you will need to record a reason. If the face-to-face assessment was conducted in a remote location, you should ensure that the ‘Remote Assessment’ indicator is selected before the support plan is finalised.
qrg_7_-_completing_a_support_plan_and_support_plan_review_ras_0.docx