This will populate the custom filter (shown below) so it can be easily accessed in the future. To remove a filter, select the button next to the filter red ‘Recycle Bin’ you wish to remove. You can choose to add that filter back again. To save your filter preferences for future use, select ‘Save Filter’. To apply your chosen settings, select the ‘Filter’ button. When filters have been applied, the link changes to ‘Advanced Search’ ‘Modify filter options’. the information entered. Selecting will clear Selecting ‘Clear advanced’ clears ‘Clear’ any current search results. Any matching search results will be displayed. If there are 'No records returned' (as shown below), you can select new ‘Register client’. You must have the to successfully complete registration. client’s consent The 'Register a client' screen will be displayed. Enter client details and select 'Register'. You will be taken to the the 'Client Record'. From this page, ‘Client Details’ tab on you can 'Conduct a the wallet check can also be wallet check now’. Note conducted through the myAssessor app or at other stages of the assessment. How do I conduct a facilitated referral for a client? A client referral must be assigned to you in the assessor portal before you can complete an assessment for that client. If the client has not been referred to you, follow the steps below. Call the My Aged Care contact centre on 1800 836 799 to facilitate a referral for the client to your organisation.
This will populate the custom filter (shown below) so it can be easily accessed in the future. To remove a filter, select the red ‘Recycle Bin’ button next to the filter you wish to remove. You can choose to add that filter back again. To save your filter preferences for future use, select ‘Save Filter’. To apply your chosen settings, select the ‘Filter’ button. When filters have been applied, the ‘Advanced Search’ link changes to ‘Modify filter options’. Selecting ‘Clear advanced’ clears the information entered. Selecting ‘Clear’ will clear any current search results. Any matching search results will be displayed. If there are 'No records returned' (as shown below), you can select ‘Register new client’. You must have the client’s consent to successfully complete registration. The 'Register a client' screen will be displayed. Enter client details and select 'Register'. You will be taken to the ‘Client Details’ tab on the 'Client Record'. From this page, you can 'Conduct a wallet check now’. Note the wallet check can also be conducted through the myAssessor app or at other stages of the assessment. How do I conduct a facilitated referral for a client? A client referral must be assigned to you in the assessor portal before you can complete an assessment for that client. If the client has not been referred to you, follow the steps below. Call the My Aged Care contact centre on 1800 836 799 to facilitate a referral for the client to your organisation.
qrg_1_-_registering_and_facilitating_a_referral_ras_0.docx