2.2.3 Adding recommendations for prior approvals Prior approvals that a client may have that were not created in My Aged Care do not automatically populate in a client’s support plan. To issue service referrals for a prior approval, the approval must be manually added as a recommendation of type for delegate approval’. They will not be submitted ‘care to the delegate for decision. To do this, follow the steps in section 2.3.2 (step 2d) and the details of the approval will be displayed. Once you have added a prior approval, you are able to match and refer for services for these approvals. Prior approvals do not appear in the tab of the client’s Support ‘Decisions’ Plan, and they do not require another Delegate decision. You must still submit the assessment to the delegate, with a Change to Existing Care ‘No Approvals’ recommendation, to finalise the support plan and match and refer for services. 2.3 Decisions The tab contains information about any care types you are ‘Decisions’ recommending for the client. The status of the decision (e.g. recommended care requiring delegate decision) will be displayed. Existing prior care approvals will not appear in the tab. ‘Decisions’ The tab is where you can upload a client’s application for care form for ‘Decisions’ care requiring approval under the Act. Select to choose the correct file, and ‘Browse’ then to upload the document to the assessor portal. You will be able to ‘Upload’ locate this document by viewing the relating to a client record. ‘Attachments’ 2.4 Manage services and referrals The services & referrals’ tab enables assessors to issue referrals for ‘Manage services and care types (after the delegate decision if the client is applying for care under the Act). contains detailed information on this process.
2.2.3 Adding recommendations for prior approvals Prior approvals that a client may have that were not created in My Aged Care do not automatically populate in a client’s support plan. To issue service referrals for a prior approval, the approval must be manually added as a recommendation of ‘care type for delegate approval’. They will not be submitted to the delegate for decision. To do this, follow the steps in section 2.3.2 (step 2d) and the details of the approval will be displayed. Once you have added a prior approval, you are able to match and refer for services for these approvals. Prior approvals do not appear in the ‘Decisions’ tab of the client’s Support Plan, and they do not require another Delegate decision. You must still submit the assessment to the delegate, with a ‘No Change to Existing Care Approvals’ recommendation, to finalise the support plan and match and refer for services. 2.3 Decisions The ‘Decisions’ tab contains information about any care types you are recommending for the client. The status of the decision (e.g. recommended care requiring delegate decision) will be displayed. Existing prior care approvals will not appear in the ‘Decisions’ tab. The ‘Decisions’ tab is where you can upload a client’s application for care form for care requiring approval under the Act. Select ‘Browse’ to choose the correct file, and then ‘Upload’ to upload the document to the assessor portal. You will be able to locate this document by viewing the ‘Attachments’ relating to a client record. 2.4 Manage services and referrals The ‘Manage services & referrals’ tab enables assessors to issue referrals for services and care types (after the delegate decision if the client is applying for care under the Act). contains detailed information on this process.
quick_reference_guide_7_-_completing_a_support_plan_acat.docx