Service providers can only view notes of type and ‘Client story’, ‘Other’ ‘Observations’. When contact centre staff or assessors add a about a client, ‘Sensitive note’ service providers who are sent a referral for that client will see a flag informing them that there is a sensitive note about the client. If you believe the information may impact your provision of services to the client you can call the contact centre to request this information. Viewing tasks and notifications You can view tasks and notifications in the provider portal. The steps to view tasks and notifications are outlined below. Administrators at the organisation or outlet level can manage task and notification email preferences for their organisation/outlets. This process is described in Section 2.4.2 in the Provider Portal User Guide Part One Administrator – Functions. Step One: From the provider portal homepage select and ‘Tasks notifications’. Step Two: To view tasks for your organisation select ‘Tasks’. You can filter Tasks by Care User and navigate directly to the ‘Due Date’, ‘Aged ID’ associated client record by selecting client ‘View record’. Tasks should be marked as complete once the required action has occurred using the tick box. Step Three: To view notifications for your organisation, select ‘Notifications’. You can filter Notifications by and navigate directly to the ‘Date Received’ associated client record by selecting client ‘View record’.
Service providers can only view notes of type ‘Client story’, ‘Other’ and ‘Observations’. When contact centre staff or assessors add a ‘Sensitive note’ about a client, service providers who are sent a referral for that client will see a flag informing them that there is a sensitive note about the client. If you believe the information may impact your provision of services to the client you can call the contact centre to request this information. Viewing tasks and notifications You can view tasks and notifications in the provider portal. The steps to view tasks and notifications are outlined below. Administrators at the organisation or outlet level can manage task and notification email preferences for their organisation/outlets. This process is described in Section 2.4.2 in the Provider Portal User Guide Part One – Administrator Functions. Step One: From the provider portal homepage select ‘Tasks and notifications’. Step Two: To view tasks for your organisation select ‘Tasks’. You can filter Tasks by ‘Due Date’, ‘Aged Care User ID’ and navigate directly to the associated client record by selecting ‘View client record’. Tasks should be marked as complete once the required action has occurred using the tick box. Step Three: To view notifications for your organisation, select ‘Notifications’. You can filter Notifications by ‘Date Received’ and navigate directly to the associated client record by selecting ‘View client record’.
provider_portal_user_guide_part_two_-_team_leader_and_staff_member.docx