From the reviews’ tab, select review’ on the support plan ‘Assigned ‘Reassign review to be reassigned or unassigned. Select another assessor or ‘Unassign’. The support plan review will now be reassigned to the selected assessor and the review will appear in their work’ tab. ‘Current Unassigned support plan reviews will return to the reviews’ tab. ‘Upcoming Cancelling a support plan review To cancel a review, follow the steps below. In the reviews’ tab, select review’ from the expanded view ‘Upcoming ‘Cancel of the client card for the review to be cancelled. Enter a reason for the cancellation and select review’ ‘Cancel The review will be removed from the reviews’ tab. ‘Upcoming Completed and cancelled support plan reviews will also appear in the ‘Recent work’ tab of the assessor who completed the review. Cancelling a support plan review with the reason of deceased’ will change ‘Client the client’s status to and make the client record read only. Any ‘Deceased’ unaccepted service referrals will be recalled and the client’s access to the client portal will be revoked. Important: Where a client is active in the national queue or has been assigned a Home Care Package, this will remove the client from the national queue and withdraw any assigned Home Care Packages. Support Plan Reviews will also be cancelled automatically a new assessment referral is issued and accepted for the client. This will allow the new
From the ‘Assigned reviews’ tab, select ‘Reassign review’ on the support plan review to be reassigned or unassigned. Select another assessor or ‘Unassign’. The support plan review will now be reassigned to the selected assessor and the review will appear in their ‘Current work’ tab. Unassigned support plan reviews will return to the ‘Upcoming reviews’ tab. Cancelling a support plan review To cancel a review, follow the steps below. In the ‘Upcoming reviews’ tab, select ‘Cancel review’ from the expanded view of the client card for the review to be cancelled. Enter a reason for the cancellation and select ‘Cancel review’ The review will be removed from the ‘Upcoming reviews’ tab. Completed and cancelled support plan reviews will also appear in the ‘Recent work’ tab of the assessor who completed the review. Cancelling a support plan review with the reason of ‘Client deceased’ will change the client’s status to ‘Deceased’ and make the client record read only. Any unaccepted service referrals will be recalled and the client’s access to the client portal will be revoked. Important: Where a client is active in the national queue or has been assigned a Home Care Package, this will remove the client from the national queue and withdraw any assigned Home Care Packages. Support Plan Reviews will also be cancelled automatically a new assessment referral is issued and accepted for the client. This will allow the new
quick_reference_guide_3_-_managing_referrals_for_assessment_and_support_plan_reviews.docx