The ‘Notes’ page enables you to add and view Client notes. The ‘Note pad’ page enables you to capture any additional information you need to about the client. 4.1 Adding information about new clients For new clients, you will need to add client details in the ‘About the client’ free textbox. There is a list of things you should try to capture to assist you. It is important that you collect the client’s details. You will need to provide this information to My Aged Care contact centre staff to enable them to register or find the client. When you upload the assessment to the My Aged Care assessor portal, this information will be formatted as an attachment. You will need to copy and paste this information into the Client details page of the client record. Completing identity verification Assessors will follow the same process to complete the identity verification process for clients who have a downloaded assessment and new clients. To conduct a wallet check follow the steps below. Step One: Open the app and enter your password, following the process in Section 2. The ‘My clients’ page will be displayed. Select either ‘Go to Assessment’ or ‘Add new client’. A page with ‘About’, ‘Wallet check’ and ‘Attachments’ will be displayed. Note: for downloaded assessments, ‘Support plans and approvals’ and ‘Notes’ will also be displayed. Step Two: Select ‘Wallet check’. The status of the wallet check will be displayed. To conduct a wallet check select ‘Conduct a wallet check’. Step Three: A page is displayed to record whether the client has identification that will allow you to complete the process.
The confirmation box displays a list of mandatory questions that are incomplete or invalid. Incomplete or invalid questions will not prevent you from uploading the assessment, however, you will need to complete all mandatory questions before you can finalise the assessment in the My Aged Care assessor portal. Step Three: The assessment will be uploaded to the My Aged Care assessor portal. The information you added as part of the NSAF will automatically populate to the record in the assessor portal. The support plan will appear an attachment to the client record. You will need to copy and paste these notes into the appropriate fields in the support plan. Any other notes entered in free text boxes will also appear as attachments to the client record. You can copy and paste this information into the appropriate fields. Once uploaded, you will not be able to access the downloaded assessment locally on the device. Step Four: Follow the steps outlined in Section 3.6.6 of the My Aged Care Assessor Portal User Guide Part Two: Team Leader, Assessor, Delegate and Delegate Support Roles to complete the support plan. Uploading assessments for new clients To upload assessment information for new clients follow the steps below. Before you can upload an assessment for a new client completed using the myAssessor app to the My Aged Care assessor portal, you will need to contact 1800 836 799 to confirm that the person does not already have a My Aged Care client record. Step One: Select ‘Add to existing client’. Step Two: You will be prompted to call 1800 836 799. If you have already contacted the contact centre, and had a referral sent to your organisation, select ‘Yes’. Note: A person assigned the Team Leader role in the My Aged Care assessor portal will need to accept the referral and assign the referral to you before it appears in your referral queue.