Step-by-step instructions to submit a reassessment in My Aged Care

May 13, 2022 | AN-ACC

If you need some help on the process for a submitting a an AN-ACC resident reassessment within the My Aged Care portal, follow these helpful steps that were shared with us from a client.

Step1: The ‘residential care’ tile

Residential providers with the role of Team Lead and Staff Member can view the ‘Residential care’ tile.

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By selecting the tile, you can navigate to 2 tabs:

The care recipient tab will list all clients receiving permanent residential care for a service.
The requests tab will contain a list of all current and historical requests for assessments and reassessments.

Step 2: Viewing residential clients and their residential funding classification

The care recipient tab will list all clients receiving permanent residential care and details of their residential funding classification.

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Selecting a client will navigate to the client’s current and historical classification(s).

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Residential funding classifications can appear in three different ways:

‘Active’ indicates that the client has had a residential funding Assessment and has an active classification associated with their record.

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‘Pending’ indicates that a residential funding assessment has been completed, however, as classifications are displayed 7 days after assessment completion, it will remain in pending until this time has passed.

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‘No Classification’ indicates that a residential funding assessment is yet to be completed for this client.

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Step 4: Filtering the Care Recipients and Requests Lists

The Care Recipients list can be filtered using Last Name, First Name, Request Type or Aged Care User ID. You can also select ‘Advance Search’ to reveal additional criteria to filter with e.g. Classification.

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Once you have selected the filter you wish to add, select ‘add filter’ e.g. classification.

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Then select a classification (e.g. Class 4) and click the filter button. The Care Recipient list is now filtered accordingly.

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To add up to 7 filters relevant to your search repeat the above steps.

You can select ‘Save Filter’ for future use or ‘Clear Filter’ to start again.

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Step 5: Requesting an AN-ACC resident reassessment

Residential funding reassessments should only be requested if the client’s care needs have significantly changed. These requests should only be raised or recalled by persons assigned the Team Lead role. Persons assigned the Staff Member role can view current and historical classifications and should not request reassessments.

Once you have selected a client record, navigate to the Residential Care tab where you will be able to view the clients current Residential Permanent Classification, their Classification history and request a reassessment for the client.

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Once you select the ‘request reassessment’ button a pop-up will appear. Select ‘yes’ if there has been a significant change in care needs and then select ‘confirm reassessment’ button.

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You will then be navigated to a new screen. Select the criteria that the client meets for reassessment and select ‘request reassessment’ button.

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Step 6: Recalling a residential funding reassessment request

From the requests tab, select the client reassessment request that you wish to recall.

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A pop-up will appear where you can select the ‘recall reassessment request’ button.

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Select the recall reason from the drop down and select ‘recall reassessment request’ button.

Selecting reason ‘client unavailable’ will allow you to notify the department when the client becomes available for reassessment which can automatically request another reassessment for you.

Selecting ‘client deceased’ will mark the client as deceased in Health records, please ensure you have confirmed before submitting. The reassessment request will be closed.

Selecting ‘other’ will require you to submit a free text reason. The reassessment request will be closed

You should not use ‘outlet insufficient capacity’ as this value will not provide an accurate reason for recalling a referral.

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The reassessment request will now be recalled.

Step 7: Notify department the client is available for assessment

Persons with Team lead will be able to notify the department a client is available for assessment once client has returned to your residential facility.

The ‘notify client is now available for assessment” option is available to Team Leads if the client’s previous residential funding assessment referral was rejected or recalled with reason ‘client unavailable’.

From the ‘requests’ tab, select the request for the client you wish to notify is available for assessment.

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A pop-up will then open. Select the ‘notify client is now available for assessment’ button.

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A pop-up will appear to confirm the client is now available for assessment. If you would like a reassessment request to be automatically triggered select ‘Request reassessment and confirm client is available’.

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