Creating a carer link for Carer Allowance (CA) reviews 009-08020030

Check the Care Receiver Summary (CRS) screen for a link between the carer and their care receiver.

Does the care receiver’s name appear on the CRS screen?

• Yes, go to Step 2
• No, go to Step 3

If the link for the care receiver is:

• Current (CUR) for CA, the carer is receiving Carer Payment (CP) for this care receiver. Continue with the review. Go to Step 7
• Not current, but is for CA, consider whether restoration should occur or if a new claim is more appropriate. See either:
• Restoration of Carer Allowance (CA)
• Coding a claim for Carer Allowance (CA) where the care receiver is under 16, or
• Coding a claim for Carer Allowance (CA) where the care receiver is 16 or over
• Procedure ends here
• To another payment, consider if a new claim is more appropriate. See either:
• Coding a claim for Carer Allowance (CA) where the care receiver is under 16, or
• Coding a claim for Carer Allowance (CA) where the care receiver is 16 or over
• Procedure ends here

If there is no link between the carer and the care receiver on the (CRS) screen:

• Note the date of the activity in the carer's record
• Note the care receiver's name and date of birth
• Access the care receiver’s record

• Complete footer details as follows:
• Serv Rsn: 'CRA'
• Act: 'ADD'
• Srce: 'FRE'
• Date: date of the review activity
• Press [Enter]
• The system will go to the Name List (IL) screen
• 'S'elect the care receiver. Press [Enter] to go to the Person Details (PED) screen
• Key 'Y' to confirm and press [Enter] to go to the Activity List (AL) screen in the record of the care receiver
• 'S'elect the CRA/ADD activity

The Customer Details Task (CDTS) screen presents. Some screens will be pre-selected, depending on the information already detailed in the care receiver's record.

• Complete the selected screens, using field help ('?') for coding values
• The Country of Birth: Country of Citizenship: and Lived Overseas: fields must be recorded on the Legal Residence Information (RSLEG) screen. For customers who are not Australian or New Zealand citizens, record the visa information on the RSLEG screen. For assistance coding this screen, see Recording legal residence status
• Note: if the customer is recorded as an Australian citizen, a citizenship document must be recorded on the Identity Summary screen (this screen is found in Customer First by using the Search Workspace field)
• Ensure identity confirmation is recorded
• If the customer was born or has lived overseas, ensure the Country of Residence (CRES) screen is completed
• If the customer has had any absences since arrival, ensure the Customer Advised Travel Details (RSCD) screen and the corresponding country of location on the Address Details (AD) screen are completed
• If all absences have not been recorded, Service Officers must update the Absences Details (ABSN) screen and return to the CDRV screen to follow up on further updates or finalise the review
• Go to the Assessment Result (AR) screen and complete the care receiver CRA/ADD activity
• Return to the carer's record

Go to the Other Customer Links (OCL) screen.

• Code the following information:
• Link Type: 'CAR'
• From SVC Rsn: 'CDA'
• To: 'CRA' for adult care receiver or ‘CRC’ for child care receiver
• Start Date: date of activity
• Complete the Source: and DOR: fields and press [Enter]
• The system will go to the Link Person (LP) screen
• Code the care receiver details, using field help ('?') for coding values. Press [Enter]
• The system will navigate to the IL screen

'S'elect the care receiver and press [Enter]

Action the review in the care receiver's record, unless the care receiver does not have a record of their own, that is, the care receiver is a child and not a customer in their own right.

• 'S'elect the linked care receiver and press [Enter]
• 'S'elect the CDA/AAC activity from the AL screen in the care receiver's record
• Press [Enter] to go to the Care Allowance Review (CDRV) screen
• When the CDRV screen is accessed, some of the following screens will be selected, depending on the details recorded on CDRV. Use ('?') for coding assistance. If all circumstances are unchanged, the review can be completed by keying 'Y' in the Complete Review? field
• Care Details (CDCR) screen
• Care Receiver Benefit Action (CJBA) screen
• Treating Health Professional Assessment (CDTT) screen
• Carer Assessment (CDTC) screen
• Adult Medical Details (ADMD) screen
• Adult Disability Management (ADMG) screen
• Adult Disability Behaviour (ADBH) screen
• Adult Disability Personal Activities (ADPA) screen
• Adult Disability Cognitive Functions (ADCF) screen
• CDAT Validation (CDVL) screen

If the care receiver is a child:

• Care Details (CDCR) screen
• Child Medical Details (CDMD) screen

• Press [Enter] to flow through the screens, updating them using the information contained in the CA review

• Check the review form to see if there are any outstanding issues that require coding, for example:
• temporary absences, which should be recorded on the Absence (ABSN) screen, or
• income and assets variations

For more information about coding reviews, see Carer reviews.

• Record the details on a DOC
• Finalise the activity via the Assessment Results (AR) screen

The system will send advice to the customer notifying them of the review outcome.