Manage aged care recipient records 065-13070030

Name change request summary

Table 1: this table summarises the name change approval process. Service Officers can use this table to identify whether to approve or reject a request.

If Service Officers cannot locate the care recipient in Customer First, they can continue to process the request.

Change request	New or correction reclaim	Approve/Reject	Add to template	Amend ACMPS to match Customer First (add Note)
No Match	New	Reject	Yes	No
No Match	Correction	Reject	Yes	No
Match	New	Approve	No	No
Match	Correction	Approve	No	No
Minor	New	Approve	Yes	Yes
Minor	Correction	Approve	No	No
Major	New	Approve	Yes	Yes
Major	Correction	Reject	Yes	No
Deceased	New	Approve	No	No
Deceased	Correction	Approve	No	No

Historical process - Update a care recipient record

Table 2: personal details including care assessment and identification numbers automatically update from data exchanged between systems. Staff must direct all requests to manually update personal details in the ACMPS and ACSP, to the Aged Care Programs Branch for action.

Step

Action

Update a care recipient's profile in ACMPS

For Aged Care Programs Branch, Operational Change and Correspondence Management staff only.

To update a care recipient's profile in ACMPS:

Log on to ACMPS
On the Home screen, select Care Recipient Search option from the top menu. The Search: Care Recipient screen will show
Key the care recipient's personal details in the relevant fields
Select Search. The search results will show
Select the relevant care recipient. The Care Recipient Profile screen will show
Select Care Recipient Details tab
Select the Edit option
Key the required updates
Select Save

Advise the requestor that updates to the care recipient's profile are complete.

Historical process - Searching and actioning various eACCR statuses in ACMPS

Table 3: this table describes how Service Officers search for and process various electronic Aged Care Client Record (eACCR) statuses in ACMPS. Limited user access exists to perform specific sections of the following procedure.

Step	Action
1	Search eACCRs with a specific status Note: a care assessment search can also be done via the Aged Care Staff Portal (ACSP), see Table 1 in Aged care care assessments and approvals. Log on to ACMPS On the ACMPS Home screen, select Claim & ACCR from the left hand side menu The Claim & ACCR Search screen will show Select ACCR Search. The ACCR Search screen will show To approve the: change in Name, go to Step 2 change to Part 6 Name Change approval, go to Step 3
2	Approving a name change To search for the care recipient, key the fields with the following details. Log on to ACMPS On the ACMPS Home screen, select Claim & ACCR from the left hand side menu. The Claim & ACCR Search screen will show Select ACCR Search. The ACCR Search screen will show Set the Status field as 'Name Change Approval (ACCR status)' Set the Request Category field as either 'Aged Care Client Record (eACCR/ACCR)', 'Aged Care Client Record (eACCR/ACCR) Old' or 'Aged care Client Record/NSAF - IC' Select Search Select the required assessment Name Change Approval - SO tab to process Can the changes be approved? Yes, select Approve and Save No, reject by selecting Reject and Save Procedure ends here.
3	Part 6 Name Change approval Note: for Subject Matter Experts (SME) and Team Leaders only. Key the fields with the following details to search the care recipient. Log on to ACMPS On the ACMPS Home screen, select Claim & ACCR from the left hand side menu. The Claim & ACCR Search screen will show Select ACCR Search. The ACCR Search screen will show Set the Status field value as 'Part 6 change approval - DoHA (ACCR status)' Set the Request category field value as 'Aged Care Client Record ('eACCR/ACCR), 'Aged Care Client Record (eACCR/ACCR) Old' or 'Aged care Client Record/NSAF - IC' Select Search Select the required assessment 'Part-6/Reversal Approval - DoHA' tab to process Can the changes be approved? Yes, select Approve and Save No, reject by selecting Reject and Save

Operations team - Tier 3 SharePoint Escalation Form

Aged Care Programs - Operations team Escalation Form

Note:

Service Officers must provide a valid reason for the resource request in the Permission field
The access request will be rejected if details of the work role are not provided

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