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Aged care means assessment - Support at Home post-entry 065-18082138

This page contains the process for completing a means assessment for care recipients who have started receiving Support at Home.

Process Direct

On this page:

Residential Care Assessment (RCA) status and eligibility for verbal assessment

Outstanding information

Processing Aged Care means assessment

Updating name, address and contact details

Income and assets details

Finalise the means assessment

Residential Care Assessment (RCA) status and eligibility for verbal assessment

Table 1

Step	Action
1	Preliminary check Work item is allocated to Service Officer. The following message shows when an auto entry event activity exists. Customer has an existing RCA activity started in ISIS. Does this message show? Yes, Service Officers must complete this assessment in Customer First, and use Process Direct to: issue any Request for Information (RFI) if required. See Aged care letters - creating manual letters, and update the status of the transaction to Not Required and go to the Customer First tab to complete means assessment No, go to Step 2
2	Preliminary check of dates for post-entry assessment As no message exists complete the Aged care means assessment - preliminary checks. This includes action required when care recipient is RCA/CUR and the system to complete the means assessment. Determine the date of event (DOV) for the means assessment If care recipient has changed providers, check any discharge has been coded: Cancel RCA/HOM activity on Activity List (AL) screen Code discharge details on the Residential Care Assessment Circumstance (RCIRC) screen and finalise through the Assessment Results (AR) screen If the DOV for means assessment is before the date of death of the customer's partner, handover to Customer First is required. See Table 1 in Aged care means assessment - preliminary checks for this scenario and hand over function. Note: Check the Pensions Status History (PNSH) screen or Benefit Status (XDS) screen. This displays a history of the means tested income support payment (ISP) status including date of effect. Is the care recipient or partner in receipt of a means tested income support payment (ISP) from the date of entry for Support at Home? Yes, go to Step 3 No, go to Step 4
3	Date of receipt for care recipient receiving income support payment (ISP) Determine the correct date of receipt (DOR) to use for this means assessment. The correct DOR is required for ISP and means assessment purposes. Go to Step 5.
4	Date of receipt (DOR) for self-funded retiree The DOR used for a means assessment is whichever is on the AL screen, the DOR of the: auto activity, or means assessment form Go to Step 5.
5	Check the source of the means assessment A care recipient not in receipt of a means tested ISP must lodge an Aged Care Calculation of your cost of care form including when they do not wish to disclose their means. See Aged care means assessment. Note: if a care recipient has reached a lifetime cap and then change services, they will still be issued with requests for means assessment to give them the option to complete a new means assessment if their circumstances have changed. See Aged Care fees and payments – annual, time limited and lifetime caps. Has a calculation of your cost of care been completed and not yet assessed for the means assessment? Yes, if care recipient is Department of Veterans' Affairs (DVA) responsibility, go to Step 7 otherwise, see Table 2 No, verbal means assessment for an ISP customer, go to Step 6 auto RCA/HOM activity with keyword MTANOTRQ, go to Step 8 auto RCA/HOM activity, go to Step 9
6	Verbal assessments The completion of verbal means assessments can only occur for care recipients who receive a means tested ISP. If a verbal assessment is requested by an authorised third party, see Accepting information from and disclosing information to a Power of Attorney or Accepting information from and disclosing information to nominees. When undertaking a verbal assessment: tell the care recipient or third party: their income and/or assets details will be used to complete a Support at Home means assessment, and maximum aged care fees may be payable if income and/or asset details are not given discuss when the care recipient's record was last updated: update new details as needed if needed, use the questions on the Aged Care Calculation of your cost of care as a guide while on the phone with the care recipient when the care recipient has advised of changes to circumstances, and documentation is required to make these updates: request required forms/documents. See Verifying income and assets and Requesting information (CLK) issue an aged care RFI letter. See Table 4 in Aged care letters - creating manual letters use Fast Note - select Auto text, use Aged care > Assessment > Progress of Aged Care Assessment document advice provided and what detail has been requested Can the Support at Home means assessment be completed verbally? Yes, see Table 3 No: Advise an Aged Care Calculation of your cost of care is needed Record contact using a DOC/Note Procedure ends here
7	Care recipient in receipt of means tested DVA payment If the care recipient lodges an Aged Care Calculation of your cost of care form with Services Australia, send the form to DVA for completion. See Aged care means assessment - preliminary checks for the responsible departments for Aged care details. Check ACSP or ACMPS for: means assessment data provided by DVA, and fees are set from the date of entry Cancel the RCA/HOM transaction: Select the transaction from Transactions (TS) tile Select the customer's claim, the Status icon and then Change Status Update the Status to Not Required Select Save - this will cancel the new claim activity Record details on a DOC/Note (if not automatically created) that clearly states the claim has been cancelled Record the action taken. Use Fast Note - select Auto text, use Aged Care > Assessment > Aged Care MA Withdrawn/Cancelled. Include the following: all actions taken to confirm responsibility details of any contacts with DVA action taken to restart matching in ACMPS entry event resent to DVA with the date and time this occurred In ACMPS, copy the text details from Customer First DOC into ACMPS Note.
8	Automatic Assessment Failed - Check RCA/HOM If there is a started activity with MTANOTRQ in the Keywords icon, this means the Automatic assessment has failed. To process these activities: confirm from ACSP or ACMPS the date care started select the RCA/HOM activity and go to Errors (SWE) screen Means assessment can be completed, see Table 3.
9	MND letter process - request to lodge an Aged Care Calculation of your cost of care Check the Correspondence search screen in ACSP for issued letter. A care recipient will be issued with the following letters: MND - Initial Request Letter (HC41 or HCT1) MND - Second Request Letter (HC41 or HCT1) Have both MND request letters been issued to the care recipient? Yes, go to Step 10 No, go to Aged care letters - creating manual letters. Note: letters issued before 11 May 2024 were sent from ACMPS. In ACMPS, check the Communication History tab for the issued letter For post 2014 assessment scheme care recipients will only be issued one HC41 and two HCT1 letters procedure ends here
10	MND – First Notice letter sent Has the allowable time passed since the MND - First Notice letter and MND - Second request letters were sent to the care recipient? Yes, finalise the means assessment as MND, see Table 3 No, required number of days have not lapsed. Keep the means assessment RCA/HOM on hold: MND - Initial Request Letter (HC41 or HCT1) - 21 days from date of letter issue MND - Second Request Letter (HC41 or HCT1) - 14 days plus a time allowed to receive the letter from date of letter issue Update notes of activity to state why activity is being held, no DOC required procedure ends here

Outstanding information

Table 2

Step	Action
1	Check for an authorised person or organisation If the 'Authorising a person or organisation to enquire or act on your behalf' section on the Aged Care Calculation of your cost of care form has been completed, and all signatures/documentation are provided. See Adding or rejecting a nominee request to code a nominee. This nominee will be added to all aged care systems. See Person Permitted to Enquire (PPE) or Update (PPU) authority if a third party has been nominated as a: Person Permitted to Enquire (PPE), or Person Permitted to Update (PPU)
2	Check if additional information or documentation is required Confirm the Aged Care - Calculation of your cost of care form has been completed correctly and signed by the care recipient or authorised third party. See Aged care means assessment. Confirm documents provided by checking Document List (DL) and Documents tile Confirm previous information recorded on Notes tile Use the checklist in the Aged Care - Calculation of your cost of care form to confirm all necessary supporting documentation is provided Use Verifying income and assets to determine if supporting documents are required A Partner Details (MOD P) form is required: if the Aged Care Calculation of your cost of care form has details of a partner not linked to the care recipient's record, and the Partner has not signed the form see Change in relationship status from single to partnered If the previous Complex Assessment Officers (CAO) assessment is within the last 12 months and is recorded on the Trust/Company Income/Assets Summary (TRCIAS) screen, no further referral is needed Is more information needed to finalise the RCA/HOM activity? Yes, and the required information/documentation has: not previously been asked for, go to Step 3 previously been asked for, go to Step 6 No, see Table 3
3	Care recipient departed from care Do not issue further request for information letters if: the care recipient has departed from all care types with their Support at Home service provider, and further supporting information is needed to complete the assessment Has the care recipient departed from all Support at Home care types? Yes, see Table 4 No, go to Step 4
4	Collect outstanding information verbally Service Officers must make genuine attempts to contact by phone to discuss the request if this has not already occurred. Send a pre-call notification SMS if the customer or nominee is subscribed to electronic messaging. See Calling a customer or returning a customer's call. Note: although there is no obligation to give information verbally, advise the benefits and potential consequences of failing to provide information in the required time frame. Can the outstanding details be collected verbally? Yes: only verbal confirmation is required, see Table 3 supporting documentation is required, go to Step 5 No, and: outbound call was unsuccessful, go to Step 5 supporting documentation is still required, go to Step 5 the care recipient wants a written request for the information, go to Step 5 the care recipient does not want to disclose their means, see Table 4
5	Issue a Request for Information (RFI) letter Issue a written request for information notice to the claimant (and partner if applicable) using > Request Documents, See Table 4 in Aged care letters - creating manual letters Review the CAO Assessment DOC to make sure the most recent information is applied to the previous CAO assessment Complete a Complex Assessment Officer (CAO) referral (if needed) Procedure ends here until documents returned
6	RFI has been issued Is it 21 days plus an allowance to receive the notice since the RFI was issued to the care recipient? Yes, finalise the means assessment, see Table 3 No: code DL in Super Key or select Notes to annotate existing Fast Note or go to Customer First to create new Fast Note - select Auto Text, use Aged Care > Assessment > Progress of Aged Care Assessment to include action taken hold the means assessment RCA/HOM activity for remainder of the 21 days plus an allowance to receive the notice

Processing Aged Care means assessment

Table 3

Step	Action
1	Starting a means assessment transaction Check for an existing aged care means assessment from a scanned form or an existing entry event in Process Direct. Select the: Transaction Icon Transaction hyperlink to view details of means assessment To identify if the means assessment was created by a scanned form or an auto entry event, see Table 3on the Resources page in Aged care means assessment - preliminary checks. If no existing transaction or means assessment is being processed from a verbal assessment, a Social Online Application (SOA) shell is used to create a transaction in Process Direct. To create a new SOA shell: select SOA Shell from the Process Direct Landing page key the appropriate details in these fields: Benefit Type: Aged Care Means Assessment Customer CRN Date of Receipt Please select the care type:Support at Home for entries from 1 November 2025 or Home Care for entries prior to 1 November 2025 select Create Claim the Circumstance Data screen shows
2	Partner details If there is a partner to add, a Partner details (MOD P) form is required. See Table 2 in Change in relationship status from single to partnered. For more details see: Change in relationship status from single to partnered, or Change in relationship status from partnered to single Before selecting Process, Service Officers must: complete claim pre-checks update relationship details, and issue Requests for Information Relationship status cannot be changed after selecting Process, as this will cause errors. If relationship status needs updating after selecting Process, the assessments will need to be regenerated. See Process Direct navigation, common screens and functions. After completing any updates to Partner Details (MS), select Process. The following task selectors will show: Aged Care (RCA) Specific Screens Personal Details Income and Assets Select all task selectors and then select Next.
3	Aged Care (RCA) Specific screens A list of Aged Care (RCA) specific screens will show. Select required screens to complete a Support at Home means assessment: RMND - Residential Care Assessment - means test details RCIRC - Residential Care Assessment Circumstance RDEP - Residential Care Assessment - dependants (if required) Select Next.
4	Update the RCA means test details (RMND) screen Check existing entries on the RMND screen: delete any previous entries in the Reform Enquiry Means Test field on the RMND screen if MND was previously coded as ‘Yes’, this may need updating to ‘No’ or blank if means assessment is not being finalised as means not disclosed (MND), go to Step 5 For a Support at Home entry from 1 November 2025, a care recipient can elect to not disclose their means and when their means testing information is provided at a later date, the date of effect will be the day they withdraw the MND election. For example the date of receipt of the means information and cannot be equal to their date of entry. Finalise the means assessment as means not disclosed (MND) when a care recipient: has not provided an Aged Care Calculation of your cost of care: after the initial and second request sent and no response received has not replied to a request for further information (RFI) letter, or chooses not to disclose their income and asset details If the care recipient chooses not to disclose their means or has not responded to a request to lodge an Aged Care Calculation of your cost of care form, from the Means not disclosed table: select the Add button a prompt box opens Key the Event date: date of entry select 'Yes' from the dropdown menu Elected means not disclosed field will appear for entries post 1 November 2025 Select 'Yes' if the care recipient has elected to be Means not disclosed in writing Select 'No' for any other MND reason Save Once completed, select Next.
5	Check RCA circumstance (RCIRC) screen If the entry details are populated in the Event Notification Details: Select the confirm button in details confirmation Check the details match the entry in the Aged Care Staff Portal (ACSP) If details do not match: Select Edit To record entry details on the RCIRC screen: Institution Details: Select Add Key the Service name Key the admission date Select Save to update this information Income Test Details: Select Add Select ‘Yes’ from the dropdown menu Key the admission date Grandfathered Details: confirm date of effect is correct Once completed, select Next. If the assessment is being finalised as means not disclosed (MND), see Table 6.
6	Dependent children - RDEP screen For home care and Post 2014 scheme care recipients, dependent children mean that a care recipient will not have to pay an income tested care fee (ITCF). Income details must still be kept on the record. See Aged Care fees and charges - care subsidy reduction to zero. For Post 2025 scheme care recipients, dependent children will not exempt a care recipient from contributing to the cost of their care. Dependent children will affect the income threshold used in calculation of contributions and are still coded. If the customer has indicated that they have dependent children, under the Residential care assessment (RCA) dependants table: Select Add Key the Date of Event Select the number children from the dropdown menu Select Save to update this information See the References page for a link to the Aged Care Act 1997 definition of a dependent child. Once completed, select Next. Is a departure from Support at Home coded? Yes, go to Step 7 No, see Table 4
7	Care recipient has departed from care - further action If a departed care recipient provides all information and supporting documentation, complete a means assessment for their entry into Support at Home. In the future, if they depart then re-enter Support at Home within 120 days of the assessment being completed, the assessment stays valid and will be used for the new date of entry into care. Is all required information/documentation available to complete the Support at Home means assessment? Yes, see Table 4 No, see Table 6 > Step 1

Updating name, address and contact details

Table 4

Step	Action
1	Personal Details task selector Select required screens to update from the list shown: MS - Partner Details AD - Address ACS - Accommodation OC - Office Code TDS - Telephone Details EMA - Email Address Details Or check Select all tasks.
2	Marital Status (MS) screen Service Officers must update Partner Details before they start processing the assessment. Once started, no changes can be made. Is the current marital status and partner information correct? Yes, Select Next to proceed to the next screen No: Partner Details can only be updated before processing the assessment The activity must be regenerated to continue Note the claim ID for reference Select Back Select > Regenerate, and select an appropriate reason and select Save Go to the MS screen using Super Key See Table 3 > Step 2 for the process to update Partner Details When partner details updates are complete, use the claim ID or Customer Reference Number (CRN) to access the claim from the Transactions menu Once the partner details have been addressed, select Process
3	Update address and contact details Update a postal address when requested by a: care recipient court appointed guardian or administrator power of attorney (POA), or an existing Centrelink correspondence nominee when the postal address is different from their own postal address A postal address is not updated when requested by existing Centrelink correspondence nominee (NOC), when the postal address is the same as the Centrelink correspondence nominee's own postal address. For more details on updating addresses (including postal), see: Updating address details Adding or rejecting a nominee request Aged care request for a nominee or executor Accepting information from and disclosing information to a Power of Attorney To add new address details: From the Address (ADH) table, select Add button Complete all required fields and select Save
4	Updating personal contact information If the care recipient provides new information, update as required: Review and confirm accommodation details on Accommodation (ACS) screen For assistance in determining whether the care recipient is a homeowner or non-homeowner, see Home Ownership field on the Accommodation Details (AC) screen ACS coding is required for all care recipients (excluding where finalising as means not disclosed) Check Office Code (OC) screen Update any new contact number on the Telephone Summary Update the email address on the Email Address Details Check Indigenous Identifier on Other Contact Details (OCD) screen: If details are unknown and the field is blank Select Add Key the admission date in start date Select ‘Do not wish to answer’ from the dropdown menu Select Save to update this information Record a Fast Note that includes details of the executor and that the authority is pending evidence, if the customer: was receiving aged care has a benefit status of RCA/CUR or RCA/CAN-DEA, and executor details have been provided If evidence has been supplied, record executor details, Use Fast Note - select Auto text, use Aged Care > Enquiry > Executor Details. Acceptable evidence includes: Copy of the Will Letters of Administration Court order or similar document Letter from the legal representative of the executor or administrator of the estate Once personal details completed, see Table 5.

Income and assets details

Table 5

Step	Action
1	Income and assets information An Aged Care Calculation of your cost of care requests income information as at the date of event (DOV) of the aged care means assessment. Supporting documents may include a history of income. For multiple updates to income support payment (ISP) changes: the DOV should include the date of the change as stated in supporting documents, and if further changes occurred, the date of receipt If the partner has recently died, do not contact the care recipient or nominee. See Bereavement reviews for more details on reviews following the death of a member of a couple. Has the care recipient advised of any changes to their income and assets details? Yes, go to Step 2 No, go to Step 3
2	Select screens for updating income and assets Care recipients receiving an ISP can advise income and asset changes that occurred before the means assessment date of event (DOV). Code these changes as part of the means assessment. See Verifying income and assets: for details or documents required, and to determine if further verification and documents are required Select the screens to update from Income and Assets task selector: The task selector will pre-select and flag any modules that have provisional data from the assessment If means assessment is being coded from a scanned form, check all income and asset screens for existing information Partner income and assets will not show in the customer's record To view and update partner income and assets, select and select the partner from the menu slider To return to the customer's record use The coding of income and assets for aged care purposes aligns with the Social Security Act 1991. See the below links for more details including Process Direct coding: Coding income and assets for Centrelink payments and services Financial Investments Exempt income and assets for Centrelink payments Assessing deprivation/gifting Foreign income and assets Income streams Aged Care means assessment with total assessable assets equal to or greater than $10,000,000 (and applicable assessable income)
3	Find out if there is employment income Does the care recipient (or their partner) get any income from employment? Yes, and care recipient (or partner): receives an ISP, go to Step 4 does not receive an ISP, go to Step 5 No, go to Step 6
4	Code employment income - ISP care recipients Employment income reporting requirements for a care recipient or partner in receipt of an ISP: Statement reporter: have employment income must advise of income, hours worked and any other changes on their reporting day Notification reporter: no employment income or stable employment income and exception is met must advise starting work or any changes within 14 days See Reporting overview If this is the first time that the care recipient or partner is declaring income, see Recording and correcting employment income details. Go to Step 6.
5	Code employment income - self funded retirees Care recipients not in receipt of an ISP: are not able to update their income each fortnight as a non-continuous frequency such as Income for One period (IOP) have their income assessed in the same way as a continuous income exception notification reporter have regular income coded as 1WE (weekly) or 2WE (fortnightly) have variable income averaged over a suitable period See Determining the Date of Event for employment income for help coding income.
6	Department of Veterans' Affairs (DVA) income If no DVA income has been declared for aged care means assessment purposes, go to Step 7. If the care recipient has declared a DVA payment is received, check the Department of Veterans' Affairs Summary (DVAS) screen for DVA coding. Is the DVA payment/benefit coded correctly on DVAS screen? Yes, go to Step 7 No: Referral required to DVA Clearance Team Go to Payments from the Department of Veterans' Affairs (DVA) and referrals to the DVA Clearance Team for referral and Fast Note details Place the claim on hold for 5 days pending return Procedure ends here until DVA clearance team have completed coding
7	Update real estate and business (REBS) screen Update the REBS screen if the care recipient indicates: they own their own home, and it is on greater than 2 hectares/5 acres of land rental income is being received from real estate other than the principal home rental income is being received on a separate dwelling/self-contained area on the same title as their principal home an interest in: real estate other than the principal home a business partnership, a farm or from operating as a sole trader a private trust or private company Do any of these apply to the care recipient? Yes, go to Step 8 No, see Table 6
8	Curtilage coding on REBS Does the care recipient's principal home include land greater than 2 hectares/5 acres? Yes, see Assessing house and curtilage for help with assessing the principal home. If it meets criteria for extended land use exemption, go to Step 9 No, go to Step 10
9	Extended land use test Does the principal home and surrounding land meet the criteria for an extended land use exemption? Yes: On the REBS screen, key current market value of the whole property and house, and curtilage value of the home and first 2 hectares. See Table 2 in Assessing and coding real estate details Key the 'RCA Former Principal Home' indicator as 'Y' to stop the value of the home and property being assessed twice in the means assessment of assets Go to Step 10 No: Record land that does not meet the extended land use exemption criteria on REBS using 'Real Estate / Business Type' - HMB. Do not record the 'RCA Former Principal Home' indicator for Self-Funded Retirees Complete estimate check, including a valuation request if needed. See Aged care means assessment - home ownership and real estate estimates for more details Go to Step 10
10	Interest in real estate or receiving income from real estate Does the care recipient have an interest in any real estate including their former principal home? Yes, income from principal home, go to Step 11 income and/or asset from interest in real estate, go to Step 12 No, go to Step 13
11	Income from boarders and lodgers Support at Home care recipients remain in their homes whilst care is provided. For help with coding and information on how to assess income received by a care recipient from boarders and/or lodgers living in the care recipient’s principal home, see Income from boarders and lodgers.
12	Interest in real estate or receiving rent including for the principal home If the care recipient has an interest in any real estate or rental income is being received on a separate dwelling/self-contained area on the same title as their principal home complete a real estate estimate check, see Aged care means assessment - home ownership and real estate estimates key real estate income and assets on the REBS screen, see Assessing and coding the Real estate details
13	Business income When a care recipient (or partner) has an interest in a business, the means assessment includes any income and assets of the business. If income and assets of a business have changed, see Changes to income and assets from a business structure. Does the care recipient (or partner) have any interest in a sole trader business or a partnership? Yes: Sole trader business coding, see  Sole traders Business partnership coding, see Partnerships No, go to Step 14
14	Interest in a private trust or company Does the care recipient have an interest in a private trust or private company? Yes, go to Step 15 No, see Table 6
15	CAO referral required for private trust or private company If the care recipient or partner has an interest in a private trust or private company check if a Complex Assessment Officer (CAO) assessment has been completed within the last 12 months. A new referral may not be required. Check the Document List (DL) screen for a Completed CAO Assessment DOC and review the CAO Assessment DOC to make sure the information is applied to the previous CAO assessment. Has the most recent CAO referral been completed within the last 12 months? Yes, a new referral is not required, see Table 6 No: See Trusts or Companies for details on documents needed and CAO referrals See Identifying and making suitable referrals to the Complex Assessment Officer (CAO) for details on referring to a CAO for assessment If a new referral is required, go to Step 16
16	New CAO referral required To complete a new CAO referral: Select Back to return to Customer and activity information Select > Referral and complete required information Include the following in your referral to CAO information: Post 2014 scheme - means assessment based on income only Post 2025 scheme - means assessment based on income and assets Means assessment will change to Status: On Hold with reason Referral to CAO and Note will be recorded Once CAO assessment complete, see Table 6

Finalise the means assessment

Table 6

Step	Action
1	Means assessment is ready to finalise Has the care recipient departed from Support at Home before the completion of this means assessment? Yes, go to Step 2 No, go to Step 5
2	Care recipient departed from Support at Home To retain entry information in the care recipient's record, the means assessment is finalised for all departed care recipients. Was the means assessment able to be completed? Yes, go to Step 5 No, go to Step 3
3	Care recipient departed from Support at Home - means assessment not completed Reject the RCA/HOM activity in Customer First when: a care recipient departed from Support at Home before their means assessment is finalised, and the means assessment was not completed, for example, the information/documentation needed was not lodged To reject, go to Benefit Action (BA) screen by typing BA in Super Key field. Select Add New and complete the following fields: Benefit Type Code: will default to RCA Benefit Action: will default to REJ Notes: key 'REJ-OTH Customer departed from Support at Home before means assessment completion' Reason: OTH - Other Select Save
4	Code departure details After the RCA/HOM activity is finalised, record the departure date. Select the Customer Summary tile on the Process Direct landing page and key the Customer Reference Number (CRN), select Go Select on the CRN under Search Results From Start screen, select RCA Reassessment Select RCA Specific Screens, then select Start Select RCIRC - Residential Care Assessment Circumstance, select Next Select the Add button Key the Care type and Service name Key the Discharge date and Discharge reason from dropdown menu Select Save Key Receipt Date and Channel, select Save Select Assess Check any warnings or errors on Errors (SWE) screen and select Assess The Entitlements (ELD) screen will show and confirm RCA/CAN Select Finish Update note with any extra information and select Finalise Procedure ends here.
5	Resolve edits or errors After coding all required updates, select Assess and the SWE screen will show any errors/warnings in the Message Log to action. These messages inform of the items that need to be resolved to prepare to finalise the claim. On the SWE screen: review any warnings or errors appearing under Message Log: Digital Assistant (DA) can be used to help resolve errors. Key the error message into the DA. See Using Digital Assistance Roxy in Process Direct resolve all warnings and errors select Assess for the SWE screen to show again select Assess again to send the data to ISIS. Note: repeat the previous steps if more errors occur The Aged Care Income and Assets Summary (ACIAS) screen will show once all errors have been resolved.
6	Review and finalise assessment The ACIAS screen will show and display all income and assets that are currently being used to calculate a contribution rate. Confirm that this reflects current income and/or income and assets for the care recipient. Once checked, select Next to go to Entitlements (ELD) screen. The Entitlements (ELD) screen shows the outcome of the assessment and payment dates. Check the details are correct: The first ATH line and RCA Benefit line have a 'Period End' date equal to the date of event (DOV) of the assessment Any arrears or overpayments calculated are correct (based on DOV and date of receipt (DOR)) If required, check the following screens and make any necessary updates, such as manual rate adjustments on the Daily Rate Component (RAC) and Daily Rates Summary (RATS) screens. Payment Delivery Summary (RAD) Payment Summary (PS) Rate Summary (RATS) Rate Component (RAC) Assessment Consequences (ASC) Once the claim outcome is correct, select Finish.
7	Finalise Note Claim finalisation note template will show and be available to update where required. Most information will pre-populate from coding: Document if an update was made that differs from the details lodged. For example, a care recipient failed to provide bank account balances on the Aged Care - Calculation of your cost of care form but later provides a verbal balance When a verbal assessment was completed with changes coded, read the verbal declaration and document: verbal declaration has been read out and agreed to Once note is complete, select Finalise. Message will show status of means assessment.
8	Follow up action Determine if action is needed: Complete any progress of claim DOCs or scans Check if further action is needed on the partner's record, including an outstanding means assessment If the means assessment is completed verbally and there is not a nominee recorded, issue an Authorising a person or organisation to enquire or act on your behalf form (SS313) See also Adding or rejecting a nominee request When a care recipient has failed to provide information to complete the assessment, and they are in receipt of a means tested income support payment, request required forms/documents under relevant payment type. See Verifying income and assets and Requesting information (CLK).