Carer Payment (CP) and/or Carer Allowance (CA) Child to Adult Transfer (CTAT) 009-03060020

An alert will show on the Customer and activity information summary when Carer Payment or Carer Allowance has been granted for a carer after the CTAT invitation has been issued.

Example:

'Carer Payment or Carer Allowance was granted after CTAT review was initiated. Existing details will be used within this CTAT.'

When this alert shows, the carer is not required to complete a new CTAT and there is no need to request further information. The existing CTAT information already coded on the record can be used to assess the additional payment when processing the CTAT. The carer is not required to complete a new CTAT or answer additional questions.

Was additional information requested?

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

Has an RFI been issued to the customer and the additional information has been provided?

• Yes, go to Step 3
• No, see Table 4

If no RFI has been requested, go to Step 3.

If the carer's Identity Status is Not Confirmed and supporting documents provided select the hyperlink to code. This will open a new page within Process Direct:

• Select the Identity Confirmation under the Task Selector
• Select Start to open the Identity Confirmation Dashboard
• Code the carer's identity documents
• When coding is complete and identity verification has changed from not confirmed to confirmed, select Finish
• Close the second Process Direct window
• Select to execute a SAP refresh. This will update the Identity Status to Confirmed
• Within the CTAT activity in PD, go to the carer's POI screen
• Select the + icon to create a new record and 'save'. Check POI screen to make sure a new provisional record is created, then select 'Assess'
• The following message should show for carer's POI at SWE screen: 'No update allowed update POI outside CTAT activity'
• Return to the carers POI screen where the following error message should show: SR552: No update allowed, update POI outside CTAT activity
• Select the Trash Can to delete the provisional record

POI for the care receiver

POI is not needed for the care receiver as part of the CTAT process. The system will automatically code KC for the care receiver. However, if the carer provides identity documents for the care receiver it can be coded as follows:

• Within the CTAT activity, access the care receiver's POI screen which should show 'no data'
• Select the + icon to create a new provisional POI record
• Select 'Assess' and confirm the SWE screen shows no errors
• Once the CTAT is finalised, code the care receiver's identity via the Identity Dashboard

Note: each payment service reason (CRP - Carer Payment and/or CRA - Carer Allowance) needs its own POI record. If an error occurs, check the POIS screen within each service reason to make sure POI has been record.

Go to Step 4.

If the carer has submitted their CTAT online, provisional adult links for the child care receiver will be created.

• Select the CTAT work item. The Customer and Activity Information screen appears
• Check the Provisional Link has created in the Link Summary (LS) screen
• Top row shows new provisional data

If provisional link is created, go to Step 5.

To create new link, select Add above the LS table to open Create Link Summary. If customer is receiving both Carer Payment and Carer Allowance, link the child for each payment by completing this process twice:

• Link type = CAR - Carers Link
• From SVC Reason = CAR - Carer Payment or CDA - Carer Allowance
• To = CRA - Care Receiver (Carer/Allow) or CRP - Care Receiver (Carer Payment)
• Start Date = Date of assessment
• Destination CRN = Select this option
• Under the Search Criteria box enter the care receiver CRN in the second box of External Type/No
• When all links are correct, select Process

Select all tasks listed:

• OC - Office Code
• POI - Proof of Identity Details
• ABSN - Temporary Absence Details
• CPAS - Carer Activities
• CJBA - Carers Benefit Action
• SCRA - Selection of Care Receivers for Assessment (SCRA)
• PNA - Pension Assessment

Carer's circumstances should already be recorded as the carer has been receiving CP and/or CA for child care receiver. If the carer has updated or declared any new information in the CTAT code this now.

This can include:

• ABSN - Temporary Absence Details. See Carer or care receiver is absent from care for Carer Payment (CP) and/or Carer Allowance (CA)
• CPAS - Carers Activities

Check if the carer is also a care receiver, and if they are, check their ability to provide ongoing care for their care receiver. If the CTAT carer is also a care receiver, see Social worker care situations – referrals and assessment of payment claims Process page > Social worker tab > Table 1 > Step 4 for more details.

The CTAT carer cannot receive CA for their care receiver when they themselves are a CA care receiver. However, CP may continue because there is no legislative restriction.

Has the carer advised of any temporary absence in the CTAT?

• Yes, go to Step 7
• No, go to Step 8

Code temporary absence details.

Select to move to the care receiver's record.

If the care receiver address details do not automatically update, see Searching for a customer on the system (Process page > Table 1 > Step 7).

Check the care receiver's information using the pre-selected screens before moving onto the Adult Disability Assessment Tool Task (ADAT) Selector.

Common screens for the ADAT may be pre-selected if CTAT was submitted online.

• This screen has provisional data uploaded from the customer's online CTAT or previously added by staff member
• Select screens to check/update or select all tasks
• Use Next and Previous to go through and update ADAT screens
• Select Add to update details on screens
• Record the:
  • details from the Carer Payment and/or Carer Allowance Medical Report for a person 16 years or older (SA332a). This gives the Treating Health Professional (THP) score, and
  • carer's responses (if not pre-populated from online)

This process is only for care receivers who are under 16 years of age at the time of processing.

If care receiver is under 16 years of age when processing a CTAT, key today's date (date of processing) as the date of effect in the Adult Medical Details (ADMD) screen. The ADMD screen cannot be future dated to the care receiver's 16th birthday. This will not affect the CTAT outcome. For care receivers who have turned 16 years of age, use the prepopulated date.

See Coding the Adult Disability Assessment Tool (ADAT).

The THP score, Carer score and Total (ADAT) score will show on the Adult Disability Assessment Tool Summary (ADAS).

The carer may qualify for CP and/or CA adult if the care receivers:

• THP score reaches the required level, and
• total ADAT score is met for the payment

Continue to code all other information for the CTAT, even if the care receiver does not meet the THP or total (ADAT) scores.

Review care details in the following screens:

• Care details (CDCR) for Carer Allowance, and/or
• Care Receiver Care and Institution (CRCI) for Carer Payment

If care details have not been recorded, add the details by selecting Add. Update any information where required.

When all care receiver information is coded, return to the carer's record by selecting the Relations Menu.

For shared care, see Shared care for Carer Allowance (CA).

In the carer's record, go to the SWE screen to go back to the Message log.

Manual restoration

Due to a system limitation, where CP was cancelled from a previous CTAT decision, or cancelled due to the care receiver reaching milestone age without a CTAT being processed, CP must be manually restored. CA will automatically be restored when the CTAT is finalised.

If a Carer Payment CTAT assessment is being made from a review of a previous CTAT decision, within the CTAT work item:

• go to the Benefit Action (BA) screen
• restore CP from date of cancellation

With all information coded, the outcome of the CTAT (continuation or rejection) is expected.

To confirm the outcome of the CTAT, in the carer's record, select Assess.

Carer is also a care receiver

If the carer is also a care receiver and their carer gets CA for them, they cannot get CA for an adult care receiver. Entitlement to CA for the CTAT child will stop when the child turns 16 years, 3 months and one day. Contact the carer and tell them that CA in for the CTAT child will stop.

If the other carer is not already receiving CA for the 2 adult care receivers, they may want to claim CA for the CTAT child. When discussing the situation with the carer remember the privacy aspects.

2 carers

If 2 carers were previously receiving CP in respect of the care receiver and either the:

• THP score is less than 32 or
• ADAT score is less than 80

Refer the case to the Carer Helpdesk before processing the CTAT. This applies even if only one carer has submitted the CTAT.

If 2 carers were previously receiving CP in respect of the care receiver and one carer has not submitted the CTAT, clarify with this carer why the CTAT has not been submitted. If the THP score is less than 32 or the ADAT score is less than 80 follow up any issues raised by the Carer Helpdesk.

If 2 carers are receiving CP in respect of the same care receiver they are usually partnered. The second carer may have assumed only one CTAT was required.

Correct any errors

An error or edit message may appear after selecting Assess. Often these are validation errors where a field has not been coded (for example, the RSCD screen in the care receiver's record). Resolve any errors or edits before proceeding.

View the error by selecting the box next to it on the SWE screen. For help with fixing the error, select the Digital Assistant question mark.

When all errors and edits are resolved:

• return to the SWE screen
• select Assess
• Entitlement (ELD) screen appears. Check the outcome

Use the Care Receiver Assessment Results (CJAR) and CJAA screens to check ongoing and future entitlement to CP (adult) and/or CA (adult). Correct the Care Receiver Benefit Action (CJBA) screen if previous CTAT resulted in cancellation of CA.

For future payment entitlements go to the Payment Summary (PS) screen.

• If CA will not be granted due to the carer already receiving CA in respect of 2 adult care receivers or the carer receives CA in respect of one adult care receiver and the CTAT is in respect of twins, go to Step 12
• For ongoing qualification, go to Step 13

Do not finalise the CTAT. Go to Step 13.

A carer cannot receive CA in respect of 3 adult care receivers. The carer must be the person who decides which care receiver they want to claim for.

Make one genuine attempt to contact the carer by phone to discuss:

• the circumstances of the qualifying care receivers
• that CA can only be paid for 2 adult care receivers
• which 2 adult care receivers the carer wants to receive CA in respect of

If the genuine contact attempt by phone is unsuccessful, send a QSS32 letter to the carer to request contact. If the carer does not respond to this request, CA should continue to be paid in respect of the existing care receivers.

If the carer wants to receive CA in respect of the child care receiver and one of the existing adult care receivers

• The adult care receiver cannot be cancelled from a future date
• Place the CTAT on hold and add the CRN to the ARM
• Contact the carer and tell them to make sure they receive their correct entitlement CA in respect the adult care receiver will not be cancelled until the child care receiver turns 16 years and 3 months of age
• When the child care receiver turns 16 years and 3 months of age cancel CA for the applicable adult care receiver, then process the CTAT. The cancellation must occur before the CTAT being processing

If the carer wants to receive CA in respect of the 2 existing adult care receivers

• CA for the child care receiver cannot be cancelled within the CTAT activity
• Select the relevant CTAT circumstance below to follow the relevant process

CA only for CTAT child (with and without Payment Guarantee)

• Place the CTAT on hold/hold to user until the Milestone Date
• DOC carer's record with the following approved text:
  • CTAT placed on hold until Milestone Date. Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver. Carer is entitled to continue to receive CA until Milestone Date.
    Due to a system limitation, cannot process CA cancellation within CTAT work item. CA will be cancelled on [insert Milestone Date]
• On the Milestone Date, cancel the CTAT work item (if required)
• If the carer does not have a payment guarantee, CA will have already cancelled (C16/T18)
• If the carer has a payment guarantee cancel CA (at the care receiver level) using the cancellation and suspension workflow, using the cancellation code CLR - Client Request
• Add the following approved text to the cancellation DOC:
  • Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver
  • Code the ADAT on the care receiver's record in a separate activity

CP and CA only for CTAT child (with and without Payment Guarantee)

• Place the CTAT on hold/hold to user until the Milestone Date
• DOC carer's record with the following approved text:
  • CTAT placed on hold until Milestone Date. Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver. Carer is entitled to continue to receive CA until Milestone Date.
    Due to a system limitation, cannot process CA cancellation within CTAT work item. CA will be cancelled on [insert Milestone Date]. Carers CP CTAT will be processed on Milestone, as per BAU processes
• On the Milestone Date, cancel the CTAT work item (if required)
• Create a new CTAT work item for CP only
• Follow standard CTAT process to assess ongoing CP eligibility
• If the carer does not have a payment guarantee, no further action is required as CA will have already cancelled (C16/T18)
• If the carer has a payment guarantee cancel CA using the cancellation and suspension workflow, using the cancellation code CLR - Client Request
• Add approved text to the cancellation DOC:
  • Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver
    Note: CA will automatically cancel (C16 or T18) at milestone if there is no payment guarantee

CA only for CTAT child - Payment Guarantee

• cancel the CTAT work item
• cancel CA (at the care receiver level) using the cancellation and suspension workflow, using the cancellation code CLR - Client Request
• Add approved text to the cancellation DOC:
  • Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver. Carer has CTAT Payment Guarantee and is eligible to receive CA until the date of determination
• Code the ADAT on the care receiver’s record

CP and CA for CTAT child - Payment Guarantee

• cancel the CTAT work item and create a new CTAT work item for CP only, follow standard CTAT process to assess ongoing CP eligibility
• cancel CA (at the care receiver level) using the cancellation and suspension workflow, using the cancellation code CLR - Client Request
• Add approved text to the cancellation DOC:
  • Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver. Carer has CTAT Payment Guarantee and is eligible to receive CA until the date of determination

CA only for CTAT child - no Payment Guarantee

• DOC the carer's record with approved text:
  • Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver. CTAT not processed as CA already cancelled from CTAT milestone date
• Cancel the CTAT work item (if required)
• Code ADAT on the care receiver's record

CP and CA for CTAT child - no Payment Guarantee

• Follow standard CTAT process to reassess ongoing CP eligibility, outlined in Operational Blueprint
  Note: may need to cancel CTAT work item and recreate a new CP only CTAT work item
• Annotate the CP CTAT outcome DOC on the carer's record with approved text:
  • Carer already receiving CA for 2 adult care receivers. Carer has advised they would like to cancel CA for CTAT care receiver. CTAT not processed as CA already cancelled from CTAT milestone date
• Code ADAT on the care receiver's record

As no grounds exist for cancelling CA in respect of either of the 2 adult care receivers, finalise the processing of the CTAT. This should result in CA in respect of the child care receiver cancelling on the day they turn 16 years, 3 months and one day.

Go to Step 15.

Check that the correct date of effect has been applied to the customer's CTAT outcome.

If the carer has been assessed under the Payment Guarantee and:

• CP and/or CA will continue under adult qualifications, the date of effect for the decision is the later of the date the child turned 16 years, 3 months and one day or the date the CTAT is processed
• CP and/or CA is cancelled, the date of effect for the decision is the later of the date the child turned 16 years, 3 months and one day or the date the CTAT is processed

For example, if the carer is assessed under the payment guarantee and the CTAT is processed:

• before the care receiver turns 16 years 3 months of age, the transition or cancellation date is when the care receiver turns 16 years 3 months and one day
• after the care receiver has turned 16 years and 3 months of age, the transition or cancellation date will be the date the CTAT is processed

An overpayment will not be created if a carer's payment has continued under Payment Guarantee and CP and/or CA will not continue under adult qualifications.

If the carer has not been assessed under the Payment Guarantee the date of effect for the decision (for both continuing or cancelling CP and/or CA) is when child turns 16 years, 3 months and one day.

For carers receiving CA HCC only, the HCC will remain valid until the child turns 16 years and 3 months or 18 years of age if terminal.

If the care receiver was previously assessed as terminal, and does not:

• meet the adult terminal provision, and
• achieve the required ADAT score

Refer the case to the Carer Helpdesk before cancelling payments.

Before finalising the CTAT, conduct a Service Offer Interview (SOI) for all CTAT outcomes.

Make a genuine attempt to contact the carer and/or nominee.

Unsuccessful contact attempt

If attempt to contact is unsuccessful, go to Step 15

Successful contact with carer/nominee

Discuss the following with the carer:

• the outcome of the CTAT (continuation of payment(s) under adult provisions or cancellation)
• date the outcome will take effect from (from CJAR and/or CJAA)
• CA HCC cancels when CA stops or transfers to adult provisions
• options for the child to claim:
  • the Ex-Carer Allowance HCC if they are a full time student or a Low Income Health Care Card (LIC)
  • a payment in their own right
• option to become a nominee for their child, to support them to claim any payments and/or concessions and engage with Services Australia
• if the child will be making a claim for a payment or card in their own right, they must complete the Identity Confirmation process

If it is difficult for the child to attend the service centre for Identification Confirmation, consider Alternative Identity provisions. If appropriate, this can be actioned over the phone.

Additionally, if the child is available to speak with, discuss:

• creating a myGov account and linking services
• an Assisted Customer Claim (ACC) for Ex-Carer HCC, or offer a warm transfer to the main business line for the ACC to be completed

Note: the CTAT work item can be held for one week to allow the carer time to purchase any medications using the CA HCC whilst it is still current if the:

carer advises they have medications due for their child in the coming days

child has not yet turned 16 years and 3 months of age

If the carer accepts this, the CTAT work item must be Held to User for a maximum of one week and a CTAT progress doc created in Notes detailing reason for hold.

• Select Finish and check the details of the Finalisation DOC
• Make any annotations and remove unnecessary text

Check the outcome matches the benefit type(s) and outcome. For example, benefit type and grant or cancellation outcome, carer name, care receiver name, CRN and ADAT/THP scores

Date of effect

Key details about CTAT decision

Update the finalisation document with the correct outcome:

• Select Finalise
• Check the record for any opened documents on the Document List (DL) screen
• Close all scans relevant to the CTAT

Note: if the carer's payment cancels at the time of CTAT processing due to a change in circumstances, for example no longer caring, exceeds 25 hours work/study rule and the milestone date is in the future. Check cancellation reason and manually update the cancellation date in the DOC.

If the reassessment is due to the carer lodging a new claim and parent will not be granted, the new claim must also be processed.