Job Capacity Assessments (JCA) referrals – finalising as Unable to Complete (UTC) 008-25040225

Before starting a Job Capacity Assessment (JCA), the Assessor must check the DSP claim status on the Transactions tab in Process Direct (PD).

Does the DSP claim status display as Withdrawal Confirmed?

• Yes, the Assessor must cancel the Job Capacity Assessment – Initial Submission (JCA referral). From the Transactions tab in Process Direct:
• select > referral ID, then
• select > confirm, go to Step 3
• No, go to Step 2

Have any of the following circumstances occurred prior to or during the assessment?

• Customer and/or nominee requests to withdraw the DSP claim and not proceed with the assessment
• The Assessor should advise the customer and/or nominee that they must formally withdraw the DSP claim using Online Services, or by calling Services Australia
• Go to Step 3
• Customer and/or nominee declines to participate in their JCA appointment or notifies that they do not consent to information sharing:
• Advise the customer and/or nominee the assessment is unable to proceed
• Go to Step 3
• Assessor identifies the customer meets manifest medical eligibility prior to the JCA appointment. Attempt to contact the customer and/or nominee to advise that the scheduled JCA is not required:
• If contact was successful, document details including date and time in the DSP Progress of Claim DOC in Process Direct (PD)
• If contact was unsuccessful, the Assessor must attempt to contact the customer and/or nominee at the scheduled appointment time to advise the appointment is not required. Document all contact attempts including date and time in the DSP Progress of Claim DOC in Process Direct (PD). Go to Step 3
• Incorrect or inappropriate assessment reason has been used for the ESSWeb booking including, assessment referral does not match reason for assessment (DSP Appeal or DSP New Claim) or assessment was booked using the wrong date of claim or impairment tables:
• Submit a request to DAS technical support via the Assessment Services Homepage. See the Resources page for a link to DAS technical support
• Residency/QRE been incorrectly documented within the JCA Referral:
• Submit a request to DAS technical support via the Assessment Services Homepage. See the Resources page for a link to DAS technical support

Assessors must ensure that the JCA report and appointment outcome are completed in ESSWeb and the JCA referral is cancelled.

Incorrectly referred manifest grant:

• Finalise JCA report Unable to Complete – Incorrectly referred manifest grant
• record the appointment outcome as cancelled within ESSWeb
• Select the appointment time slot in ESSWeb
• Select Enter Result
• Select Attended, go to Step 5

For all other reasons:

• Finalise JCA report Unable to Complete – Customer declined to participate, or client did not consent to the assessment or information sharing

Did the customer withdraw the claim prior to their appointment time?

• Yes, record the appointment outcome as cancelled within ESSWeb:
• Select the appointment time slot in ESSWeb
• Select Enter Result
• Select Cancelled
• No, record the appointment outcome as attended within ESSWeb for all other circumstances:
• Select the appointment time slot in ESSWeb
• Select Enter Result
• Select Attended

Cancel the Job Capacity Assessment Referral Transaction in Process Direct (PD):

• Select the Transactions tab
• Locate the Job Capacity Assessment – Initial Submission referral
• Select the referral ID

Select Confirm, go to Step 6

The Assessor should submit a request for a MAT referral to be created via the DAS SharePoint.

Is the Assessor MAT trained?

• Yes,
• A member of the DAS Team creates the MAT referral transaction and reassigns the MAT transaction to the Assessor via Work Optimiser
• The DAS Assessor will complete the SharePoint request to notify the assessor that the MAT referral has been created
• Once notified the Assessor must complete the MAT referral (SA479) as a priority
• Once the MAT referral transaction has been submitted, go to Step 6
• No,
• A member of the DAS Team creates the MAT referral transaction and reassigns the MAT transaction to the Assessor via Work Optimiser
• The DAS Assessor will complete the SharePoint request to notify the assessor that the MAT referral has been created
• Once notified the Assessor must arrange reallocation to an appropriate assessor to complete the MAT referral (SA479) as a priority
• Once the MAT referral transaction has been submitted, go to Step 6

Assessors are not required to notify DIS of the JCA outcome when the report is submitted for the following reasons:

• Transfer re-schedule, or
• Residency issue, e.g. Continuing inability to Work (CITW) not assessed and the customer has less than 10 years qualifying residence and no Qualifying Residence Exemption (QRE)

Procedure ends here.

The Assessor must notify DIS the JCA report was Unable to Complete using the Fast Note for any of the following reasons:

• Customer withdraws claim prior to the time of JCA appointment
• Customer declines to participate or does not consent to information sharing
• Customer fails to attend 2 scheduled JCA appointments
• Employment Services Assessment (ESAt) upgrade/new evidence supporting manifest, or
• Inappropriate JCA referral/incorrect referral type

Using the Fast Note workflow in Process Direct:

• Create the DSP JCA Unable to Complete Fast Note
• Go to the Transaction Summary
• Select Fast Note
• Select Auto text > Category 1: Disabilities > Category 2: Claims > Template: DSP JCA Unable to Complete > select Use Chosen Template
• Edit Fast Note text to advise of UTC reason
• Select Confirm

For information on how to add a note in Process Direct, see Creating, reviewing and deleting documents (including Fast Notes and DOA DOCs)