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Centrelink letters online and Electronic Messaging 133-05000000




This document outlines how to help customers manage their Centrelink letters, messages and notifications online.

Electronic Messaging (EM)

On this page:

Manage Centrelink EM subscription

Sending a Desktop Electronic message to a customer

Customer advises they received a Centrelink message incorrectly

Manage Centrelink EM subscription


Table 1

Expand table

Item

Description

1

How a customer subscribes

Sign in to myGov and select Centrelink services:

  • select My Details > Letters and messaging > Electronic messaging and letters subscription
  • Subscription Summary/Edit page shows their current subscriptions
  • select Yes to the question 'Would you like to subscribe to the Electronic Messaging service?'
  • select their notification method, email or mobile (SMS)
  • check and update their email address or Australian mobile number. This updates their Centrelink record. They will need to update any myGov details separately
  • select Continue
  • Review and Submit page shows their updated subscription and a declaration they must accept
  • select Submit button. A receipt number displays on the Receipt page

They will get a welcome message within a day.

Note: in many cases, customers are subscribed to Electronic Messaging automatically. If a customer cannot access Centrelink online services, staff may assist the customer to subscribe to Electronic Messaging using the Electronic Messaging and Online Letters (EMOL) screen.

2

Advice for customers subscribing

Messages will not contain any personal information or hyperlinks to any website. Customers:

  • will only receive messages relevant to their circumstances
  • cannot respond to the messages (SMS or email)
  • must tell Services Australia if they change their mobile phone number or email address. If they wish to continue receiving electronic messages whilst overseas, their Australian mobile number must be connected

3

Change notification details

Customers can change how they receive messages (SMS or email) and their Centrelink contact details:

  • sign in to myGov and select Centrelink services
  • select My Details > Letters and messaging > Electronic messaging and letters subscription
  • the Subscription Summary/Edit page shows their current subscriptions
  • select their notification method, email or mobile (SMS)
  • check and update their email address or mobile number. This updates their Centrelink record. They need to update myGov details separately
  • select Continue
  • the Review and Submit page shows their updated subscription and a declaration they must accept
  • select Submit button. A receipt number displays on the Receipt page

They will get a welcome message within a day.

Staff can change how a customer receives messages (SMS or email).

In Process Direct:

  • go to the Electronic Messaging and Online Letters (EMOL) screen
  • select Add
  • on Create electronic messaging, the Channel Type defaults to Electronic messaging
  • Would customer like to receive Electronic Messages: select applicable option
  • Contact method:
    • select the applicable option
    • check contact details are correct
  • Advise the customer: read the message to the customer
  • Customer agrees to terms and conditions: select applicable option
  • select Save
  • complete the Receipt Date, Channel and Service Reason
  • select Save
  • select Assess and address any errors/warnings
  • select Assess again, then select Finish. Record details of the update
  • select Finalise to complete the transaction

In Customer First:

  • go to the EMOL screen
  • select Update > SMS or email
  • check contact details are correct
  • select Continue to complete the activity

The customer will get a new welcome message within a week. Tell the customer to contact if they do not get the message.

4

Automatic unsubscription

Customers will stop receiving electronic messages if one of the following occurs:

  • their contact details are removed or end-dated
  • they had chosen to receive electronic messages by SMS but have now changed their Australian mobile number to an overseas mobile number, either by self-service or staff assistance in Process Direct
  • they had chosen to receive electronic messages by SMS but their current Australian mobile number has been deleted and a new overseas mobile number added in Customer First
  • death action is coded

Note: if a customer is temporarily overseas and no longer has access to their Australian mobile number (for example, data roaming is not turned on), they will not receive the SMS security code to access their myGov inbox. This will not change the customer's myGov subscription details.

5

How a customer unsubscribes

Sign in to myGov and select Centrelink services:

  • select My Details > Letters and messaging > Electronic messaging and letters subscription
  • the Subscription Summary/Edit page displays their current subscription details
  • select No to the question 'Would you like to subscribe to the Electronic Messaging service?'
  • select the reason, then Continue
  • Review and Submit page shows their updated subscription and a declaration they must accept
  • select Submit button. A receipt number displays on the Receipt page

The customer can resubscribe at any time.

6

How to subscribe a customer for Centrelink publications electronically

If the customer wants to continue getting Centrelink publications electronically, see Publications.


Sending a Desktop Electronic message to a customer


Table 2

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Step

Action

1

Check customer is subscribed to EM

Check the EMOL screen in Process Direct or in Customer First.

2

Check time to send message

Create message between 8:00 am and 8:00 pm on any day using the customer's local time, otherwise it may not send until the next working day.

The customer's local time displays in the Contacts and accommodation details section on the Customer Details page in Customer First.

If the message is created between 8:00 am and 8:00 pm, the system will send it in 'real time'. For 'pre-call' messages, allow a lead in time of 5 minutes in case there is a delay sending the message.

Make the outbound call within 2 hours of sending the message.

If making the call more than 2 hours after sending the message, record a DOC detailing the intent of the call. This allows Smart Centre staff to provide the correct advice to the customer and transfer the call appropriately.

Messages created before 8:00 am Monday to Friday will not be sent until 9:00 am (Canberra time) that day.

Messages created before 8:00 am on weekends will not be sent until 9:00 am (Canberra time) the next working day.

Messages created after 8:00 pm on any day will not be sent until 9:00 am (Canberra time) the next working day.

Desktop messages will display the sender as CENTRELINK on the customer's mobile phone.

3

Check for recent SMS or email messages

In Process Direct:

  • in the Customer's record, key CORRO or HS in the Super Key field

In Customer First:

  • Communication History tab on the Customer Details screen
  • Workspace > Search Outbound Correspondence
  • History Summary (HS) screen

If the customer has already received several messages in the last 14 days, consider if it is appropriate to send another message.

4

Messages available through Desktop Messaging (Customer First)
  • Pre-call notification (SMS only)
    Advises customer a Service Officer or Subject Matter Expert (SME) will call today
    This message must only be created between 8:00 am and 8:00 pm on any day using the customer's local time or it will be delayed
  • ARO only - Pre-call notification (SMS only)
    Advises the customer they will receive a call in the next 2 hours to discuss a decision they want reviewed
    This message must only be created between 8:00 am and 8:00 pm on any day using the customer's local time or it will be delayed
    Not to be used by SMEs or other staff
  • ARO only - Post-call notification
    Advises the customer we tried to contact them about their request for a formal review of a decision and asks customer to call back on specific number by a specific date
    Not to be used by SMEs or other staff
  • Assessment Services only - Pre-call SMS to arrange a JCA for DSP claim (SMS only)
    Advises the customer that a Centrelink representative will be contacting them to arrange a JCA appointment
  • Assessment Services only - Pre-call SMS to advise ESAt or JCA phone assessment (SMS only)
    Advises the customer that a Centrelink Assessor will be contacting them to conduct their ESAt/JCA phone assessment
  • Pre-call - Emergency claim (SMS only)
    Advises the customer that a Service Officer will be calling them about their Centrelink emergency claim
  • RSS - Request customer to contact - discuss review
    Advises the customer that a Service Officer tried to call them about their payment review and to call back on a direct number
  • RSS - Request customer to contact - discuss review outcome
    Advises the customer that a Service Officer tried to call them about the outcome of their payment review and to call back on a direct number
  • Request claim lodgement
    Reminds the customer to submit their claim for a student payment or independent status
  • Confirm claim lodgement
    Advises the customer their claim has been received. Do not use for claims that use the Circumstance Change Monitor (CCM) as CCM already sends confirmation messages
  • Request documents
    Request documents from the customer to support their claim for a student payment or independent status claims only
    Do not use for claims that use CCM. Request document using Process Direct or the Customer First guided procedure
    Must also send a formal request using the Request for Information guided procedure
    Can also send to their partner or parent if they have permission to enquire. Create message on partner or parent's Centrelink record
  • Reminder to provide documents
    For student payment or independent status claims only
    Can also send to their partner or parent if they have permission to enquire. Create message on partner or parent's Centrelink record
  • Claim finalised
    Advises the customer their claim has been completed
    Do not use for claims that use Circumstance Change Monitor (CCM) as CCM sends a grant or rejection message
  • Advise Student Allowable Time Expiry date and request Academic Transcript
  • Social Worker request for customer to contact
    Social workers only - advises the customer that a social worker tried to call them and to call back on a specific number
  • Social Worker pre-call (SMS only)
    Social workers only - advises the customer that a social worker will call them today.
    This message must only be created between 8:00 am and 8:00 pm on any day using the customer's local time or it will be delayed
  • Warning social distancing COVID19 (SMS only)(Approved decision makers only)
    Advises the customer that non-compliance with social distancing rules may result in restricted access to our service centres
  • Warning self-isolation COVID19 (SMS only)(Approved decision makers only)
    Advises the customer that breaching self-isolation requirements will result in exclusion from our service centres and police contact
  • Warning behaviour (SMS only)(Approved decision makers only)
    Reminds the customer that they must treat staff and other customers with respect. If they don't, we may restrict how they contact us and/or we may contact the police
  • MSP provisional (SMS only)(Approved decision makers only)
    Advises the customer that due to their behaviour, they may not attend our service centres for a specific period. Confirms they can complete their business by speaking with someone on a specific number, or by using their online account
  • MSP reminder (SMS only)(Approved decision makers only)
    Reminds the customer that they may not attend our service centres for a specific period. Confirms they can complete their business by speaking with someone on a specific number, or by using their online account
  • MSP face to face and call restriction/MSP Review outcome - extend (SMS only)(Approved decision makers only)
    Advises the customer that due to their behaviour, the MSP restriction has been extended for a specific period. Confirms they can complete their business by speaking with someone on a specific number, or by using their online account
  • Debt Raising - Unsuccessful Contact (SMS only)
    Advises the customer that a Service Officer tried to call them about their debt. It also advises that a letter will be sent explaining how much is owed, their repayment options and advice to call the debt line for more information
  • Messages available through Correspondence - Issue Correspondence (Process Direct):
    • Pre Call SMS to Customer (SMS only)
      Advises customer a Service Officer or Subject Matter Expert (SME) will call today
      This message must only be created between 8:00 am and 8:00 pm on any day using the customer's local time or it will be delayed
    • Emergency Claim Pre Call SMS to Customer (SMS only)
      Advises the customer that a Service Officer will be calling them about their Centrelink emergency claim

See Resources page for links to message text.

5

Create message

Process Direct
  • key CORRO in the Super Key field > press [Enter]
  • scroll down to Issue Correspondence
  • select Pre Call SMS to Customer from the Select Correspondence Type list
  • the customer's name and mobile phone number will pre-populate
  • select Preview to view the message (not mandatory), otherwise select Submit to send the SMS message

A Pre call alert SMS notification will display in the Correspondence History section with status of Communication Sent. It will also appear on the HS page.

Customer First

Select Workspace > Customer Communication > Desktop Messaging

  • the customer's name, contact details, and DEMC message history displays
  • select Create EM
  • highlight message in the Document Description list, select Next
  • select text options from dropdown menu(s) if applicable
  • Social Workers only - key contact phone number, including area code
  • select Preview EM to view the message. Check the text is correct
    • if not correct or not to be sent, select Cancel
    • if correct, select Send Electronic Message

The Electronic Message Communication History displays. A message advises an 'Electronic Message has been queued'.

The message also displays on the Communication History tab on the Customer Details screen.

A Pre call alert SMS notification will display in the Correspondence History section with status of Communication Sent. It will also appear on Search Outbound Correspondence page in Customer First.

6

Desktop Electronic Messaging Capability (DEMC) information, warning and error messages
  • Customer is not registered for SMS
    SMS messages can only be sent to customers with an SMS preference recorded
  • Cannot send an Electronic Message. Confirm a customer first
    Select the customer record before creating the message
  • Cannot send an Electronic Message. Customer does not have Electronic Messaging consent
    Subscribe the customer to EM if they agree
  • System cannot retrieve customer's mobile number or email address. Contact ICT support
    If there are web service issues, try again later. Otherwise, submit the 'Enterprise Outbound Communications (EOC) issue' mySupport webform:
    • go to mySupport
    • search using key words (for example, SMS, email, messages), error message or application name and select the relevant webform
    • complete and Submit the webform taking note of any receipt or reference code produced
  • Electronic Message sent within the last 2 weeks. Consider if a new Electronic Message is required
    Check recent SMS or email messages before creating a new DEMC message. Make sure it is appropriate to send the message
  • Deceased person record, cannot send Electronic Message
    DEMC messages cannot be sent to a partner or parent for deceased customers
  • Please select an Electronic Message document
    Select message type from the Document Definitions list
  • Do you really want to cancel the Electronic Message creation process - OK or Cancel
    Confirm DEMC message is no longer needed, or cancel to continue
  • Create Electronic Message process has been cancelled
    Confirms DEMC has not created the message
  • Please select [Recipient/s][Topic][Details][Payment Type][Circumstance][Phone No] value
    Select relevant options from the dropdown menu(s) or key contact phone number (Social Workers only)
  • Electronic Message PDF is being generated. Please try to display again soon
    The PDF copy of the message is not ready for viewing yet
  • Electronic Message has been queued
    Message will be sent within 5 minutes if created between 8:00 am and 8:00 pm (customer's local time), otherwise it will be sent at 9:00 am the next working day
  • This message is ONLY sent as part of the customer aggression response process by approved decision makers. Usage is monitored, only proceed if appropriate
    These messages may only be sent by approved decision makers

Customer advises they received a Centrelink message incorrectly


Table 3

Expand table

Step

Description

1

Person received SMS or email message not relevant to them

Take note of the:

  • SMS or email content
  • mobile number or email address that received the message

Is the person a current customer?

2

Person contacting is a Centrelink customer

Check the EMOL screen to see if the customer subscribes to EM or the myGov Inbox. The system may have subscribed them if they gave their mobile number or email address.

In Customer First, check the mobile number (including subscriber and silent details) or email address is correct on their customer record. If incorrect, update the details.

Search the SMS/Email Search (SMEM) screen to check if the mobile number or email address is recorded for more than one Customer Reference Number (CRN).

Is there more than one CRN with this mobile number or email address?

  • Yes, go to Step 4
  • No. If the customer:
    • is not subscribed to EM or the message is not relevant to them, report the incident. Procedure ends here
    • wants to unsubscribe, tell the customer to update their subscription in their myGov online account. Procedure ends here

3

Person contacting is not a Centrelink customer

Ask for their name and contact details, including their mobile number and/or email address.

In Customer First, search the SMS/Email Search (SMEM) screen for the mobile number or email address that received the message.

Is there a CRN with this mobile number or email address?

4

Electronic message is for another customer

Before making any updates, ensure that the mobile number or email address belongs to the person contacting.

Do not disclose any details to the person contacting. This includes the mobile phone number or email address on a customer's record.

If there was an error, it is possible the customer's record is intertwined. Refer this to the Data Quality Unit.

If satisfied that the mobile number or email address belongs to the person contacting:

  • tell them they should not receive any further incorrect messages from Centrelink
  • in Customer First, search the SMS/Email Search (SMEM) screen and select the incorrect record(s)
  • check the EMOL screen to see if the customer subscribes to EM or the myGov Inbox
  • end date the mobile number or email address accordingly

In all cases, record on a DOC the person's contact details and information they have given.