Aged Care in D365


Aged Care in Microsoft Dynamics 365 for Finance and Operations


Referrals in aged care generally refer to the process of recommending or directing individuals to appropriate services or programs that cater to the needs of elderly individuals. These referrals can come from various sources, including healthcare professionals, social workers, family members, or the individuals themselves. In dynamics365 Finance and operations we are considering two types of referrals:

1.Refer in (Refer in form show incoming referrals which receive from assessment team to service provider)

2.Refer on (Refer on are Retrieve referrals. In this case the government provides “Referral code” to the recipient and then they will find their service provider by themselves.)

Recipient Wizard

On the action pane of Service in place referrals there is a recipient wizard button that will enable. On clicking it the wizard will open. There are 4 types of wizards depending upon the program assigned to the recipient.

1. Home care wizard

2. Home support wizard

3. NDIS wizard

4. Residential Wizard

Recipient Tab

In aged care, recipient information refers to the personal and demographic details of an individual who is receiving care or services in the aged care system. This information is essential for effectively providing and managing care, ensuring the safety and well-being of the recipient, and maintaining accurate records.


Actions of recipient contains all the Status of that recipient it may Discharge, Suspend or Reinstate. On clicking discharge recipient, Discharge or Reinstate button a side form will appear on which user can add the recipient basic information, reason and attachment after user added all these information clicks on discharge recipient, Suspend, or reinstate recipient button a pop-up window will appear with a warning.

Discount Vouchers

In recipients of aged care there are some vouchers that gives to some of recipient as to get some discount. It contains some fields that will be populated by recipient with some information of vouchers that they get. In the action pane of discount vouchers there is a button name as workflow is present. After all the information will be populated by the user and when the user clicks the workflow button this information will go to the upper authority to get approval it is necessary to submit the voucher to workflow.

Item task

Item task of the recipient master form contains the Transfer to prospect, Recipient Quotation, and service goal of recipient.

ONI (Ongoing need identification)

In aged care Australia, "ongoing identifications" typically refers to the continuous process of verifying and updating the identification and eligibility status of individuals receiving aged care services. It involves regularly reviewing and confirming the identity and eligibility of recipients to ensure they continue to meet the requirements for receiving government-funded aged care.

Clinical Tab

In aged care Australia, the term "clinical" refers to the aspect of care that involves healthcare professionals providing medical and health-related services to individuals in aged care settings. Clinical care encompasses a range of activities aimed at promoting the physical, mental, and emotional well-being of older adults.

Supplement tab for Recipient Master Page

In the context of aged care, a supplement refers to additional funding or financial support provided by the Australian Government to assist with the cost of care and services for older adults. Supplements are designed to address specific needs or circumstances and are provided on top of the regular funding allocated for aged care programs.

Budget Tab in Recipient

The budget tab contains all the information that the assessor provides through referrals. Moreover, a user can also add some information according to situation.

Attachments tab

Attachments contain all the attached documents provided to the service provider and by the assessor.

At a glance