Referrals

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

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

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)