Overview of the Client Intake Workflow for CHSP

This topic describes the data required for CHSP client intake and onboarding.

Keywords: chsp intake, client onboarding, my aged care, mac reference number, medicare card, emergency contact, organisation reference id, global reference id, dex export

System Data Fields Specific to CHSP 

You must complete the following information in CareVision for CHSP client intake and onboarding.

1. Client Identification: full name, date of birth, and current address.
2. My Aged Care (MAC) Reference Number: This is the primary verification that a client is approved to receive subsidised services. It determines eligibility for specific service types and is crucial for validating claims.
3. Medicare Card Number: A key piece of identification required during the assessment and registration process with My Aged Care.
4. Emergency Contact/Representative Details: For management of accounts and service changes.
5. Organisation reference ID (if migrated from another system; links to finance system)
   
6. Organisation global reference ID for client (DEX ID for DEX export)
   

For a general checklist for onboarding clients, see the Client Intake and Onboarding documentation.

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