Aged Care Essentials

Aged Care Essentials | Preparing for aged care assessment: what providers need to know and how to support older people

Written by ACE Editorial Team | 140/05/2026

Aged care assessment is a critical entry point into government-funded aged care services. With the Single Assessment System now in place and Support at Home operating under the new aged care framework, providers can play a practical role in helping older people and families understand what to expect and prepare relevant information.

 

Why Assessment Preparation Matters

Aged care assessment is one of the most important steps in helping older people access the right level of support, whether that support is delivered at home, through short-term care, or in a residential aged care setting. For many older people and their families, however, the assessment process can feel unfamiliar, confronting and difficult to navigate.

Assessment preparation has become even more important in the context of Australia’s aged care reforms. The Single Assessment System workforce commenced on 9 December 2024, replacing the previous Regional Assessment Service, Aged Care Assessment Teams and independent AN-ACC assessment organisations. Its purpose is to make it easier for older people to enter aged care and move between services as their needs change.

For providers, the assessment process is not merely an administrative step. It directly influences the services an older person may be approved to receive, the information providers may later rely on for care planning, and the expectations families may have about service access, timing and outcomes.

 

What Has Changed

Under the Single Assessment System, My Aged Care contact centre staff and aged care needs assessors use the Integrated Assessment Tool. This is intended to support a more nationally consistent approach to screening and assessing older people for government-funded aged care services.

The assessment process can consider whether a person may need support to remain living at home, access short-term care, move into an aged care home, or receive other aged care services. Assessments are usually conducted in person, often in the person’s home or current residence, which allows the assessor to better understand the person’s living environment, daily routines, risks and support needs.

These changes sit alongside broader reforms, including the commencement of the new Aged Care Act and the introduction of the Support at Home program. Support at Home replaced the Home Care Packages Program and Short-Term Restorative Care Programme from 1 November 2025, while the Commonwealth Home Support Program is expected to transition no earlier than 1 July 2027.

This means providers should expect older people and families to have questions not only about assessment eligibility, but also about what approved services will look like under the new system.

 

What the Assessment Is Designed to Do

The aged care assessment is designed to identify an older person’s needs, goals, risks, preferences and circumstances. It is not simply a checklist of physical tasks. A good assessment should consider the whole person, including their health, mobility, cognition, emotional wellbeing, social supports, home environment, carer arrangements and cultural needs.

Older people may be assessed for different types of support, including:

  • help at home
  • personal care
  • transport
  • meals
  • social support
  • nursing or allied health services
  • respite care
  • short-term restorative care
  • transition care
  • residential aged care
  • end-of-life care.

 

My Aged Care explains that applying for an assessment is the first step to accessing government-funded aged care and can be done online, by phone or in person. The application process usually takes around 15 to 20 minutes.

For providers, this means the period before assessment is an important opportunity to help older people and families understand what information may be relevant, what questions they may be asked, and why it is important to give an honest picture of day-to-day support needs.

 

Why Older People May Understate Their Needs

One of the most common challenges in aged care assessment is that older people may minimise or understate the difficulties they are experiencing. This can occur for a range of reasons, including pride, fear of losing independence, embarrassment, concern about burdening family members, or a lack of insight into changing care needs.

For example, an older person may say they are “managing fine” even though they are:

  • avoiding showers because they are afraid of falling
  • skipping meals because cooking has become too difficult
  • forgetting medication doses
  • relying heavily on an unpaid carer
  • no longer leaving the house due to mobility concerns
  • experiencing loneliness or anxiety
  • struggling with continence, sleep or pain
  • unable to safely manage cleaning, laundry or shopping.

If these issues are not discussed during the assessment, the resulting approval may not reflect the person’s actual needs. This can lead to delays, service gaps, carer stress and the need for reassessment.

Providers should encourage older people and families to approach the assessment as a practical conversation about what support is genuinely needed to maintain safety, wellbeing and independence.

 

What Older People and Families Should Prepare

Older people and families do not need to prepare formal reports for every assessment, but they should be ready to discuss the person’s current situation clearly and honestly. My Aged Care encourages people to understand what documents they may need, what the assessor may ask, what questions they may want to ask, and who can be present during the assessment.

Useful preparation may include:

  • a current list of medical conditions
  • medication details
  • recent hospital admissions or emergency presentations
  • falls history
  • mobility changes
  • memory or decision-making concerns
  • continence issues
  • nutrition or swallowing concerns
  • personal care needs
  • domestic assistance needs
  • transport difficulties
  • social isolation or emotional wellbeing concerns
  • cultural, language or spiritual preferences
  • carer arrangements and carer stress
  • home safety risks
  • existing services and informal supports
  • goals and preferences for future care.

 

Families and carers should also consider writing down examples of what happens on a typical day and what happens on a difficult day. Specific examples can help assessors understand the practical impact of a person’s needs.

 

The Role of Providers

Providers may not control the assessment outcome, but they can play a valuable role in supporting older people and families to prepare. This is particularly important where a provider already has a relationship with the person through privately funded services, retirement living, community programs, respite, hospital discharge planning or early home support.

Providers can assist by:

  • explaining the purpose of the assessment in plain language
  • encouraging the older person to involve a trusted family member, carer or representative
  • helping the person identify the tasks they find difficult
  • encouraging honest discussion about risk, carer stress and changing needs
  • providing service history or care notes where appropriate and with consent
  • helping families understand the difference between assessment, approval and service commencement
  • supporting culturally safe communication
  • referring the person to advocacy services where needed
  • ensuring staff understand the assessment pathway and do not give misleading assurances about outcomes. 

 

Providers should be careful not to coach people to exaggerate needs. The objective should be accurate, person-centred information that supports a fair assessment and appropriate care planning.

 

Assessment, Choice and the New Rights-Based Framework

The assessment process should also be understood in the context of a broader rights-based aged care system. The direction of aged care reform is towards greater emphasis on dignity, autonomy, supported decision-making, person-centred care and meaningful choice.

This aligns with the broader shift identified in a previous Aged Care Essentials article concerning culture of care: compliance is no longer only about having systems in place, but about demonstrating that systems produce safe, respectful and person-centred outcomes.

In assessment preparation, this means older people should be supported to express:

  • what matters to them
  • what they want to continue doing
  • what risks they are willing or unwilling to accept
  • who they want involved in decisions
  • what cultural, language or identity needs should be respected
  • whether they prefer support at home, short-term care or residential care where options are available. 

 

Providers should see assessment preparation as part of person-centred practice, not simply as a referral task.

 

Common Risks for Providers

There are several risks providers should manage when supporting assessment preparation.

First, staff may provide incomplete or outdated information about the assessment pathway, especially during a period of reform. Providers should ensure frontline teams know where to direct people for current information.

Second, families may misunderstand assessment approval as an immediate guarantee of service availability. Providers should explain that assessment is one step in the process and that service commencement may depend on approval type, provider availability, funding arrangements and the person’s preferences.

Third, providers may fail to identify when an older person needs urgent support. My Aged Care distinguishes general assessment pathways from circumstances where a person may need urgent assistance. Providers should ensure escalation pathways are clear where there are immediate safety risks, carer breakdown or rapid deterioration.

Finally, providers should ensure they obtain appropriate consent before sharing information or participating in assessment-related discussions.

 

What Providers Should Do Now

Providers should take practical steps to strengthen how they support older people and families through assessment preparation.

  • Review staff knowledge of the assessment pathway. Frontline staff should understand how people apply for assessment, what the assessment is designed to consider, and where to direct people for official information.
  • Update consumer-facing resources. Information sheets, website content and intake scripts should reflect the Single Assessment System and the current Support at Home environment.
  • Train staff to identify assessment readiness. Staff should be able to recognise when an older person’s needs have changed and when a new or updated assessment may be required.
  • Encourage accurate information gathering. Providers should support older people and families to prepare examples of daily challenges, risks and carer responsibilities.
  • Embed consent and privacy checks. Staff should confirm when information can be shared, who is authorised to speak on the person’s behalf, and whether a supporter or representative should be involved.
  • Support culturally safe assessment preparation. Providers should ask whether the person needs an interpreter, culturally specific support, or the involvement of family, community or spiritual supports.
  • Clarify expectations. Providers should explain that assessment outcomes, service availability, fees and timing may vary depending on the person’s circumstances and the type of care approved.
  • Use assessment information in care planning. Where assessment outcomes and referrals are available, providers should ensure they inform care planning, risk assessment, goal setting and service delivery.

 

Conclusion

Preparing for aged care assessment is an increasingly important part of supporting older people to access the right care at the right time. As aged care reforms continue to reshape assessment, home care and provider obligations, organisations should ensure staff can guide older people and families with clarity, accuracy and empathy.

For older people, good preparation can make the assessment process less stressful and help ensure their real needs, risks and preferences are understood. For providers, it supports better intake, safer care planning, clearer communication and stronger alignment with the person-centred intent of the reformed aged care system.

Assessment is not just a gateway to services. It is an opportunity to understand what matters to an older person and to ensure the supports that follow are built around their needs, goals and dignity.

 

About the Authors
 

Nicole Chen

Nicole is a Principal Consultant at Ideagen CompliSpace with a background in the healthcare industry across acute, aged and community services. Throughout her career, she has held various management and clinical positions, contributing significantly to both research and higher education within the sector. Nicole provides valuable knowledge and insights from both a clinical perspective and a nuanced understanding of the operational and strategic aspects of healthcare. She holds a Bachelor in Nursing, a Postgraduate Certificate and a Doctor of Philosophy (PhD).
 
 

Nick Edwards

Nick is a Legal Content Senior Associate at Ideagen CompliSpace. Nick has several years' experience designing and administering eLearning for the Aged Care Sector and holds a Bachelor of Laws from the University of Technology Sydney with First Class Honours.