Uploading Assessments and Reports

Provide providers with comprehensive patient information.

Important Documents

Essential:

• Occupational Therapist Report
• Functional Capacity Assessment
• Behavior Support Plan (if applicable)
• Medical Summary
• NDIS Plan
• Discharge Summary
• Medication List

Optional:

• Physiotherapy reports
• Speech pathology reports
• Psychology/psychiatry reports
• Continence assessments
• Nutritional assessments

Preparing Documents

Before uploading:

• Ensure documents clear and legible
• Remove unnecessary sensitive information
• Convert to PDF if possible
• Reduce file size if needed
• Check consent is documented

How to Upload

1. Go to Referral
2. Find Documents section
3. Click Upload Assessment
4. Select document type
5. Choose file
6. Click Upload

File Requirements

• Formats: PDF, Word, JPG, PNG (PDF preferred)
• Size: Up to 10MB per file
• Quality: Clear and readable
• Completeness: Full report
• Signatures: Include dated signatures

Privacy

Include:

• Patient's suburb (not full address)
• Medicare number if needed for NDIS
• Contact info for follow-up
• Emergency contact details
• Relevant personal background

Avoid:

• Unrelated sensitive information
• Family member details not relevant
• Other patients' information
• Unnecessary details

Organizing Documents

Create structure:

• Medical: Health documents
• Assessments: OT, FCA, specialist
• Support Plans: BSP, strategies
• Funding: NDIS plan
• Administrative: Consent, discharge

Managing Documents

You can:

• View: Preview
• Download: Save copy
• Delete: Remove if mistake
• Share: Include/exclude from providers
• Update: Upload newer version

Who Sees Them

Shared with:

• Chosen providers
• Patient (upon request)
• Housing Match staff (for support)
• With explicit consent

Not shared with:

• Other patients
• External organizations
• Public websites
• Without approval

Updating

If information changes:

1. Upload new assessment
2. Appears in chronological order
3. Providers see most recent
4. Old versions retained
5. No need to delete previous

Checklist

Before uploading: ☐ Document relevant
☐ File clear
☐ Personal info appropriate
☐ Consent obtained
☐ Acceptable format
☐ Under 10MB
☐ Signatures/dates included
☐ No unrelated sensitive info
☐ Contact details included

If Upload Fails

Try:

• Converting to PDF
• Reducing file size
• Removing special characters
• Different browser
• Contact support if persists

Best Practices

• Upload as soon as available
• Include most recent assessments
• Provide context notes if dated
• Be thorough
• Keep organized

For SDA-Eligible

Particularly important:

• Current OT assessment
• Accessibility requirements
• Mobility and support needs
• Home modification needs
• SDA funding approval

Questions? Contact hello@housingmatch.com.au