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2.3.4 Conduct of a Needs Assessment

1.The Needs Assessment Tool should be used for each needs assessment.

2.The person must be consulted in the preparation of an assessment of his or her needs, preferably via a personal interview, or telephone call where a personal interview is not possible.  However a person may appoint a personal representative to act on their behalf.

3.Prior to the person being consulted, the delegate undertaking the needs assessment should review all relevant information available on the person's file. This will help identify possible needs and issues which should be discussed further with the person.

4.Comprehensive case notes relating to the needs assessment should be recorded on the person's file or on the relevant information data management system. This will ensure all staff involved in the management of the person's needs are aware of issues, discussions and outcomes or actions taken.

5.The outcomes of the needs assessment must be notified to the person in writing.  The written confirmation of the needs assessment must identify the benefits that are appropriate for the person, including the applicable treatment path.


6.In order to meet the requirement for claims for compensation pursuant to section 319 a client will be able to verbally confirm during a telephone conversation for the needs assessment they are seeking compensation under MRCA. The client will still be able to return a signed copy of the needs assessment, but this is not mandatory. A client’s claim for compensation is also valid if they have ticked the appropriate box at question 23 of the MRCA claim form (D2051), or submitted a written request for compensation, then a signature on the needs assessment is not mandatory.

Note: Recent changes to section 319 of MRCA allows for a client to make an oral statement during a  needs assessment telephone call either before or after liability has been determined that they are seeking benefits such as Permanent Impairment compensation or Incapacity Payments, and for that statement to be treated as a valid claim for compensation.

7.Delegates must take all reasonable steps to ensure that careful consideration is given to all issues discussed and that any identified needs are followed up.

8.If the needs assessment identifies the possibility of rehabilitation then a formal rehabilitation assessment is required as provided for under section 44 of the MRCA.  If the person is a full-time serving member in the ADF, the relevant Service Chief is the rehabilitation authority and must be advised of the requirement to initiate a rehabilitation assessment.

9.The needs assessment must identify which treatment path is applicable, unless the person who requires treatment is a member of the ADF in which case Defence provides the person's treatment.

10.Where a person's circumstances change following completion of the first needs assessment, a second or subsequent needs assessment should be undertaken using the relevant part/s of the Needs Assessment Tool.