HomeAged Care HomesThe Assessment Process
Assessment Process

How the assessment process works

A formal assessment is required before accessing government-subsidised residential aged care. Here's what to expect — step by step.

Get started freeRead the guide ↓
5 min readUpdated 2025Free for families
Free
Assessment is free
Independent
WithSally guidance is free
1 business day
Adviser calls back
Step 1
Assessment comes first
Overview

Before accessing government-subsidised residential aged care, an assessment is required to determine eligibility and level of need. This is a standard part of the process — and it's free.

What is the assessment?

The assessment is a formal review carried out by an aged care assessment team. It looks at the whole picture of a person's situation — not just their medical needs.

The assessment covers:

Physical health and medical conditions
Cognitive function and memory
Daily living needs — what the person can and cannot do independently
Social situation — living arrangements, family support, environment

The outcome determines eligibility for government-subsidised aged care — both residential and home care — and the level of care approved.

How to request an assessment

The process from referral to assessment involves a few straightforward steps:

1
Request an assessment
Contact the national aged care intake line to request a referral. You can call on behalf of a family member. A clinician will contact your family to arrange a time.
2
The assessment visit
The assessment is usually done in the person's home or hospital. Bring a family member or support person if possible — they can help you communicate needs and ask questions.
3
Receive your approval letter
If approved, you receive a written letter confirming eligibility and your care level. This opens the pathway to government-subsidised residential care.
4
Start looking at facilities
WithSally helps here
Once assessed and approved, you can start shortlisting facilities and applying. This is where WithSally helps — we guide you through the process.

What happens after the assessment?

If approved, you receive a letter confirming eligibility and your care level. From there, you can start looking at facilities and applying for placement.

Approval does not guarantee immediate placement

Once approved, there may be a wait for a suitable vacancy at your preferred facility. Wait times vary significantly by location, facility, and care level. Starting the search early is important.

If your assessment determines home care is more appropriate, you may be approved for a home care package instead — or both pathways may remain open to you as needs change over time.

How WithSally helps

Once assessed, we help you find the right facility.

Once your assessment is complete, we help you understand your options, shortlist suitable facilities in your area, and navigate the application process — step by step.

Our guidance is free for families. We call you back within one business day.

Get started free →