Funding

Step by step

1. 1

   Select New participant if the person is not in aged care yet. Enter their name, My Aged Care ID, 9-digit Services Australia care recipient ID and an email for statements.

2. 2

   Select New funding plan. Choose the client, the Scheme and the Classification or level, then enter the Daily subsidy rate and any supplements.

3. 3

   Set the Means category and, if you have it, the Independence and Everyday living rates and date from the participant's Services Australia notice.

4. 4

   Check the estimated budget at the bottom of the form. For Support at Home, 10% goes to your care management account. Select Create plan.

5. 5

   Open the plan and fill in the Onboarding dates: funding allocated, referral received and accepted, service agreement signed, and entry registered in the Provider Portal.

6. 6

   Tick the service types Approved in the Notice of Decision, then select Save. Only services of those types can be claimed.

7. 7

   Select Log care management each month and enter the time and your hourly rate. Without both, it is logged as a contact only and nothing is claimed.

8. 8

   Select Service agreement to download the agreement PDF, and use Participant and family portal access to invite the participant or a family member to a read-only login.

9. 9

   When a participant leaves, select Record exit with the date and reason. The final claim is due within 60 days of the exit date.

The screen