Monthly statements for Support at Home services

What is a monthly statement

A participant’s monthly statement is a document that shows, for the previous calendar month: 

• the total government funding that was available to them
• any participant contributions
• the services you provided and the price charged for each of those services
• the amount of any unused funding
• the closing balance of their budget at the end of the month.

What to include

You must include: 

• Funding amounts available at the start of the month, including any:
  • ongoing funding
  • Restorative Care Pathway funding
  • End-of-Life Pathway funding
  • Assistive Technology and Home Modifications (AT-HM) funding
  • supplements
  • unspent Home Care Package funds
  • unused funds from a previous quarter.
• List of the services you delivered, including cancellations and no-shows during the month. These include the:
  • date of delivery
  • price
  • where third-party suppliers were used
  • number of hours or units
  • amount of government subsidy you received
  • participant contribution amount.
• Amount of funding remaining at the end of the month.
• Total participant contributions paid.
• Any adjustments or refunds from previous months.
• Committed funds for AT-HM items or services that have not yet been delivered.
• Expiry dates for AT-HM funding.
• AT-HM items charged through unspent Home Care Packages funds.

Care management

For participants accessing ongoing services, you must include the total units or hours of care management delivered that month.  

For participants in the Restorative Care Pathway or End-of-Life Pathway, you must include the:

• total unit or hours of care management delivered that month
• price
• amount of government subsidy you received.

Template

You may wish to use our monthly statement template. This can:  

• make statements easier for participants to understand
• help participants make informed choices about the use of their funds. 

This template is a guide only. You can choose to use your own template, but it must include the required information.

Preparing monthly statements

You must: 

• prepare the statement in plain language so that it is easy to understand
• help the participant to understand how their budget works and what funds are available.

If needed, use the Translating and Interpreting Service.

When and how to provide

You must provide a statement to a participant each month, even if you did not provide Support at Home services to them that month.

Give it to the participant or their registered supporter (or both). You can provide a hard copy or an electronic copy.

You must do this by the last day of the following month.

For example, the deadline to provide a July monthly statement is 31 August.

Final statements

You must also issue a final statement:

• at the end of each episode under the Restorative Care Pathway or End-of-Life Pathway (if funded aged care services are no longer delivered)
• if the participant ends ongoing services
• if the participant exits Support at Home.

Resources

Find out more

Read Chapter 17 (participant statements) in the Support at Home program manual.