FAQ: DEX Stage 3 Changes - CHSP Reporting

FAQ: DEX Stage 3 Changes - CHSP Reporting

DEX Stage 3 introduces new CHSP reporting requirements from July 2026. Updates are currently being finalized by the department after testing and are expected by mid‑August 2026.

Q: Do we need to configure anything in CareVision?
A: No major system configuration is required, but providers must have correct data capture and workflows in place.

We recommend that you:
  • Ensure required fields are being captured in existing workflows
  • Review configuration (billing categories, line items)
  • Prepare staff for new data entry requirements

Q: What are the key new data requirements?
A: Key fields include:
  • Subcontractor (externally delivered)
  • Volunteer involvement
  • Session location (home vs community)
  • Overnight services (system-derived)
  • Meals (type, diet, preparation)
  • Time spent with client (engagement minutes)
  • Transport (distance and travel time)

Q: How do these fields translate into CareVision?
A:
1. Client Profile Setup 
My Aged Care ID (MAC ID)
  • must be recorded in the client profile
  • This is mandatory for DEX reporting

2. Bookings (Service Delivery Data)
Capture the following at booking level:
  • Externally Delivered - marks subcontractor
  • Volunteer Involved - new checkbox
  • Session Location - Home or Community
    • Defaults from billing category if not selected
  • Overnight - automatically calculated if service spans midnight

3. Meals 
Meals must be recorded using manual line items:
  • Separate line item per meal type:
    • Main meal, light meal, snack, beverage, dessert
  • Capture:
    • Special diet (texture modified)
    • Whether meal was prepared off-site

4. Time Spent with Client
  • Captures actual engagement time, not just service duration
  • May require internal process decisions (Example: defaults or staff input)
  • Still being operationally refined

5. Transport (if applicable)
  • Distance (km) and travel time are automatically captured if recorded

Q: What should we do now?
A: Recommended Steps
  2. Correct Data Capture in CareVision
    • Check client profiles (MAC ID)
    • Review booking workflows
    • Confirm billing categories and defaults
  3. Update Configuration
    • Set up required manual line items (especially meals)
    • Make sure correct billing categories are set up
  4. Prepare Your Team
    • Train staff on new fields and workflows
    • Introduce changes gradually before August
  5. Monitor Data Quality
    • Use Service Review Board and dashboards
    • Resolve warnings before billing/claiming

For a recorded session on DEX Stage 3 changes, visit CareVision Academy. To access it, please log in to www.carevision.academy, go to My Classes, and select Lunch and Learn. Then find “CHSP claiming workflows and configuration including Stage 3 changes – 05 June 2026.”

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