FAQ: Update to Support at Home (SAH) Funding Templates

FAQ: Update to Support at Home (SAH) Funding Templates

What is this update about?

A system migration has been completed for organisations using Support at Home (SAH) funding templates. This introduces a new fee item to support rollover funding.


Where to find the new fee item?
1. Go to the left-hand navigation menu and click Settings.

2. Select Funding Sources.

3. Open a Support at Home funding source template.

4. Scroll to Funding Fee Items and locate Support at Home – Rollover Funding.


What is the purpose of the new fee item?
It is used to capture and record rollover funding amounts for existing clients.


Which funding templates are affected?

This update applies to:

  • Support At Home - HCP Transitional - Level 1 to Level 8

  • Support At Home - Level 1 to Level 8


Notes
Note: Assistive Technology, Home Modifications, and Restorative Care templates are excluded.
    • Related Articles

    • FAQs: Support at Home Rollover Funding

      Support at Home - Rollover Funding A new fee item, Support at Home - Rollover Funding, has been introduced to the following funding source templates: Support At Home - HCP Transitional - Level 1 to Level 8 Support At Home - Level 1 to Level 8 This ...
    • Pooled Funding

      Q: What is pooled funding? A: Pooled funding is a portion of a client’s budget that is set aside and combined into a shared pool at the provider level. This pooled amount (Example: Care management) is not spent per individual client but is used by ...
    • FAQ: Why are two invoices generated under Support at Home?

      Why are two invoices generated under Support at Home? Under Support at Home, client contributions are now calculated as a percentage of services delivered rather than a fixed fee. Because of this, billing outputs are split, resulting in two invoices ...
    • How to Set Up Funding for Mid-Quarter Client Transfers

      When a client transfers to a new provider mid-quarter, they do not carry over the full quarterly funding. Only the remaining balance must be applied, and it must be reflected in the funding setup. This topic describes how to set up funding for ...
    • Managing Gap Payments When Client Funding Is Exhausted

      Q: How do we manage clients whose funding has been exhausted or is insufficient, and who have agreed to pay the remaining balance privately? A: In CareVision, you don’t need to create a separate “private” profile for the client. Instead, you can ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.