Quoting for Support at Home Clients in Advanced Mode
With the introduction of the Support at Home (SAH) program, CareVision has launched an Advanced Mode to meet new quoting requirements. Compared to Basic, Advanced Mode provides enhanced features such as budget tracking, live budget updates, and the ability to split transactions between funded amounts and co-contributions.
The advanced quoting process helps organizations generate quotes that reflect updated funding sources, allocations, and services, making it easier to document adjustments for SAH clients.
This topic provides a step-by-step guide to quoting for Support at Home clients in Advanced Mode.
Keywords: support at home quoting, carevision advanced mode, sah funding sources, client quote, care management, aged care funding, service allocations, co-contribution, advanced quoting features, hcp to sah
Step 1: Access Quotes & Contracts Window
The Quotes & Contracts Window is a feature for managing client quotes and contracts in CareVision. With the introduction of the Support at Home program, this window has been redesigned from its previous version to better support the new requirements and advanced funding sources.
The Quotes & Contracts Window brings together all the tools needed to create a client quote, including options for managing income streams, fees, recurring charges, and one-off service charges.
See Detailed Steps Here
There are several ways to access this window:
Option 1: Search for the client or lead’s name in the search bar (Recommended)
1. In the search bar, type the name of the lead or client.
2. From the search results, select the client you want to create a quote for. Clients are identified by a circle (target) icon.
3. Below the client’s profile, click the plus icon, which represents Create Quote/Contract.
The Quotes Window will appear.
Option 2: Using Quick Actions (fast option)
1. Click the plus or Quick Actions icon in the bottom-right corner of the screen.
2. Click the topmost icon to Create a Quote.
3. In the Select Clients field, either scroll to find the client or type the client’s name in the search bar.
4. Click Proceed.
The Quotes Window will appear.
Option 3: From the Quotes & Contracts Action Board
Note: Use this method if you are reviewing or creating multiple quotes across the organization.
1. In the left navigation pane, click Actions.
2. Select Quotes & Contracts.
3. In the upper-right corner, click +Create Quotes and Contract.
4. In the Select Clients field, either scroll to find the client or type the client’s name in the search bar.
5. Click Proceed.
The Quotes Window will appear.
Step 2: Review Quote Header
The Quote Header in the Quotes & Contracts Window contains key information at the top of the quote, including the client’s name, the creator of the quote, and several important dates.
See Detailed Steps Here
The quote header in the Quotes & Contracts Window contains key information at the top of the quote, including the client’s name, the creator of the quote, and several important dates.
- The Quote created by field shows the name of the person who created the quote. It is automatically populated based on the logged-in user creating the quote. This helps with accountability and tracking, especially when multiple team members are involved in quoting for the same client.
- The Quote Reference is a unique identifier for each quote. It is not visible until the quote is saved for the first time. After saving, it is auto-generated and can be used for tracking, searching, and referencing when discussing quotes with clients, especially if multiple quotes exist for one client.
- The Quote Type dropdown allows you to select the type of quote being created. The quote type is associated with the type of agreement or contract that will follow. It also helps filter and organize quotes on the Quotes Action Board.
For most users post-November, SAH (Support at Home) will be the primary quote type, but other types may be available if your organization offers additional services.
- When a quote is first created, its status is set to Draft. This means the quote is still being worked on and has not been provided to the client. Draft quotes can be edited and updated as needed. Only after moving to Open can the quote be sent to the client for acceptance.
- Created on: The date the quote was initially created.
- Valid until: Defaults to 30 days after creation. This is the period during which the quoted prices and services are guaranteed. It can be adjusted if needed (such as when the client needs more time)
- Quote Start Date: Indicates when the quoted services are intended to begin. This is editable and should reflect the actual planned start of services.
- Quote End Date: Defaults to 12 months from the start date but can be modified. Keeping it at 12 months is recommended for most clients, as it matches standard budgeting and client expectations.
Note: In CareVision, the Quote End Date is exclusive, meaning the quote covers up to, but not including, the end date.
Step 3: Manage the Fund Sources Section
The Fund Sources section in the Quoting window provides an overview of all funding streams linked to a client. You can add the advanced funding source template, which automatically pulls in all relevant information and pre-configured settings from that template, specify billable items and services, assign allocations, and adjust advanced settings.
A. Add a Funding Source Template
A. Add a Funding Source Template
1. Go to the Fund Sources section.
2. Click the plus icon on the right side of the Fund Sources section to start adding a new funding source for the client.
3. Click the Funding Template dropdown to open the selection menu.
4. From the list, select a funding source template. All Support at Home funding sources are advanced funding sources.
For HCP transitional clients, you can select from four available options. The funding amounts aligned to the current Home Care Package levels. This ensures that clients are no worse off in terms of the overall amount available to them
If you have not yet created an Advanced funding source template for Support At Home, refer to the document Introduction to the Advanced Funding Source Template.
Note: When you add a funding source template, most fields will automatically populate with data from the template you set up. The template includes all the rules and pre-configured information specific to the funding type you have selected.
- The Advanced toggle on the client’s quote indicates that the funding source is Support at Home enabled. Once this is set, it cannot be changed from Advanced to Basic funding. Compared to basic funding, Advanced Mode provides enhanced features such as budget tracking, live budget updates, and the ability to split transactions between funded amounts and co-contributions.
Note: CHSP providers are not required to transition immediately but are recommended to be familiar with the Advanced Mode for future use, as it allows for more dynamic management of CHSP funding and co-contributions.
Fields You Must Complete
You only need to complete the following fields, as they may differ for each client.
- Funding Template
- Starts On
- Billing Contact
- Billing Organisation Contact
- Billing Contact for Co-Contributions
- Starts On is the date when the client’s Support at Home package funding begins. For new clients, this is usually the day they are first given funding. For all clients transitioning, the start date for the new funding source will be 1 November 2025.
Note: You can only change the Starts On date when you first add the funding. After that, it stays the same unless the client moves to a different funding level.
If you can’t edit the Starts On date, it’s because the funding has moved into a new period and the system locks this date to keep everything in line with the quarterly schedule.
- The Billing Contact is a person known to the client, such as a family member who will be the main recipient of statements and billing information. This contact must be added to the client’s profile before you can select them in a quote.
Note: If the Billing Contact field is left blank, invoices will automatically be sent to the client’s own contact details by default.
- A Billing Organisation Contact is a generic organization or third party, such as a plan manager or an entity that receives invoices or statements on behalf of the client. This could also include a shared contact, such as an enduring power of attorney, who manages billing for multiple clients. A billing organisation contact is used when an external organization or representative is responsible for handling the client’s billing matters.
- The Billing Contact for Co-Contributions is a specific person designated to receive invoices related to the client’s co-contribution payments. This could be a different individual from the main billing contact, such as a family member or representative responsible for paying the co-contribution portion.
Note: If this field is left blank, invoices for co-contributions will automatically be sent to the client’s own contact details by default.
Optional Fields
Participant type, Reason for assistance, and Referral source fields are only mandatory if the funding template or source name includes CHSP. Otherwise, these fields are optional and will not block quote saving if left blank.
- Participation Type indicates whether the funding is directly for the client or for a support person.
- Reason for Assistance indicates the main reason the client is seeking support or services. Set this field to the relevant option, such as personal and family safety, permanent and significant disability, age appropriate development, or another relevant reason.
- Referral Source is the origin of the client referral. Select the appropriate source, such as hospital, agency, accommodation provider or another relevant reason.
Other Funding Template Fields Explained
The following fields are populated automatically from the template and do not require manual entry. This is explained here for your reference. However, you may still modify these fields if necessary.
- The Start Date field is the date when funding is awarded or when the client transitions to the program. The date you enter as the Starts On field will appear here at the top for easy reference and will be greyed out.
- Starts On is the date when the client’s Support at Home package funding begins. For new clients, this is usually the day they are first given funding. For all clients transitioning, the start date for the new funding source will be 1 November 2025.
- The End Date field is the date when the funding is expected to end. The date you enter in the Ends On field will appear here at the top for easy reference and can be edited whenever the expected end date of the funding is known.
- Ends On is the date when the client’s current package funding finishes. For example, if the client gets a new package, the Ends On date marks when the old one ends.
- Period Start is the first day of the current funding period. This field is automatically generated by the system and cannot be edited. It is calculated based on the Starts On date and the current period.
- Period End is the last day of the current funding period. This field is also automatically generated by the system and cannot be edited. It is calculated based on the Starts On date and the current period.
- The Funding Type field is used to categorize and group funding sources. In most cases, this field is the same as the template name for the funding source.
- The Reference Code is typically set to values like Support at Home and allows you to assign all related funding sources to a common reference.
- Organizations may use the Referral Code to enter codes such as service provider IDs, government-issued funding references, or custom referral codes required for reporting or billing.
- The Management Type field will default to Support at Home based on your selected funding template. This field is used internally to distinguish between different types of funding sources in the system and supports downstream processes such as billing, claiming, and budget management.
- The Funding Period field is set by the funding source template and indicates how the funding is managed over time. For Support at Home, this typically means the funding is managed on a quarterly basis.
While the overall funding may be calculated using daily or yearly rates, budgets and spending are tracked and controlled within each quarter. This ensures that clients do not exceed the allocated budget for any given quarter, even if the total funding covers a longer period.
- The Funding Period field is set by the funding source template and indicates how the funding is managed over time. For Support at Home, this typically means the funding is managed on a quarterly basis.
While the overall funding may be calculated using daily or yearly rates, budgets and spending are tracked and controlled within each quarter. This ensures that clients do not exceed the allocated budget for any given quarter, even if the total funding covers a longer period.
- The Outlet Activity ID field is automatically populated from the template and will be set to SAH for Support at Home funding sources. This field is used internally for downstream reporting and tracking purposes.
Debtor References
Under Support at Home, every funding source requires two debtor references:
- Funded Debtor Reference
- Co-Contribs Debtor Reference
1. Funded Debtor Reference
This field captures the account that will receive invoices for the government-funded portion of the client’s funding.
By default, this is set to the client’s first name, last name, and funding type. This ensures that payments from the government are directed to the correct account. Your organization may have specific naming conventions for this field based on your accounting system.
2. Co-Contribs Debtor Reference
This field designates a separate account for invoicing the client’s co-contribution amounts. It is used to identify which account should receive invoices for the client’s share of funding, separate from the government-funded portion.
The default structure includes the client’s name, funding type, and an indication that it is the co-contribution account. Your organization may have specific naming conventions for this field based on your accounting system.
Note: If your organization does not use debtor accounts on funding sources or uses the organization reference ID on client profiles, changes will be needed for Support at Home. You’ll need to track separate accounts for funded amounts and co-contributions. Please contact the CareVision team to discuss this transition.
Rules for Funding
The rules for funding field allows you to set controls and guidelines for what should happen if a client’s funding runs out before the end of the quarter. This new functionality helps providers manage financial risk under Support at Home by letting you define specific actions or restrictions, either at the organization level or for individual client funding.
Options for billing when funding expires:
Fund Sources Summary
The Fund Sources Summary displays the total funding available to a client, broken down:
- Per Day
- Per Week
- Per Fortnight
- Per Month
- Per Quarter
- Per Year and
- Total
Note: If the quote period is exactly one year, the Per Year value will be the same as the Total.
B. Specify Fee Items, Services, Billing Categories, and Line Items
1. Go to the Fee Items, Services, Billing Categories, and Line Items section. The settings in this section come from your templates, so you usually don’t need to change them. They show the rates for support at home and help prevent selecting old home care rates by mistake.
2. Fee items typically represent outgoing funds or charges to customers. Most organisations will no longer include fees such as package management, as these are generally not charged in this model.
3. In the Services field, you can select the services that are available for the specific type of funding you have added.
4. In the Billing Categories field, you can select which billing categories are available for the specific type of funding you have added.
5. Line Item Templates are pre-configured entries that define the details of specific services or items that may need to be added to a client’s billing record. Templates can be tailored to organizational needs, but must be set up in advance and aligned with the Config Workbook.
6. We recommend that you use line item templates rather than creating manual entries. This is to ensure all necessary information is included and to prevent issues downstream in the claiming process.
C. Add Funding Fee Items That Apply to the Client’s Funding Source
c. Add Funding Fee Items That Apply to the Client’s Funding Source
1. Go to the Funding Period Details and Allocations section.
2. Click Funding Fee Items.
3. The funding source template you select will already include a default funding fee item.
4. The Daily Rate column displays the funding rate for the funding fee item on a per-day basis. You can configure and manage these rates in the Billing Categories settings.
5. The Start Date for funding fee items is automatically set to match the relevant funding period of the quote. The first time you add a funding source to a new client, you can change the Start Date. For subsequent periods or rolled-over quarters, you cannot change the Start Date.
6. You can change the End Date of funding fee items at any time. If you want to end the current funding level and move the client to another level, you can change the End Date.
7. Click Add Funding Fee Item to include additional funding fee items. These items are set by default when you add a funding source template. But, you can modify them if your clients have a supplement or another subsidy to add.
8. In Advanced mode, you can add multiple funding fee items to a single funding source. For example, if your client needs an additional supplement or subsidy, such as an oxygen supplement, you can add it to the list.
Note: Assistive Technology (AT) and Home Modifications (HM) are not funding fee items. They each have a separate funding source template.
D. Manage Funding Allocations and Co-Contributions
d. Manage Funding Allocations and Co-Contributions
1. Go to the Funding Period Details and Allocations section.
2. Click Funding Service Program Allocations. In this section, you can manage both the allocation of funding and the co-contribution rates.
3. Under the Allocation Category column, the allocation options will be listed based on the funding source template you selected. For Level 1 to 8 or Transitional funding sources, the available categories are Care Management, Clinical Care, Everyday Living, and Independence Support.
4. The % Allocation column shows the percentage of the total funding assigned to each allocation category.
Note: Transitional clients may not have specific allocations set, so these categories can be left at zero until allocation details are provided by the department. You can update the allocations later to support accurate budgeting and quoting.
5. Care Management is set to 10% by default and cannot be changed at the client level.
Note: The percentage allocations may add up to more than 100% because budget inclusions can be based on different components, such as the primary subsidy and supplements. Some categories may include both, while others use only the primary subsidy, resulting in totals that exceed 100%.
6. The Locked column indicates whether the allocation percentage for a category can be edited. If a category like Care Management is locked, you cannot modify its allocation because it is fixed by the funding template.
7. The $ Allocation column shows the dollar amount allocated to each category, calculated from the specified percentage and the Budget Inclusion. For example, if Care Management is allocated 10% and the Budget Inclusion is Primary Subsidy only, the 10% is taken from the primary subsidy amount (not the total funding amount) resulting in $243.27 per quarter.
8. The % Co-contribution column shows the percentage of costs that the client is required to contribute for each allocation category. By default, Co-contributions are set to zero. When preparing a quote, you must enter the relevant co-contribution percentages for each area for the client.
9. Under the $ Co-contribs for Services column, the system automatically calculates the actual dollar amount of the client’s co-contribution for each area based on the percentage you enter and the services included in the quote.
10. The Actual $ Co-contribution column shows the calculated dollar amount the client will contribute for each category, based on their co-contribution percentage and the services included in the quote.
11. The Budget Inclusions column shows which funding components are included in the allocation calculation, such as Primary Subsidy only or both Primary Subsidy and Supplements.
- For example, Care Management include only the Primary Subsidy. If Care Management is allocated 10% and the Budget Inclusion is Primary Subsidy only, the 10% is taken from the primary subsidy amount.
- Other categories, such as Everyday Living or Clinical, might include both the Primary Subsidy and any Supplements in their Budget Inclusion, so their allocations are calculated from a larger funding base.
12. The % Budget for Services column shows the portion of the total budget allocated specifically for services within each category. This helps track how much of the budget is dedicated to direct service delivery versus other costs.
13. The $ Budget for Services column shows the dollar value of the budget allocated to services in each category. This figure is calculated based on the % Budget for Services and the total available funding.
14. The $ Co-contribs for Services column shows the dollar amount of the client’s co-contribution specifically for services, reflecting their share of service costs in each category.
15. You can click the Recalculate button to view the allocations and co-contribution amounts based on any changes you have made.
E. Manage Rollover Balances and Maximum Contribution
The Additional Settings section contains extra fields that are not commonly used for all funding types but are important in specific scenarios, such as when Home Care Package clients transition into the Support at Home program. It is important to track details such as their home care package balances.
E. Manage Rollover Balances and Maximum Contribution
1. Go to the Additional Settings section.
2. Services Australia Rollover Balance refers to the amount of funds that Services Australia holds on behalf of a client. This balance is typically shown in the payment statement summary after claims are processed, usually in a column indicating the funds held for each client. When setting up a client, you may enter an estimated amount in this field. Once the monthly claim is finalized, update this field with the actual value from the payment statement.
Note: Bulk updates or imports of the Services Australia rollover balance are available. Contact the CareVision support team to arrange this process.
3. Rollover Unspent Govt Held Funds by Provider refers to the closing balance of government funds from before the IPA that the provider is still holding as of the completion of the final claim. You can enter an estimated amount in this field and update it with the confirmed value once the claim is finalized. Some organisations may choose to leave this field blank until the final claim is complete.
4. Rollover Unspent Client Funds Held by Provider refers to the balance of unspent Home Care Package (HCP) funds that the provider is holding on behalf of the client. This field allows you to record any remaining client funds managed by the provider at the time of transition, if a balance exists.
5. Total Rollover Amount is a calculated field that represents the sum of all rollover balances previously entered, providing the total home care rollover amount available for the client. For transitioning clients, this total is required to ensure all rollover funds are accurately brought into their client funding records.
6. The Maximum Co-Contribution in Period field allows you to set a cap on the total co-contribution amount a client is required to pay within a specific period. This is important for clients with "no worse-off" status who previously paid an income-tested fee.
The system will track co-contributions as services are delivered, and once the client reaches the maximum set in this field, no further co-contributions will be charged for that period.
Example:
If a client has a co-contribution rate of 12% and the maximum co-contribution per period is set at $100, the client will be charged 12% per booking until their total co-contributions reach $100.
If a client has a co-contribution rate of 12% and the maximum co-contribution per period is set at $100, the client will be charged 12% per booking until their total co-contributions reach $100.
After reaching this cap, no further co-contributions will be collected for the remainder of the period, even if 12% of their total funding would exceed $100. The maximum is calculated as the ITF daily rate of the home care package multiplied by the number of days in the period.
F. Review Funding Period Details and Allocations Chart
In the Funding Period Details and Allocations section, several key funding figures are captured. To help you better understand these figures and how they relate to each other, a chart has been introduced in this section to visually represent the funding breakdown. This chart will also be included in one of the printed quote options, providing a clear visual summary for reference.
- Total Rollover Amount
This figure represents any unspent funds from a previous Home Care Package period that are carried over into the current period. It includes rollover amounts from prior periods or previous funding arrangements. This is the amount of additional funding available to use in the current period, on top of new funding allocations.
- Total Funding for the Period
This is the overall funding allocated for the current period, as reflected on the quote. It includes the primary subsidy, any supplements, and other relevant funding items for the client for the entire period. - How it’s calculated?
Total Funding for the Period= Primary subsidy + Supplements + Other funding items (as specified in the client’s funding template)
- Total Funding Available for Services per Period
This figure shows the portion of the total funding that is actually available to be spent on services during the period. It is calculated by subtracting the pooled funding amount (such as a set-aside for care management or other locked allocations) from the total funding for the period. - How it’s calculated?
Total Funding Available for Services per Period= Total funding for the period − Pooled funding amount (Example: care management allocation).
- Total Dollar Allocated Budget
This is the sum of all amounts that have been reserved or allocated in the budget for specific purposes, based on the planned allocations (such as a fixed percentage for care management or other restricted categories). These allocations are often set by the funding template and may be locked to prevent changes. - How it’s calculated?
Sum of all reserved amounts in the budget, as defined by allocation rules or template restrictions (such as 10% of the primary subsidy for care management).
- Total Dollar Allocated Budget on Services on Quote
This figure reflects the total value of service allocations that have been planned and included in the current quote. It is based on the actual services listed on the quote, such as respite or social services, and is automatically calculated according to the services’ frequency and cost. - How it’s calculated?
Total Dollar Allocated Budget on Services on Quote= Sum of the costs of all services included in the quote, calculated based on service frequency, duration, and rates.
Step 4: Add Fees and Charges (Optional)
Fee items typically represent outgoing funds or charges to customers. Most organisations will no longer include fees such as package management, as these are generally not charged in this model.
However, there may be exceptions for specific charges or services your organisation continues to offer. Confirm with your project team to ensure compliance with your organisation’s current practices.
Step 5: Add Recurring Services
Recurring services refer to any service provided to a client as part of their care plan that is delivered on a regular basis. These services must clearly specify the service name, frequency, and appropriate billing rates.
See Detailed Steps Here
A. Specify Details for the Recurring Service
1. Go to the Recurring Services section.
2. Select a recurring service from the dropdown menu.
3. Choose the appropriate frequency for the service.
4. Enter the date the recurring service should start.
5. Enter the end date if known, or leave blank if the service is ongoing.
6. We recommend that you tick the Use Default Funding Source? box to ensure the system uses the client’s default funding source for the service. For Support at Home, always set recurring services to use the default funding source to ensure correct allocation and reporting.
7. Tick the Deliver on Public Holidays? box if the service should be delivered on holidays.
8. Tick the Continues on Leave? box if the service should continue during client leave.
9. Specify relevant details, such as the day(s) of the week the recurring service will occur if you choose a weekly frequency, or provide the appropriate details if the service is set to occur daily, fortnightly, or monthly.
10. Enter the time the service should start.
11. Enter the number of minutes the service will last.
B. Add Billing Categories for the Recurring Service
- Visit Duration refers to the total amount of time a staff member spends at a client’s location to deliver a service. This duration is used to determine both how the client will be billed and how the staff member will be paid for the service provided.
- You must select the appropriate billing rates and ensure they Support at Home ones.
- Distance Travelled with Client refers to the total distance a staff member travels while accompanying a client during a service.
Note: Under Support at Home, you cannot charge clients for kilometers travelled. However, you should still set a billing rate and billing rule for distance travelled to allow for payroll processing and internal financial reporting. Many organisations use a zero-dollar rate for this purpose, allowing travel to be coded and managed correctly without billing the client.
- Callout Distance is the distance a staff member travels from their location (such as their office or home) to the client’s location, and/or returning after the service.
Note: Under Support at Home, you cannot charge clients for call-out distance, as these costs are included in the hourly rates. However, you should still set a non-billable rate for call-out distance to allow for payroll processing and internal financial reporting.
- Sleepover: If your organisation provides sleepover services, include the sleepover details as part of your recurring items. A staff member may be scheduled for a sleepover booking when a client requires overnight supervision or support.
- Manual Line Items are additional charges that can be added to a recurring service, typically for extra costs such as consumables used during service delivery.
Note: Under Support at Home, manual line items should be restricted to Assistive Technology and Home Modifications. Always use a template when adding a manual line item. If you create a manual line item without using a template, it may lack the necessary claiming codes, which can result in unsuccessful claims. You can still edit the description to make it relevant for the client’s invoice, but the template must be used to maintain accurate processing.
C. Manage Service Schedules
To copy the recurring service schedule, click Copy Schedule. This will duplicate the recurring service details and billing categories, making it easy to set up daily services without manual data entry.
Alternatively, click Add Schedule to create a new schedule. Use this option if you need to enter different information for the service on different days
Step 6: Add Once-Off Services
Once-off services are single, non-recurring services provided to a client as needed, rather than on a regular schedule. Add any known once-off services required by the client so they can be included in the quote. Make sure that you specify all relevant details such as funding source, billing categories, and line items.
Step 7: Upload Attachments
Under Support at Home, it is important to capture and report evidence for the services included in your quote and agreed upon with your client. At the quote stage, you can attach supporting documents such as prescriptions, occupational therapy reports, or allied health assessment reports that recommend specific activities.
See Detailed Steps Here
1. Go to the Attachments section.
2. Click the plus (+) sign to add an attachment. You can upload this file directly from your computer.
3. Enter a title and description for the attachment, then click Add.
4. The attachment will appear under the Attachments section.
Step 8: Review and Calculate Quote
You can view the quote summary, which includes the opening balance, funding sources, fees, recurring services, and once-off items. Adjust funding amounts or service details as needed.
See Detailed Steps Here
- You can view the quote summary, which includes the opening balance, funding sources, fees, recurring services, and once-off items. Adjust funding amounts or service details as needed.
- In the lower section of the quote, click the Calculate button to determine the total amount the client will be charged for the quoted service.
Step 9: Manage Quote Status
Quote status indicates the current stage or progress of a quote, such as draft, open, accepted, or rejected.
See Detailed Steps Here
- Save as the Quote as Draft: When you create a quote, it is automatically saved in Draft status. This allows for editing and internal review before presenting it to the client.
- Change Status to Open: Once the quote is ready for the client, update its status to Open.
- Send Quote Attachment checkbox:
When you set the quote status to Open, a checkbox labeled Send Quote Attachment appears. If you check this box before saving, a PDF copy of the quote will be automatically emailed to the client when you Save the quote.
Step 10: Generate Quote
See Detailed Steps Here
1. Click Generate PDF to create the initial quote as a PDF.
2. You'll notice a new option for printing the quote: Advanced. Select the Advanced option to generate a quote using advanced mode.
Sample Quote
The quote layout has changed from portrait to landscape to support the advanced quote format and advanced funding sources. This improves the presentation of information and helps reduce the amount of paper needed.
This topic walked you through the step-by-step process of quoting for Support at Home (SAH) clients in Advanced Mode, including how to manage new funding sources, allocations, and service requirements.
By following these steps, you can create quotes for new clients, ensuring each quote is tailored to the client’s specific needs under the SAH program.
If you have current HCP clients transitioning to SAH, see this article for the requoting process. For details on quoting under the Support at Home program, please contact the CareVision Support Team.
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