Key Sections of the SAH Statements File

It is important to review and understand the statement file to check that all details are accurate and to identify any potential issues. This topic describes the key sections in the statement file for Support at Home.

Keywords: support at home statement, sah statement file, client details section, budget summary table, primary funding arrangement, services breakdown, unspent funds table, additional funding types, statement finalization process

Sample Statement File for Support at Home

Disclaimer: This is a sample statement with example data. Actual data may vary based on your client's funding. For reference only.

1. Header and Client Details

The top of page tells you who the statement is for, who sent it, and which month it covers.

Part	What it shows
Organisation logo	The provider’s logo. In the sample, QualityCare.
Statement period	The calendar month the statement covers: 1 September 2026 to 30 September 2026.
Client details	The client’s name and postal address. The layout lines up with the window of a windowed envelope.
Client IDs and organisation details	Client name, My Aged Care ID, Department ID, Provider ID and Location. The Provider ID and Location come from the organisation details in your system’s general configuration settings.

Note: The address on the statement depends on your Billing Settings. Go to Settings > General Config and find the Billing Options field. It can be set to Billing Contacts on Client Profile and Contacts Only or Billing Contacts on Funding Sources. The system then uses the address of the contact assigned as the client’s Finance/Billing Contact. If no billing contact is assigned, it uses the client’s own contact details.

2. Financial Summary

The Financial Summary gives one line per budget, so the client can see at a glance how much is spent and how much is left. Only budgets that apply to the client appear. Jane Doe has two: Services (her Support at Home quarterly budget) and Assistive Technology.

Column	What it shows	Sample (Services)
Budget Area & Period for Funding	The budget and its funding period. Services run by quarter; Assistive Tech runs for 12 months.	Services, Jul 2026 – Sep 2026
Spent in Period	Total spent in the funding period so far, including this statement period.	$8,936.60
Balance of Funds for Period	What is left in the funding period after spending.	$1,782.37

3. Explanatory Notes

The Explanatory Notes are standard text provided by the department. They are the same on every client’s statement.

The notes tell the client four things:

The statement is not an invoice, and no payment is needed.
It covers services received in the previous calendar month.
Any client contribution is billed on a separate invoice.
Funding not spent within its funding period is lost, so a high balance is worth discussing with their care partner.

4. Support at Home Ongoing Budget

This section tracks the client’s quarterly budget: what they started the month with, what was spent, and what is left. It covers Home Care Package (HCP) Transitional Levels 1–4 and Support at Home Classifications Levels 1–8. It does not include assistive technology or home modifications budgets because those appear in a separate section.

A. Support at Home Budget

Part A works out the available budget at the start of the statement period.

Line	What it means	Sample
Primary Subsidy	Total funding for the quarter from the client’s level.	$10,876.24 (HCP Transitional Level 3)
Care Management Allocation	The 10% share kept for care management, taken off the quarter’s budget.	−$1,087.62
Add supplement(s) (if applicable)	Any extra supplements, each listed with its own value.	N/A
Support at Home unspent funds - transition from HCP	Unspent HCP funds brought into Support at Home, made up of three types of unspent funds.	−$82.40
Spending from past month(s) in the same quarter	Spending in earlier months of this quarter. Empty in the first month of a quarter.	−$5,840.30 (July and August)
Carry Over Funding From Past Periods	Unspent funds brought forward from the last quarter. It is an estimate based on the closing balance and is finalised 60 days after the period ends.	$1,012.75
Available budget on 1 September 2026	The budget at the start of the statement period.	$4,878.67

B. Quarterly Budget Balance

Part B starts from the available budget and takes off this month’s charges.

Line	What it means	Sample
Quarterly budget balance on 1 September 2026	Same as the available budget in part A.	$4,878.67
Services delivered (including your contributions)	Total cost of all services delivered this month, including any client contribution.	−$3,096.30
Charges from past months	Amounts for services from earlier months in this quarter that remain unpaid.	$0.00
Charges from Past Periods	Amounts for services from earlier quarters that remain unpaid.	$0.00
Remaining balance as of 30 September 2026	What is left at the end of the statement period.	$1,782.37

C. Service Type Summary

Part C splits the same spending by type of service, such as Social support, Meals, and Transport. It ends with any Adjustments Processed In Period and the Remaining Support at Home quarterly balance.

5. Detailed Expenses and Variations

Detailed Expenses lists every service delivered this month, one row each. It shows the cost, which budget paid for it, and how the cost was split between the government and the client.

Care management hours delivered in month shows the number of care management hours claimed for the client this month. It shows hours only, not a dollar amount. Jane Doe received 3.75 hours.

Column	What it shows
Date	The day the service was delivered.
Service	The service name. The words in brackets show which budget paid, for example (Home support ongoing) or (Home care account).
Units and Qty	How the service is measured (hours, item, meal, trip) and how many.
Unit cost	The price of one unit.
Cost	Qty × Unit cost.
Gov Pays	The part paid by government funding.
You Pay	The client contribution. Jane Doe pays $0.00.

Variations list corrections and missing charges from earlier statements:

Variations from past calendar months: corrections for services or items from earlier months.
Variations from past periods: corrections for services or items from earlier quarters.

6. Unspent Funds

Unspent funds are the part of a client’s budget not used in a funding period. This section shows how much has been carried forward and how much HCP money the client still holds. It appears only for HCP Transitional Levels 1–4 and Support at Home Classifications Levels 1–8.

Carry Over Funding From Past Periods is the unspent amount brought forward from the last quarter into this one. It is part of the opening balance in section 4A. The most a client can carry into the next quarter is $1,000 or 10% of their quarterly budget, whichever is higher. Jane Doe’s carry-over is $1,012.75, which is under her limit of $1,087.62 (10% of $10,876.24).

Unspent funds accrued is the total HCP Commonwealth unspent funds built up over time. It shows an opening balance (1 September) and a closing balance (30 September), each split into three parts:

Part	Who holds it
Unspent Govt Funds Held By Provider	Government money held by the provider.
Unspent funds held by Services Australia	Government money held by Services Australia.
Unspent client funds held by Provider	The client’s own unspent contributions, held by the provider.

Clients can use HCP Commonwealth unspent funds for Support at Home services once their quarterly budget is used up, or for assistive technology and home modifications.

7. Assistive Technology and Home Modifications (AT-HM)

The AT-HM section reports a budget that is separate from the quarterly Support at Home budget. If the client has an assistive technology budget, a home modifications budget, or both, each gets its own set of tables. Jane Doe has an assistive technology budget only.

Part	What it shows	Sample
Account summary	Statement period and funding period. AT-HM funding usually runs for 12 months, not a quarter.	Aug 2026 – Aug 2027
Primary Subsidy	The AT-HM funding tier.	$15,390.00 (Assistive Technology – High)
Spending from past month(s)	Spending in earlier months of the funding period.	−$1,250.00
Available budget	The opening balance for this statement period.	$14,140.00
Assistive technology delivered (including your contributions)	This month’s AT spending.	−$3,274.50
Remaining balance	The closing balance.	$10,865.50
Service Type Summary	Spending split into Equipment and products, Prescription, Wraparound services, Repairs and maintenance, and Administration costs.	$3,034.50 equipment, $240.00 prescription

Assistive technology detailed expense information lists each AT item or service.

8. For More Support (End Page)

The end page tells the client who to contact with questions. The provider’s details come first, followed by standard help lines.

Contact	What it is for
Provider contact number and email	Questions about the statement, or financial or hardship support. In the sample: 1800 642 315 and qualitycaresample@sample.com.
Aged Care Advocacy Line (OPAN), 1800 700 600	Free, independent advice from an aged care advocate.
Translating and Interpreting Service (TIS National), 131 450	Free help understanding the statement in other languages.
My Aged Care, 1800 200 422	Help at home or information about aged care homes.

What to check

The provider’s phone number and email are correct and current.

See Key Terms

Term	Meaning
Assistive technology (AT)	Equipment and products that help a client live safely and independently, such as mobility or self-care aids. Funded from a separate AT budget.
AT-HM	The Assistive Technology and Home Modifications scheme. It funds AT and home modifications separately from the quarterly Support at Home budget.
Available budget	The money available at the start of the statement period, after care management, past spending and carry-over are taken into account.
Care Management Allocation	The share of the quarterly budget kept for care management. It is taken off before services are paid.
Care management hours	The number of care management hours claimed for the client in the month. Shown as hours, not dollars.
Carry Over Funding From Past Periods	Unspent funds brought forward from the last quarter. Capped at $1,000 or 10% of the quarterly budget, whichever is higher. Estimated at first and finalised 60 days after the period ends.
Charges From Past Months	Amounts for services from earlier months that remain unpaid.
Charges From Past Periods	Amounts for services from earlier quarters that remain unpaid.
Client contribution	The part of a service’s cost the client pays. Shown in the You Pay column and billed on a separate invoice.
Committed for Balance of Period	A forecast of planned services still to come before the funding period ends. Not shown on every statement.
Finance/Billing Contact	The contact whose address is printed on the statement. If none is assigned, the client’s own address is used.
Funding period	The time the funding is available for. Quarterly for the Support at Home budget; usually 12 months for AT-HM.
Gov Pays	The part of a service’s cost paid by government funding.
HCP Commonwealth unspent funds	Unspent Home Care Package funds a client still holds. Usable once the quarterly budget runs out, or for AT and home modifications.
HCP Transitional	A Support at Home classification for clients who moved over from a Home Care Package (HCP). Levels 1–4.
Home modifications (HM)	Changes to a client’s home that help them stay safe and independent, such as grab rails or ramps.
My Aged Care ID	The client’s unique ID in the My Aged Care system.
Primary Subsidy	The main government funding for the quarter (or for the AT-HM funding period), set by the client’s level or tier.
Provider ID	The provider’s ID with the department. Comes from the organisation details in your system settings.
Quarterly budget	The Support at Home funding available for one quarter (three months).
Remaining balance	The money left at the end of the statement period.
Service Type Summary	Spending in the statement period grouped by type of service.
Spent in Period	The total spent in the funding period so far, including this statement period.
Statement period	The calendar month the statement covers.
Support at Home (SAH)	The Australian Government program that funds in-home aged care.
Unspent funds	The part of a budget not used in its funding period.
Variations	Corrections or missing charges for services from earlier months or quarters.
You Pay	See Client contribution.

For a sample statement, please download the file attached below.

This topic described the main sections of the SAH statement file, including client details, budget summaries, funding arrangements, unspent funds, and services breakdowns. For more information about SAH statements, contact the CareVision Support Team.