Key Sections of the SAH Statements File

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.

Key Sections of the SAH Statements File

Client Details Section

Client Details Section

  • Contains the client’s name, client’s address (See Note below), and My Aged Care ID (department ID).

  • Also includes the Provider’s ID and location, as specified in the organization details within the general configuration settings.

  • The layout is formatted for a windowed envelope, so address details align with the envelope window.


Note:

The address that appears on the statement is based on your Billing Settings configuration.

Please navigate to Settings > General Config and locate the Billing Options field. This can be set to either:

  • Billing Contacts on Client Profile and Contacts Only, or

  • Billing Contacts on Funding Sources

Depending on which option your organisation selects, the system will use the address of the contact assigned as the Finance/Billing Contact for the client.

If no Billing Contact is assigned, the system will default to using the client’s own contact details for the statement address.

For more information, see How to Add Billing Contacts to a Client Profile

Financial Summary

Financial Summary 

  1. Shows a summary of the client’s budgets (Example: Budget for general services, assistive technology, home modifications).
  2. Only budgets relevant to the client appear in the table.

  1. Spent in Period: The total amount spent within the funding period to date, including amounts spent during this statement period.
  2. Committed for Balance of Period: The committed balance through the end of the period, which includes a forecast for the remaining planned services. (Note: This value will be added in a second stage.)
  3. Balance of Funds for Period: The amount expected to remain after deducting both the “Spent in Period” and “Committed for Balance of Period” amounts.
Explanatory Notes

Explanatory Notes

  1. Standard text provided by the department.

Support at Home Ongoing Budget

 A. Support at Home Budget

The section shows information about Home Care Package Transitional Levels 1–4 or Support at Home Classifications Levels 1–8 type of funding.

Notes
Note: This section of the statement does not include items such as the assistive technology budget or home modifications budget. These will appear later in the document if they apply to the client’s plan.


  1. Statement Period: The specific dates that the statement covers.
  2. Funding Period: The timeframe during which funding is available or active for the client.
  3. Support at Home Budget: This shows the total amount available for the quarter from the primary subsidy.
  4. Care Management Allocation: This displays the amount allocated for care management, which is deducted from the total budget for the quarter.
  5. Add Supplements (if applicable): Any additional supplements that apply will be listed here, each with its value shown separately.
  6. Support at Home Unspent Funds - Transition from HCP: This shows the total amount of unspent Home Care Package funds, made up of three different types of unspent funds.
  7. Spending From Past Month(s) in the Same Quarter: This shows spending from previous months within the current quarter. For example, in a November statement (the first month of the quarter), this field will be empty. In a December statement, you will see values here for spending from the earlier months of the quarter.
  8. Carry Over Funding From Past Periods (Estimated Based on Closing Balance): This displays an estimated amount of funding carried over from past periods, which is finalized 60 days after the period ends.
  9. Available Budget on [1 November 2025]: This shows the budget available at the beginning of the statement period.

 B. Quarterly Budget Balance 

  1. Services Delivered (Including Your Contributions): The total amount for all services provided during the period.
  2. Charges From Past Months: Amounts due for services provided in previous months that remain unpaid.
  3. Charges From Past Periods: Amounts due for services provided in previous periods that remain unpaid.
  4. Remaining Balance as of [30 November 2025]: The total remaining balance as of the end of the period.

C. Service Type Summary

  1.  Service Type Summary shows the total amount spent on each type of service during the period.
  2. Remaining Support at Home Quarterly Balance: The total SAH funds remaining at the end of the period.

Notes
Note: Both the Service Type Summary and the Quarterly Balance sections use the same opening and closing balances.



Detailed Expenses
Detailed Expenses

This section provides a table listing each service provided during the month, showing the cost of each service and indicating which budget the expense was drawn from (for example, the Home Support Ongoing Budget or the Commonwealth Unspent Funds Budget). This section also includes any government payments and client contributions toward these services.

Care Management Hours Delivered in Month
The total number of care management hours provided to the client during the month. This field only shows the number of hours delivered, not the dollar amount. The hours are based on what was claimed for care management for the client in that month.

Variations

Variations From Past Calendar Months:
This section lists any corrections or missing charges for services or items from previous calendar months.

Variations From Past Periods:
This section lists any corrections or missing charges for services or items from previous quarters.


Unspent Funds

Unspent Funds 

This section refers to the portion of a client’s allocated budget that has not been used during a specific period. These are funds remaining after all eligible expenses have been deducted for the statement period. They represent the balance available for future use, subject to rules about carryover.

This section only appears for Home Care Package Transitional Levels 1–4 or Support at Home Classifications Levels 1–8 type of funding.

Carry Over Funding From Past Periods

This is the amount of unspent funds that has been brought forward from a previous reporting period into the current statement period. This amount forms part of the opening balance for the current period and reflects funds that were not used previously but are still available to the client.

Unspent Funds Accrued

Unspent funds accrued is the total amount of unspent funds that has accumulated over time. This includes both the carryover from previous periods and any additional unspent funds from the current period.

This section is only displayed if any of the following values are set in the client’s Advanced funding source:
  1. Unspent Client Funds Held by Provider
  2. Unspent Govt Held Funds by Provider
  3. Unspent Funds Held by Services Australia

Notes
Note: The Detailed Expenses section should show deductions from the correct portion of the unspent funds, reflecting accurate budget tracking.

AT-HM
The Assistive Technology and Home Modifications (AT-HM) section in client statements provides a detailed overview of funding related to assistive technology and home modification budgets.

If the client has an AT-HM budget, a similar table will appear in the document for each, showing:
  1. Opening balances
  2. Amount spent
  3. Other relevant details
  4. A detailed breakdown for that specific type of funding

End Page
The end page of the statement provides support information, such as the organization’s contact number and email address. This page may also include standard information so clients know how to reach support if they have questions or need help with their statement.

 

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.

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