Overview of Client Intake Workflow for SAH
This topic describes the data required for Support at Home (SAH) client intake and onboarding.
Keywords: sah intake, support at home, client onboarding, my aged care person id, billing contact, billing organisation, co-contribution, client identification
System Data Fields Specific to SAH
You must complete the following information in CareVision for SAH client intake and onboarding.
- Client Identification: full name, date of birth, current address
- My Aged Care (MAC) Reference Number
- Billing Contact: Person known to the client (e.g., family member) who receives main billing statements. This must be added to the client’s profile before selection.
- Billing Organisation Contact: External organization or third party (e.g., plan manager, power of attorney) that handles billing for the client or multiple clients.
- Billing Contact for Co-Contributions: Specific person (e.g., family member or representative) who receives invoices for the client’s co-contribution payments.
Related documentation: How to Add Billing Contacts to a Client Profile
For a general checklist for onboarding clients, see the Client Intake and Onboarding documentation.Related Articles
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