Support At Home - Template Config Workbook - Updated 2025-10-13
Support At Home - Template Config Workbook
Update: Attached the config workbook as an excel file here as some reports of technical issues with downloading.
The Config Workbook is an Excel document we use during implementations to plan out and stage your organizations specific configurations. It is a tool that helps us plan effectively before making changes to the live system. Each tab of the workbook represents a key area of configuration.
We have prepared a template configuration workbook that will be published on the knowledgebase here at any moment. Follow this page for updates. This document contains the proposed standard configurations for support at home and CHSP organizations. It is subject to updates regularly over the coming weeks, however it currently contains details regarding the critical path items of Funding, Service, Billing Categories, Line Items, Fees and Treatments.
The workbook has colour coded tabs, the purple colour tabs are nearing completion and part of what you should be working on at this stage of your planning. As we finalise each tab the colour will be changed to green. We are providing you with early access to this document to assist you with your planning, but it is subject to changes to please check back with us as your planning progresses.
Access the live template document here and follow this page to get updates when new versions are released.
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