Support at Home Training Schedule

Support at Home Training Schedule

To ensure a smooth and successful transition to the Support at Home (SAH) program, CareVision is committed to providing you with the resources and support needed for the commencement of SAH on 1st November 2025.

As part of this initiative, CareVision has developed a training schedule to guide you through each step of the process. Training sessions will be held from 29th September 2025 to 13th October 2025.

We encourage you and your team to attend these sessions to help ensure you are well-equipped for a smooth transition and to minimise any impact on service delivery to clients.

Please review the schedule below for key dates and topics.

Support at Home Training Schedule
DateTimeDurationTopics
November Sessions
Nov 10, 202511:00 AM AEST1 hourContractors and 3rd Party Evidence
Nov 17, 20252:30 PM AEST1 hourPart 1: Finance, Balances, and Statements
Nov 24, 202512:30 PM AEST1.5 hoursPart 2: Finance, Balances, and Statements
Previous Sessions
Sep 29, 202511:00 AM AEST1 hourIntroductions & Training Overview
Sep 30, 20251:30 PM AEST2.5 hoursManaging Lead Clients and Client Intake
Client Quoting Workflows Draft and Open
Oct 1, 2025
10:00 AM AEST2.5 hoursClient Intake, Quoting, and Agreement
02:00 PM AEST2 hoursClient Day to Day
Oct 2, 2025
09:00 AM AEST45 minsDetailed Q&A and Recap of Client Intake Workflows
10:30 AM AEST1 hourScheduling and Rostering Best Practice
02:00 PM AEST1 hourService Delivery Mobile App - Train the Trainer Style
Oct 3, 2025
Multiple sessions
*(9 AM, 10 AM, 11 AM, 12 PM, 2 PM, 3 PM, 4 PM)
One on One Q&A Sessions with CareVision
*Note: Please indicate your 3 preferred times and who will be in attendance
Oct 6, 202510:00 AM AEDT
*TASMANIA ONLY		1 hourOne on One Q&A Sessions with CareVision
Oct 7, 2025
11:00 AM AEDT1.5 hoursCoordinating from the Mobile App
Case Management Time Tracking & Reporting
01:00 PM AEDT
1.5 hours
Client Re-Quoting Workflow for Upgrading and Funding Change
Oct 8, 2025
12:00 PM AEDT
1.5 hours
Tracking the Client Budget
03:00 PM AEDT2 hoursThe Billing and Claiming Workflow Overview
Oct 9, 202510:00 AM AEDT1.5 hoursService Review Workflows To Prep Billing & Claiming
Generate the Claim & Invoices Files
Submission of Claims
Oct 10, 202510:00 AM AEDT2 hoursReceipt of Payment Statement Summary & Upload
Reconciling the Payment Statement Summary & Claim
Finalize Invoices and Upload to Accounts
Import Account Debtor Balances
Generate & Send Statements
Oct 13, 2025
Multiple sessions
*(10 AM, 11 AM, 12 PM, 2 PM, 3 PM, 4 PM)
One on One Q&A Sessions with CareVision
*Note: Please indicate your 3 preferred times and who will be in attendance


Release Schedule

In preparation for the upcoming training, here is the release schedule outlining key system updates and activities:

Release Schedule

Date

Phase

Description

Week of September 22, 2025

Pre-Training Preparation & Migration

Introduction to Funding Source Advanced Mode & Funding Source Upgrades on Sandbox

  • Your team will be introduced to this new functionality and encouraged to try it out on Sandbox. Additionally a test migration of your data will occur this week to migrate your HCP Clients to SAH model.

Refresher on Care Management Time Tracking and Reporting

  • If you have not yet started using this, please check out the documentation and training materials below and start introducing this to your teams.

  • This week we encourage everyone to have this set up and in use to prepare your teams for the transition and provide your business with valuable data prior to the cutover.

References:

Support at Home Case Management & Billable Case Notes

How to Log Time for Aged Care Coordinators in the Web Portal

How to Log Time for Aged Care Coordinators on the Mobile App

Week of 6th of October 2025

Advanced Workflows Introduction

Introduction to Advanced Booking Details, Billing and Claiming Workflows on Sandbox

  • Your team will be introduced to the new functionality and workflows regarding advanced booking details, billing and claiming workflows and encouraged to try it out on Sandbox.

Introduction to New Quote Formats and Quoting Processes

  • Your team will be introduced to new functionality and workflows regarding the Quotes, new Quote Formats, and asked to try it out on Sandbox. 


Week of 13th October 2025Production Release of Advanced Funding Sources and ConfigurationsCore Capabilities for Funding, Funding Fees, Allocations, and Quoting and Client Funding for Advanced Funding Sources Released to Production

  1. To allow teams to finalise production set up of  funding source templates for support at home and finalise quote set up for clients  

Week of 20 October 2025

Reporting & Production Rollout

Introduction to Balance Action Boards, Enhanced Reporting and Dashboards

  • A range of new reports, dashboards and action boards to facilitate management and reporting under the SAH program will be introduced to your teams.

All Core Capabilities Available on Production

November 2025

Additional Capabilities & Enhancements

Additional Capabilities Roll Out

  • Funding Roll Over and Administrative Functions

  • Additional Print Formats and Statement Formats

  • API Interfaces with Services Australia

  • Enhanced Intake Workflows from the IAT

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