---
title: Care Recipients
description: care recipients
---
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1. [Knowledge Base](https://wiki.quickclaim.io/knowledge?hsLang=en)
2. [Support at Home](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en)
3. [Care Recipients](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#care-recipients)
# Care Recipients
## This section allows you to view, add, import, or opt-in care recipients.
#### **Overview**
The Care Recipients section in the Support at Home module displays all individuals (Care Recipients) receiving aged care services. In this section, you can manage and synchronise all demographic and service-related information for the individuals you support. It integrates data directly from Services Australia while also allowing you to enrich records with your own internal client data.
#### **Support Levels**
Care recipients are assigned a **Support Level** (from **Level 1 to Level 8**) based on their assessed needs.
- **Level 1** represents basic support needs.
- **Level 8** represents higher or complex care needs.
- An additional **Palliative Care** level exists for recipients requiring end-of-life support.
#### **Funding and Budgets**
- Each care recipient has an allocated **budget** that determines the total funding available for their supports.
- Budget is allocated at **group level,** such as:
- **Home Support**
- **Assistive Technology**
- **Home Modifications**
- Within these groups are **item-level codes (SERV 1–68)** that define the specific type of service being delivered.
- Budgets are managed on a **quarterly basis**, allowing providers to track usage, available funds, and claim history.
#### **Service Provider Linkage**
Each care recipient is linked to the specific service provider (branch) from which they receive services.
#### **Approved Services & Contributions**
The system fetches details on approved services, classifications, start/end dates, and the care recipient's contribution percentage for various service types. This percentage indicates the portion the care recipient is expected to pay themselves for a service.
---
#### **Care Recipient Details**
Each care recipient record contains the following fields:
| Field | Description |
| --- | --- |
| **First Name / Middle Name / Last Name** | The care recipient’s full legal name. |
| **Care Recipient ID** | A unique identifier assigned by the system. |
| **Gender** | Required field for Services Australia API submissions. |
| **Birth Date (DD-MM-YYYY)** | Date of birth of the care recipient. |
| **My Aged Care Gateway ID** | The identifier from the My Aged Care Gateway system. |
| **SPARC ID** | A unique reference used in Services Australia integrations. |
| **Category X / Category Y** | Custom classification fields used for reporting or segmentation. |
| **Service Provider ID** | Identifier of the provider organisation responsible for the recipient’s services. |
| **Active Status** | Indicates whether the care recipient is currently active in the program. |
| **Invoice Recipient (Company)** | The organisation or entity that receives invoices for this recipient’s services. |
| **User Fields** | Custom user-defined fields for additional data capture. |
---
#### **Care Recipient Data Synchronisation**
After the connection is successfully established with Services Australia, quickclaim extracts the Care Recipient information directly via API.
1\. The care recipient data syncs periodically (approximately every six hours) or can be manually triggered.
2.The data can be manually synced in real time by clicking on the "Sync" Button. quickclaim uses the Support at Home Care Recipient ID for syncing.
---
#### **Importing Care Recipients**
**You can import your own client data (e.g., client IDs from your CRM) to enrich the information provided by Services Australia.** In order to enrich the care recipient data, you can use the "Import" functionality in quickclaim.
- **User Fields:** Utilize user-defined fields to store additional client attributes not provided by Services Australia (e.g., supervisor, HCP status, address).
To import multiple care recipients at once:
1. Click **Import Data** at the top of the page.
2. A modal window will appear — click **Download Sample File** to download a sample Excel template.
3. Fill in the care recipient details in the downloaded file. For detailed information on how to edit the sample file:[https://wiki.quickclaim.io/knowledge/how-to-enrich-care-recipient-data-with-excel](https://wiki.quickclaim.io/knowledge/how-to-enrich-care-recipient-data-with-excel?hsLang=en)
4. Upload the completed file back into the modal.
5. Click **Upload** to import all care recipients in bulk.
Once uploaded, all imported records will appear in the **Care Recipients** list.
---
#### **Adding Care Recipients Manually**
You can also add individual care recipients directly through the user interface:
1. Click the **Add** button.
2. Complete the required fields (e.g., First Name, Last Name, Gender, Birth Date, etc.).
3. Click **Add Care Recipient** to confirm and save the record.
---
#### **Opting In New Care Recipients**
If you need to register a new care recipient in the Support at Home program:
1. Click **Opt In** at the top-right of the page.
2. Fill in the following information:
- **First Name**
- **Last Name**
- **Care Recipient #**
- **Gender**
- **Birth Date (DD-MM-YYYY)**
- **Entry Date (DD-MM-YYYY)**
- **Entry Category**
- **Service Provider**
3. Click **Opt In** to confirm the registration.
This action adds the care recipient to your Support at Home list and registers them within the system for ongoing service and claim management.
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