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:

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 

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.