## Generate a HCP statement

To enable a Client to have HCP Statements generated against them, they need to first:

* Be marked as HCP Funded in their profile's Edit Funding Information section
  
   ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117135184/original/Y5ishUT4Jp0oKxAJ60BXUyBGOQn_OLFAzw.png?1692050103)
* Have a valid HCP Statements Start Date. This is the first date the Client's statements will begin on.
  
   ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117136624/original/Yt2EBXLgemAwYL95tRyJ2CLYA2TFeCZ3YA.png?1692050727)
* Have a valid Home Care Package Entry History item. Each item contains the Client's Home Care Package level, along with data on any selected supplements, fees, and charges, and the date the entry applies from. 

  
  Within the Participant Profile Funding Information is the option to View Package entry history;

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117137066/original/dh0MX6wTrI8SB4FF2ux8-uLXVCmNYNJHsA.png?1692050888)


*  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033541864/original/3_-AFoNJ32JWUu4xGbjrqFicEvhzABBhQQ.png?1638495458)

A Client's first HCP Statement will start on the date specified in their HCP funding section. Subsequent statements will use the end date of the most recent statement. 


Once you have made sure the client has this relevant information, you can click on Statements and select Preview next statement or Generate next statement. This will let you either preview the client's individual statement or generate the client's individual statement.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033544535/original/vTFJQPinILF1ME7DkUkkCC0Ln9w4UCHZQg.png?1638496502)

To generate statements for all clients, you can go to Participants → HCP Funding → Statements and click on Finalise Incomplete Month. A month is listed as incomplete if the current month is past that month and there are statements missing from that month. Months are finalised one at a time in order from earliest to latest.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117137425/original/UfPBMfbZxJSylzDtgsSpcR9avqejL3xW4Q.png?1692051043)


This will show the suggestions for the clients that will be included in the finalisation. Already finalised clients will not be shown in this preview.

For each statement suggestion you can click  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033543928/original/Yzxlm53hwwisDffMAboHxkcYGQuM6gf4Sg.png?1638496230) to be shown a preview of exactly how the statement is going to look when generated.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117137548/original/wkST0FMRoT8azhOlZB2-r64mdelVWKFAAg.png?1692051093)

When ready after viewing the preview you can click ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033544041/original/3cJDPiw1Y5Pqr55ZpVsTOsKp4k1HPuwjgQ.png?1638496285) to start the statement generation process. So you can keep doing other things, the statement generation occurs in the background. You will be notified with a notice at the top of the page when the process is complete. 


## Exited Participants Final HCP Statement

Once a participant has been marked as Exited, the words Final Statement will appear in the Preview when generating statements for the month in which that participant was exited. If the participant exited part way through the month, only those days up to the exit date will be included in the statement.

See example below
 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/712a2784-d2d7-4dc5-86a2-4a5f0a4554dd/aca3aca4-0fcb-43da-bd57-2e3d0b71da15/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3ZHD2ZITP%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T164535Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCICzx%2B1KEYayDwfOf4trhkQrnspeaMxywl%2FUsCUNuKe2JAiEA0IP%2BZYPqTYopuSD7CnrB6xBoQH%2BjQjfQAlBe2Zycf58q5gUIjf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDD8oG6vifNU0kUPBTSq6BdAqXijnqtr%2BBWQzX7vJcy1i3MuB1FNmed4to%2BDf4HcVT0oVsUHfYNaK5JaO8V1k%2BHKGORduDhYafHiBC7dNN6fRidQsnr%2BpXd1%2BCMy3K7RBeD8nvlvTaIUq6EYdHDsIVEGQpAu2yIKZeX6oVGIoa%2BRmIg2aZBmNO6zHOM5Gn8hsX%2BEM%2F63gHTD3MExEhkRIkIVRFj%2FfzUd7YB1p17LPmGM4EKIAPyyLoSgfRJ1eYHquk%2BPsu6STjJ5I8YSA2UQtsQDrmri30xDIo15ooycIxhbuDZz0GLtQ%2F%2FXnmXxmM3KsY1rKUe4D2aj7WCoKmywNVsQvS%2By4izPCKfgkmuAFF5LF9qcDxF89jraBchRkch5NGycIMBYi7jCi37q6rYjDFeM5nlfYqwpFYSvuX5oQg%2FXY%2BgdVK1JyUpO95WEJzo9egNf%2FsFDCmTU%2FFlYSweGy%2B6ebfWpZ9VAfpn7hq4mQF4r%2FTkBVhFnqWr7Xic2MNNKn0Ejj1fMqDU6j5eeadPWyTiRLWHAL1ZYDx9VcrtoNioJm6sC5%2BQ7OjxkZYABGUxp0p6I9Qdv2NV%2FSWEhjFLa%2FYepdu577WNBDvs6XY8%2FEhWviVjQM5qzlbwcnasxhrg%2FsdXqG7pti77JF2saL1aSmQ9qbQvm%2BBvVg%2BhzAwMsvQG6EqMWOMm5FXZjYn5ncMiArodfpjy4dZuJC0K6UuByDn1TUWjKtwxfc4CPrGdl%2B4Nlt7%2FZbx%2BigGlL1CVnexVoMx6TS5yNW4LDHaqYjYvkCH3WgGuroA6ct5wBW6rFwAiSqnjZ%2BVkVvxMH3N3%2BzxT4OKze%2FS7B6VcimQy%2FNMggBBKFJGCwK%2BRtvfUrRJ%2F9Iyv%2Beocl3tNwOa93682PL9ZWoagI3b8%2FXL7HKR5RPhg34NqAcyUBdYAU9sKg5Lvcfg7cUfemwNmuK4lsjMO7Q%2BM4GOpABxP%2BU6cQGS2J%2BpzCIZ4fqOvFWuiBTOEZWDVL7GS9YCe7JBKU1CC7%2BZ%2F%2F1MFP4wa%2Fk2Hu2evtcEa3w5LBuXUkzh5wSJzNaz9%2B4kIkjsYq018L9zI9GDtRS8Q8voxNzVq953RB5UpI4qZqYsHPa4eBMFDZzfUh2mwqKyVXBlEbWZUPsNldd4YetgN9EE9T%2FHU04&X-Amz-Signature=8fe797e945edd6e254756f830b09dedec60a738bc389cc1eb025d14b024808cf&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

| **PLEASE NOTE:****You shouldn't perform any other statement generation tasks until the job has finished processing.** \n**The notification is not automatic - it will be shown when you fresh the page after the job has finished processing.** |
|----|




How to generate a HCP statement for a client?

User Guide: Client App - Participant & Family Guide

User Guide: Client App - Provider Guide

Client App

User Guide: Worker App Guide for Workers

How to Clear App Cache & Data for Android?

User Guide: Worker App Guide for Admins

Why can I not see Participant documents on the Worker App?

Case Notes within the App

What is my app PIN?

Worker App

CareMaster Mobile Apps

CareMaster Data Export

How to Request CareMaster Training

How to send emails from a different email address?

How to request a CareMaster Software Update?

Understanding CareMaster Licences

Feature Request Form Update

How to Clear Google Chrome Browser Cache?

General

Step 1: NDIS Service Import

Step 2: CareMaster Configuration & Rostering

Xero Integration, Payroll & Invoicing

MYOB Integration, Payroll & Invoicing

KeyPay Integration, Payroll

Reckon Integration, Payroll & Invoicing

Step 3: Financial Integration

Step 4: NDIS Export Process (Registered NDIS Providers)

Advanced Rostering - SIL Houses (Optional)

Coordination of Support (Optional)

Guided Onboarding

Actions for CareMaster Aged-Care Providers Transitioning from Home Care Packages (HCP) to Support at Home (SaH)

Passwords reset and activation emails

Error - Support start time must be before end time

Updating a shift to overnight/active overnight

Why am I missing timesheets?

Why am I getting kicked out of CareMaster desktop?

Why are kilometers missing from a timesheet?

How to stop a service showing on the roster or being included in roster emailed to the participant.

Why does the support on the Worker app not allow me to add kilometers?

CSRF token mismatch

How to Contact the Customer Care Team for Support

Top Troubleshooting FAQ's

Company Message Centre

How to submit a feature request

Home Page

Logging In

How To Reset A Password?

Home

Alerts User Guide

How to hide certain alerts?

Alerts

What is the CHSP reporting process?

CHSP service List and Mandatory Reporting Required from 1 July 2025

How to check over reported DEX data? 

How to create a new client record from a My Aged Care client record snapshot?

CHSP Participant Guides

How to change what shows on the Participant List page?

Participant/Client Leave Requests

NDIS Splitting Participant funding into different Budgets

How to Send SMS/Email Reminders to Clients?

User Guide: Recording Medication Usage for Participants

User Guide: Bulk Assigning and Unassigning of Participants and Workers

How to create new Agencies

The Participant Profile User Guide

How to Manage Participant Funding Limits

Service Agreements

How to email a HCP statement to a client?

Understanding your HCP Statement

HCP Subsidy Increase 01.10.2025

How can I add HCP leave for a client?

Adding HCP Km's to a Support and a HCP Statement

How to add an adjustment to a generated HCP statement?

How to regenerate a HCP statement after adjustments?

User Guide: HCP Funded Participants Setup Guide

HCP Participant Guides

How to create a new participant or client

How to use case notes

Participants

Unassigned Supports - Coordinators and Vehicles rosters views

How to Email Rosters to Workers?

How to customise the Roster view

How to Email Rosters to Participant?

Service Organisation Roster view

Roster Page User Guide

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Using The Roster Optimiser - Single Support

Locations & Destinations

Worker Data Setup

Checklist

Roster Optimiser

How to resolve email authentication errors when emailing?

Roster

How to Create Worker Timesheets

What access does each user level have?

How to Send SMS/Email Notifications to Workers?

Working With Children Checks

Changes to Worker's Emails and Password Reset

How to deactivate user accounts 

User Guide: Staff/Volunteers

How do I add a new Worker?

How to change what shows on the Staff/Volunteers List page?

How to exit workers in CareMaster

Staff/Volunteers

How to Claim / Invoice Cancelled Services?

How to create Provider Travel supports to invoice participants and generate worker timesheets.

How to create Service Organisations

Grouped Supports

How to use 'Quick Save' on the Supports Page

Creating Therapy Supports with 50% Travel change.

Creating Supports for a different Time Zone

How to Use the Manage Button to Change Supports?

Creating and editing a Recurring Booking

How do I bill for NDIS transport?

How to restore a deleted support?

How To Limit Support Services to Approved Services Only

How do I Cancel a Support/Shift

Supports Menu User Guide

User Guide: How to create supports

User Guide: Provider Travel and Transport - Rostering Scenario Guide

User Guide: Supported Independent Living (SIL) Setup, Rostering and Claiming process

User Guide: Short Term Accommodation (STA) Setup, Rostering and Claiming process

Transaction List Export

How to advertise / broadcast available shifts to workers?

NDIS Non Face to Face Supports

Support Display - App Data Tab

Supports

Create SaH Supports including Wraparounds & Transport

Support at Home – Release Update 30th October

Participant Statements to be ready by end of February

Support At Home - Implementation Updates

Connect to PRODA and Register / Activate your Device

Syncing Services and Service Organisations

Creating additional Service Organisations & Services for SaH

Sync your Participants

Review the Participants Budget Dashboard

Understanding Programs, Budget Items & Funding Sources

Bulk Exporting for Services Australia for Invoicing & Claiming

Payment Statement Upload / Reconciliation

Upload the Claims file back into CareMaster

SAH Participant Statements

Invoicing for Xero, MYOB & Export Reports

Re-Activate your Device - Expires every 6 months

Support At Home (Aged Care)

Vehicles User Guide

Vehicles

Properties User Guide

Properties

Worker Summary Hours Report

What do the Staff/Volunteer reports show?

How do I change the fields on the worker list report?

Worker Reports

What do the voucher reports show?

Worker Run Sheet Report

Reporting User Guide

What do the property reports show?

What do the account reports show?

Custom Reports for Participants and Staff/Volunteers

What do the supports reports show?

Dashboard Reports - Where do the target figures come from?

Admin Reports

What do the Participant reports show?

Participant Reports

Reporting

User Guide: Documents

Documents

Custom Incident Forms

User Guide to Printing Incidents

Incidents User Guide

Incidents

News Items

CareMaster News

Voucher User Guide

Voucher

User Guide: How to Automatically provide workers access to clients for scheduled supports

How to hide unpublished rosters using Confirmed status

Settings Overview User Guide

What do the System Settings mean?

What do the worker app settings mean?

What do the client app settings mean?

Settings

What is a service statcode?

Admin Overview User Guide

Editing Service Organisation Details

Service Importing - NDIS Price Guide update

NDIS Claims uploads into CareMaster

Statistics User Guide

What do the access permission roles mean?

Child Services Award increase 01.03.2026

Aged Care and Child Services Award Rate Increase 01.01.2025

Aged Care Award Rate Increase 01.10.2025

SCHADS Award Rate Increase 01.07.2025

Award Updates - SCHADS and Child Services

Editing Company Details

External API Integration

DEX Integration

Employment Hero Integration

KeyPay Integration

MYOB Integration

Integrations

Administration

CareMaster

How to generate a HCP statement for a client?

Share

Share

How to generate a HCP statement for a client?

Share

Share