Your Support At Home Statements contain all the data required to share with the your participant’s their monthly budget data, client contributions and any services delivered or expenses incurred during the period.

Before Generating statements checklist:

Please review and complete the steps below. If these actions are not taken, participant statements will be generated with missing or incorrect information. 

1️⃣ Finalise your claims  Complete all claiming in the Aged Care Provider Portal, then: 

• Download your Payment Statement XML file 

• Upload it into CareMaster

👉 Only claimed supports will appear in Participant Statements.  This ensures accurate subsidy and participant contribution amounts for the statement period. 

📘 Help guide:  https://support.caremaster.com.au/en-us/articles/payment-statement-upload-reconciliation-vNkhA44sHH 

 

2️⃣ Re-upload recent payment statements  If you have already uploaded payment data, please re-upload XML files for: 

• November / December  / January  / February 

This is required due to improvements to reconciliation and budget attribution. 

Upload via: Support at Home → Claiming → Bulk Upload 

 

3️⃣ Re-download older XML files (if applicable)  If your XML files were downloaded before 23 January, you must: 

• Re-download them from the Aged Care Provider Portal 

• Re-upload them to CareMaster 

Why?  Services Australia resolved an issue on 22 January where budget drawdown data was missing from XML files.  Files downloaded earlier do not contain the required information for accurate statements. 

Generating Statements

When you are ready to generate your Participant statements, go to Support At Home > Statements

Here you can access all of your prior Support At Home statements and create new statements.

On the Support At Home > Statements page and Select your Claim month and press the + Create Missing Statements button

This will generate all available and missing Statements for that month. Keep action this for additional required months.

⚠️Is the Statement Data up to date?

If the details / data changed since it was last generated i.e. logo, company details, participant details and changes to supports, you will need to Regenerate your statements to include the changes.

You can do this individually or in bulk by using the Select Single / Multiple / All button

Press:

• Regenerate Selected - Regenerates selected statements
• Regenerate All - Regenerates All +statements
• Email Selected - Emails selected statements
• Emails All statements

Actions

Select these individual actions to Preview Statement / Regenerate PDF Statement / Download PDF Statement or Email PDF Statement

Here is a Statement Preview:

Here is a Statement Email example:

This includes the generated PDF - Have a look at our example:

SAH-statement-SAMPLE-FILE-ONLY.pdf 95702

**If the file is unable to be generated or sent, it will display an error for you i.e.

Take the required action and re do your actions to proceed.

Here is quick video guide for you:

Understanding your Statement

We have met all reporting requirements as advised per Services Australia. Please visit this Services Australia page for a better understanding of the included statement information: https://www.health.gov.au/resources/publications/support-at-home-program-manual-a-guide-for-registered-providers

Generating statements more than 60 days after the close of last quarters home support budget

Our customers need to be aware of specific statement information when claiming outside the standard claiming period.

• The key issue is that 60 days after the end of a home support ongoing budget, any remaining balance is deducted from the budget (rounding out the balance to $0) and adding it as as a carry-over entitlement for the next quarter
• This means in opening balance in the statement and the available balance at the end of the quarter would show different figures depending on if the statement is generated before or after that carry-over entitlement action is completed by Services Australia
• Under normal circumstances they would be generating statements no later than 1 month after the end of a budget so you wouldn't really ever see this, but it will appear for some of our customers with their first generated Participant Statements

Here is a mock Statement outlining this statement activity: