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.

Go To Support At Home > Claiming > Bulk Upload

Select +Upload new XML

Browse for your file or drag and drop for an upload

It will then display as an uploaded file;

You can now generate your SAH Statements.