Support at Home Funding Allocations and Repeating Records (Quarterly Budgets)

PostedJanuary 27, 2026

UpdatedJanuary 28, 2026

ByJayson Heathcote

Creating a Support at Home Allocation

Step 1 – Open the Client Record

Go to Clients/ Participants from the left-hand menu
Select your Client / Participant
Open the Support at Home / Aged Care tab

If this tab isn’t visible, contact the FlowLogic team to have it enabled.

Step 2 – Add a New Allocation

Click Add New in the top-right corner of the Support at Home Allocation form.

Step 3 – Enter Allocation Details

Label
Give the allocation a clear name (e.g., Quarterly Allocation). This appears in rostering and claiming.

Start & End Dates

Choose the correct funding period
End date should align with the end of the quarter
After saving, FlowLogic calculates the number of days and the daily funding accrual

✔ Double-check dates to avoid reporting and utilisation issues later

Step 4 – Select Classification & Funding Adjustments

Choose the Support at Home classification level
Enter any adjustments (over/undercharges)
MSO Percentage (If Applicable)

Step 5 – Add Supplements

If eligible, type Yes into relevant supplement fields.
Supplements are automatically added to the funding total.

Step 6 – Review the Funding Summary

This section updates after saving and shows:

Total budget
Care management amount
Rollover totals
Supplements

Step 7 – Add Support Categories

Click Add
Open the Categories tab
Select all relevant support categories

⚠ These categories determine what services can be rostered and claimed.

Client Contribution %
Enter the client’s contribution percentage (e.g., 10%).
FlowLogic uses this to split invoices automatically.

Step 8 – Confirm Claiming Settings

Claim via Funding Exchange → Leave ticked
Funding Administrator → Should be Funding Body
Administrator Name → Usually Aged Care or Support at Home

If missing, add it under Funding Administrator in the main menu.

Step 9 – Final Check & Save

Review:

Dates
Classification
Supplements
Categories
Contribution %

Click Save and Close.

Your allocation is now ready for rostering, claiming, and billing.

Setting the Allocation to Repeat Quarterly

These allocations should use Repeating Records to repeat quarterly:

✅ Support at Home Allocation
✅ HCP Unspent Funds Allocation (where applicable)

Quarterly repetition checklist

Frequency set to quarterly
Start date aligns to your quarter boundaries (should be set as the start of the next quarter)
Fields where data remains unchanged are copied; these generally include, but are not limited to:
- For the Support at Home Allocation, these are:
  - Label
  - Classification Level
  - MSO Percentage
  - Enteral Feeding – Bolus
  - Enteral Feeding – Non-Bolus
  - Oxygen
  - Veterans
  - Dementia/Cognition*
  - MMM Viability*
  - Aria Viability*
  - Supports (These are the selected categories)
  - Claim Via Funding Exchange
  - Funding Administrator
  - Funding Administrator Name
- For the HCP Unspent Funds Allocation, these are:
  - Label*
  - Supports
  - Claim Via Funding Exchange
  - Funding Administrator
  - Funding Administrator Name

*These fields are only applicable to some providers

Note – Please request access to this feature from FlowLogic’s Customer Success team

Step 1 – Open Repeating Options

Click the dropdown arrow beside the allocation → Create Repeating Record

Step 2 – Choose Fields to Copy

Select fields to carry into future quarters. The lists above will help you decide on which fields need to be copied over for the specific allocation being selected.

Examples of these are:

Allocation label
Classification level
Supplements
Support categories
Funding administrator

This avoids re-entering data every quarter.

Step 3 – Set Repeating Details

Start Date: First day of next quarter
Start Time: Usually leave as default (SAH allocation time needs to be earlier than the HCP unspent funds allocation)
Time Zone: Confirm correct
Repeat: Select Quarterly
End Date: Choose Never

Click Save

FlowLogic will now automatically generate a new allocation every quarter.

Updating an Allocation Mid-Quarter

If the client’s funding or classification changes:

Step 1 – Edit the Current Allocation

Open the allocation and update:

Start date = date change takes effect
Classification level (and any new adjustments/unspent funds)
Category Percentage (new percentage)

Step 2 – Save as a New Allocation

Click Save as New
(This may require admin permissions.)

This creates a new allocation without re-entering all details.

Step 3 – Manually End the Old Allocation

FlowLogic will not do this automatically.

Open the old allocation
Set the end date to the day before the new allocation starts

Example:
New allocation starts 2 Dec → Old allocation ends 1 Dec

✔ Prevents funding overlaps
✔ Ensures accurate reporting

Step 4 – Continue Normal Processing

You can now safely:

Roster services
Enter claims
Process invoices

How Repeating Works After an Update

The repeating series will now use the most recent allocation as the template for future quarters.

You do not need to rebuild the repeating setup — FlowLogic automatically carries the latest funding and classification forward.

Outcome

You now know how to:

✔ Create a Support at Home allocation
✔ Configure it to repeat quarterly
✔ Update allocations mid-cycle without breaking the repeating series

Your allocations will stay accurate, compliant, and ready for claiming and billing.