Support at Home Claiming via The Funding Exchange

Step 1 – Navigate to Funding Exchange

1. Go to Finance & Payroll

2. Select Funding Exchange

    

   

Selecting the Correct Funding Stream

Step 2 – Change Funding Stream

Use the Funding Stream dropdown and select SAH (Support at Home).

This ensures the correct CSV format is generated for Aged Care instead of NDIS.

Setting Claim Filters

Step 3 – Choose the Claim Period

Set the date range by:

• Entering dates manually, or

• Using the Claim Period dropdown (fortnight/week)

Step 4 – Apply Optional Filters

You can narrow results by:

• Client

• Form

• Service item codes

• Categories

• Areas or regions

Click Find Claims.

Reviewing Claim Results

After searching, you’ll see:

• Number of items being claimed

• Estimated revenue

• Cancelled entries (if any)

  

Travel Items

Travel may appear, but Support at Home exports do not include travel. These can be ignored.

Reviewing Individual Services

Each claim line shows:

• Service delivered

• Delivery date

• Quantity

• Unit amount

• Total line value

Step 5 – Expand Claim Details

Click Toggle Items to see full details for a service.
Use the top-right Toggle Items button to expand all.

Exporting Claims

Step 6 – Click Export Accepted Claims

You’ll be prompted to enter a Claim Reference.

Tip: Use a naming pattern that separates Support at Home claims from NDIS claims.

Click Export Claims.

FlowLogic will generate a CSV file containing all claimable items.

Uploading to the Aged Care Portal

Upload the generated CSV file into the Aged Care provider portal.

After submission:

• A new entry appears in the Claim Requests list

• Shows:

  • Funding stream

  • Reference name

  • Total value

  • Submission status

Updating Claim Statuses

Currently:

• Support at Home remittance files cannot be uploaded automatically

• Statuses must be updated manually

Step 7 – Review Exported Batch 

Click Review next to the batch to update claim statuses.

For bulk updates, contact the FlowLogic support team.

Outcome

You now understand how to:

✔ Switch to the Support at Home funding stream
✔ Filter and review claimable items
✔ Ignore non-relevant travel entries
✔ Export claims as a CSV file
✔ Upload claims to the Aged Care portal
✔ Track and manually update claim statuses

This completes the Support at Home claiming process within FlowLogic