Accessing the Statements Report 

Step 1 – Go to Reports 

1. Open the left-hand menu

2. Select Reports
   
   You must have report permissions to see this section

Step 2 – Choose the Aged Care Client Report

Look for a client-facing aged care report
Example name: Support at Home

Tip: You can create a dedicated report that focuses specifically on Support at Home funding allocations for statements.

Run the report in a new view.

Opening the Statements Area 

Step 3 – Show Word Documents 

Scroll to the bottom of the report and click Show Word Documents.

This opens the document management screen, where you can:

• Create new statements

• View existing statements

• Export or share statements

Creating Monthly Statements (1:20)

Step 4 – Click Create Documents 

Select Create Documents in the top right.

Step 5 – Choose Your Statement Template 

Select the correct template (e.g., Support at Home Monthly Statement).
Templates are managed in the Word Template Editor.

Click Next.

Step 6 – Select Clients 

Choose who to generate statements for:

• Select individual clients

• Use Select All

• Use the search bar

Click Export Templates.

Step 7 – Statement Appears in List 

A new statement will appear showing:

• Client name

• File name with generation date

• Template used

• Creation date

• Open and Share buttons

Part 4 – Understanding Reporting Periods 

Each time you run statements, FlowLogic automatically uses the previous month’s data.

Example:
Run in December → Statement covers November

To run for another month, use filters to lock the report to a specific period.

Part 5 – Reviewing the Statement 

Step 8 – Open the Statement 

Click Open to view the Word document.

Because it’s a Word file, you can:

• Adjust formatting

• Make minor edits before sending

If you’re making the same edits every time, update the Word Template instead.

Part 6 – What Information Appears on the Statement 

Statements may vary by template, but typically include:

• Support at Home account summary

• Quarterly budget

• Accrued and carried-forward funds

• Unspent Home Care Package amounts (if applicable)

• Spending from previous months in the quarter

• Available budget at start of month

• Remaining budget at end of month

• Services delivered during the period

• Variations from previous months

All figures are pulled from:
✔ Support at Home allocations
✔ Rostered shifts
✔ Funding claim forms

Part 7 – Expense Breakdown 

Scrolling further shows:

• Detailed list of services delivered

• Client contribution amounts

• Government subsidy amounts

Adjustments or refunds appear near the bottom if applicable.

Part 8 – Sharing Statements (5:50)

Individual Sending 

Click Share beside a statement to email it directly to the client.

The client must have an email address recorded in their profile.

Bulk Sending 

Select multiple statements → Click Share at the bottom of the screen.

Part 9 – Managing Statements 

You can:

• Use filters (top right) to find statements by client or template

• Clear and reapply filters anytime

• Delete incorrect statements and rerun them

• Increase the number of visible records to find statements faster

Outcome

You now know how to:

✔ Access the Support at Home statements report
✔ Generate monthly statements
✔ Understand how data is calculated
✔ Edit statements before sending
✔ Send statements individually or in bulk
✔ Manage and filter existing statements

Your client statements will now be accurate, professional, and easy to distribute.

Statements Setup (Word Template-Based)

Statements are produced using Word Templates that can be customised to match your organisation’s branding and terminology.

Word template customisation

You can customise statement templates with:

• Business logo

• Your preferred terminology (labels, headings, allocation names)

• Your own styles, formatting and layout (fonts, spacing, sections, tables)

Minimum statement requirements

Statements should clearly show:

• Client Details (Name, Address, ID)

• Opening balances by allocation

• Closing balances by allocation

• Charges/claims for the period

• Care Management units

• Adjustments (refunds/corrections)

Statement checklist

• Shows Support at Home Allocation quarterly balances clearly

• Separately shows Home Modifications and Assistive Technology (if applicable)

• Shows HCP Unspent Funds Allocation balance (if applicable)

• Includes Care Management time billed

• Includes Support at Home Funding claims (third-party + internal ad-hoc)

• Displays Adjustments relating to each allocation