Accessing the Claim Form

Step 1 – Open the Client Profile

Go to the client you need to submit a claim for.

Step 2 – Navigate to the SAH or Aged Care Tab

Select the Aged Care / Support at Home tab from the menu.

If the Support at Home Funding Claim form is not visible, contact FlowLogic to have it added.

Creating a New Claim

Step 3 – Click Add New

This opens a blank funding claim form.

Step 4 – Enter Claim Dates

Add:

• Start Date

• End Date

  

Usually, these will be the same day, but the end date allows for multi-day or subscription services.

Step 5 – Enter the Provider

Add the organisation or business that delivered the service.
Example: Jim’s Mowing

Step 6 – Set the Service Status

Choose whether the service is:

• Committed, or

• Delivered (most common)

Step 7 – Confirm Claim via Funding Exchange

Leave Claim via Funding Exchange ticked.
This ensures the claim flows through the aged care claiming process.

Optional: Upload an invoice for record keeping.

Adding Support Details

Step 8 – Select the Support Type

Click the service item list and choose the appropriate support Service Item.
Example: Gardening

Step 9 – Confirm Delivery Date

Adjust only if different from the start date.

Step 10 – Enter Quantity

Enter the amount of support delivered.
Example: 1 hour

If there is an additional charge (e.g., 10% admin fee), this needs to be included in the price instead of the quantity.

Step 11 – Enter Unit Amount

Add the cost per unit of service.

Other Fields

Other fields, such as prescribed items or purchase methods.
Prescribed for Home Modification and Assistive Technology Service Items
Purchase Method for Assistive Technology
First Time Usage for Home Modifications – When using SERV-0067,  you must specify whether the home modification installed is the first time it has been installed for that client.  

Saving the Claim

Step 12 – Save and Close

Your claim will now appear in the list inside the client’s aged care tab.

Checking the Allocation Impact

If you open the client’s quarterly allocation, you’ll now see:

• The new service is listed under Completed

• The exact claimed amount

This confirms the client’s funding balance has been reduced correctly.

Outcome

You now know how to:

✔ Create manual Support at Home claims
✔ Record non-rostered services
✔ Attach invoices for tracking
✔ Ensure claims reduce the client’s allocation correctly

This form works alongside allocations, rostering, and invoice exports to keep your aged care claiming accurate and complete.