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

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.

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.

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

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.

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.

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.