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The Support at Home tab on a client profile shows the connection to the Services Australia API, the participant’s funding classification, and a real-time view of their SAH budget balances. Most of this information is read from Services Australia directly - you don’t enter it manually.

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Accessing the SAH tab

Open the client profile, then select the Support at Home tab from the navigation tabs at the top of the profile.
  1. Click on “+Link Participant”
  2. Enter the Care recipient ID
  3. Click check Participant
  4. Visualcare will check the name and DOB and advise if you have any discrepancies from VC profile to the information coming through the API. Click cancel if you wish to correct the name and DOB and link again. If you do not wish to correct details, click “Confirm”
  5. If all Credentials map correctly, you will get a successful modal, click “Confirm”
Approved Funding will display and a successful connection status will be displayed
Link the participant to the API before rostering or adding any expenses. Services entered beforehand won’t flow through to claiming

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What’s on the SAH tab

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API connection status

The top-left area shows whether the client profile is connected to the Services Australia API. A connected profile pulls funding and classification data directly from the Aged Care Portal. If the connection is not active, budget data won’t update automatically.

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Participant information

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Funding table

The funding table shows the participant’s current budget allocations. Each row represents a funding type. To refresh the budget data, open the SAH tab. The system pulls the latest figures from the API at this point.
Budget figures reflect the last time the data was pulled from Services Australia. Refresh the tab regularly when working with participants who have high expenditure or are approaching their budget limit.

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Agreements and funding types

Use this section to link each SAH agreement to its corresponding funding type. This is what tells Visualcare which budget a claim draws from when you submit services for a participant.

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Frequently asked questions

A Registered Supporter is a contact type specific to SAH. To add one:
  1. Go to Maintenance → Contact Type and create a contact type named “Registered Supporter (SAH)” if it doesn’t already exist
  2. Open the client profile → Contacts tab
  3. Add a new contact or edit an existing one
  4. Select the “Registered Supporter (SAH)” contact type
The Registered Supporter then appears on the participant’s contacts list.
Provider Held Funds are not managed within Visualcare. These are handled outside the system in line with government guidance. Refer to the Services Australia provider documentation for the current requirements.
Until the classification level field is updated to reflect the new SAH levels, use the customisable drop-down fields on the client profile to record classification information. These fields - Client Type, Area, Division, Agreement Area, and Groups - can be configured in Maintenance to hold the values your organisation needs.

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Running into issues?

See SAH claiming troubleshooting for common errors and fixes.

Creating a client profile

Set up a new client profile from scratch

SAH agreements

Create and manage Support at Home agreements and link them to funding types

SAH financials

Manage HCP and SAH budgets and financial exports

Billing to SAH

Submit claims and reconcile payments with Services Australia