Skip to main content
The Support at Home dashboards give providers and care partners visibility over ongoing participant budgets and care management delivery. There are two views:
  • Participant Dashboard — individual budget tracking on the client profile.
  • Organisation Dashboard — oversight across all Support at Home participants.
Run a budget refresh before reviewing figures. This pulls the latest balances from the Services Australia API. Refresh from Client Profile > SAH tab — see Billing to SAH for details.

​
Participant Dashboard

​
Access the dashboard

  1. Open the client profile.
  2. Open the Support at Home Dashboard tab.
  3. Click View Details to see the current quarter’s budget.
Hover over the coloured cards for additional data insights.

​
Understand the budget figures

If a claim is in Draft or Submitted status (lodged with Services Australia but not yet reconciled), Estimated Remaining Funds may look off. The API shows a reduced available balance, but committed funds haven’t moved to Claimed yet.Fully close off claims (including reconciliation) and run a budget refresh before reviewing budgets, so the latest API figures come through.

​
Export data

Use the export function on the Participant Dashboard to download budget data as a CSV for further analysis.

​
Organisation Dashboard

​
Access the dashboard

Go to Reporting > Support at Home Organisation Dashboard to monitor participant budgets across your entire organisation.

​
Identify budget risks

The dashboard flags two risk categories:
  • Over Budget — the participant is projected to exceed their budget by the end of the quarter, based on what’s rostered and claimed.
  • At Risk — the participant’s estimated remaining balance is at 10% or less of their starting funds.
Click a flagged participant to open their profile and adjust their roster as needed.

​
Monitor care management time

Review the care management section to see total time spent across all participants, and identify anyone who hasn’t received their required minimum care management hours.
Restrict Organisation Dashboard access to authorised users only, to protect participant data.
Check budget utilisation regularly to catch overspending early, and export data frequently to keep records organised and accessible.

Billing to SAH

Submit claims and reconcile payments for Support at Home

SAH monthly statements

Generate and send participant statements

SAH unspent funds

How unspent funds display and roll over

SAH claiming troubleshooting

Fix common Support at Home claiming errors