> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Support at Home dashboards

> Monitor Support at Home participant budgets and care management from the Participant and Organisation dashboards

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.

<Note>
  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](/finance/billing-to-sah) for details.
</Note>

## 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.

<Tip>
  Hover over the coloured cards for additional data insights.
</Tip>

### Understand the budget figures

| Field                         | What it shows                                                                                                                                                                                                                                   |
| ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Starting Balance**          | The approved budget for the current funding period (for example, 1 Jan–31 Mar 2026), pulled from the Services Australia API. Care management (10%) has already been deducted. Also visible on the client profile's SAH tab.                     |
| **Claimed Funds**             | Funds successfully claimed and paid. The claim has been lodged, the payment statement has been reconciled in Visualcare, and the claim status is **Paid**.                                                                                      |
| **Available Balance**         | Remaining budget from the Services Australia API (starting balance less claims). Also visible on the client profile's SAH tab.                                                                                                                  |
| **Planned Spend**             | Future rostered services not yet delivered. Once a shift occurs and is approved in **Timesheets > All Timesheets**, it moves from Planned Spend to Committed Funds. Use this to spot where a roster needs adjusting to avoid going over budget. |
| **Committed Funds**           | Services and expenses already delivered in the current period, but not yet claimed or paid.                                                                                                                                                     |
| **Estimated Remaining Funds** | Calculated as `Available Balance − Planned Spend − Committed Funds`.                                                                                                                                                                            |

<Warning>
  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.
</Warning>

### 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.

<Warning>
  Restrict Organisation Dashboard access to authorised users only, to protect participant data.
</Warning>

<Tip>
  Check budget utilisation regularly to catch overspending early, and export data frequently to keep records organised and accessible.
</Tip>

## Related articles

<CardGroup cols={2}>
  <Card title="Billing to SAH" icon="file-invoice-dollar" href="/finance/billing-to-sah">
    Submit claims and reconcile payments for Support at Home
  </Card>

  <Card title="SAH monthly statements" icon="file-lines" href="/client-management/sah-monthly-statements">
    Generate and send participant statements
  </Card>

  <Card title="SAH unspent funds" icon="piggy-bank" href="/client-management/sah-unspent-funds">
    How unspent funds display and roll over
  </Card>

  <Card title="SAH claiming troubleshooting" icon="circle-exclamation" href="/troubleshooting/sah-claiming-errors">
    Fix common Support at Home claiming errors
  </Card>
</CardGroup>