This article provides an introduction to home care package (HCP) funding in Lumary.
To use home care package (HCP) functionality, HCP features must be activated in your production environment.
Lumary's HCP functionality provides a set of tools that help community aged care providers:
- monitor and manage HCP budgets
- capture and track assessments
- identify client goals
- plan and manage care and services, and
- keep track of incoming and outgoing payments.
To help get you started, let's take a look at some of the key areas of the system that help support HCP functionality:
- client contact record
- processes
- goal achievement and care plan
- budget
- service agreement, and
- journal.
Client contact record
Information about your active clients will be stored on their client contact record. When you're searching for information about a specific client, this will usually be the place you'll start. From here, you can access most of the features and functionality described in this introduction. The main tabs you'll use to manage HCP funding are Plans and Contracts.
You'll need to make sure your client is set up with the Aged Care client type to be able to access HCP functionality from their record. Find out more about how to prepare a client for HCP funding.
Processes
Some of the processes that you'll use to manage your client's data are long and can involve multiple contributors. To help guide you through, we've included several processes on the client's contact record. For example, the Onboarding Home Care Package Client process includes a pathway that guides you through each of the major steps of onboarding an HCP funded client, from preparation and assessment to generating a care plan and activating their service agreement.
There's also a process for discharging a home care package client, which guides you through the steps required to generate a closing or transfer statement.
Find out more about onboarding an HCP client and discharging an HCP client.
Goal achievement and care plan
The Goal Achievement Plan record is used to store information about your client's goals and outcomes. It is also used to add the planned services that will help your client meet their goals. Once this record is populated, you'll be able to generate a care plan PDF.
The best way to populate the goal achievement and care plan is by working through the Goals, Budget and Plan steps during the onboarding process. This will help to make sure all of the relevant goal, service and budget records are linked so that you can generate the care plan and service agreement.
Find out more about adding goals and outcomes during HCP client onboarding.
Budget
The budget is where you can add and monitor the subsidies, supplements and fees associated with the client's home care package. It's also one of the ways you can monitor things that impact the budget, like client leave.
The best way to set up a client's budget is by working your way through the Budget step during the onboarding process. This will ensure that the home care package budget is linked to the client's service agreement.
Find out more about setting up a client's budget during HCP client onboarding.
Find out how to record leave for an HCP funded client.
Service agreement
The service agreement is where you can keep track of the services you've planned to provide to your client. Under the Line Items tab, you can see a list of the planned services. You can also link through to the client's budget.
The best way to populate and generate a service agreement is by working your way through the onboarding process. This will ensure that all of the relevant service and budget records are linked to the agreement. At the Review step, you'll be able to generate a copy of the agreement to provide to your client for approval.
Find out more about finalising a service agreement during HCP client onboarding.
Journal
The journal is used to keep track of any incoming fees associated with a client's home care package or other contributions, as well as expenses incurred by the delivery of planned services and other charges. Most of the entries are made by automated processes that are scheduled to run during off-peak times to avoid affecting your system's performance. However, adjustments can be made by creating entries manually.
Find out how to create a manual journal entry.
