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Set up service agreements

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This section explains how to set up and edit the different types of service agreements, add categories and service line items, and make changes and roll agreements over.

  • Block service agreement - data relationship diagram
  • Set up a service agreement to claim group supports
  • Add centre capital cost claiming to a service agreement
  • Add centre capital costs as a separate service item
  • Allow centre capital costs claiming on sites

Manage fees and services for a client who has a home care package (HCP)

  • Add a care activity to a planned service for an aged care client
  • Schedule automatic service delivery on a planned service for an HCP client
  • Add an account for an agency or brokerage
  • Add a new agency or brokered planned service to an HCP client's goal achievement plan
  • Add a new planned service to an existing HCP care plan and agreement
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