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  4. Onboard a client who has home care package (HCP) funding

Onboard a client who has home care package (HCP) funding

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Articles in this section explain how to use the Onboarding Home Care Package Client process to set up a client who has home care package (HCP) funding.

  • Generate a quote for an aged care client
  • Add a custom quote template for aged care clients
  • Introduction to HCP onboarding
  • Get started with the HCP onboarding process
  • Add an HCP client's story to their contact record
  • Prepare your client for HCP funding
  • Add assessments during HCP onboarding
  • Add goals and outcomes during HCP onboarding
  • Set up a client's budget during HCP onboarding
  • Capture transfer details on an HCP client's budget during onboarding
  • Add fixed costs during HCP onboarding
  • Add planned services during HCP onboarding
  • Finalise a service agreement and generate a care plan during HCP onboarding
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