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