How to Book Care Management and Check It Was Done for Support at Home Clients in Teiro
How an aged care provider tracks Support at Home care management in Teiro: set up the SERV-0018 care management line on the client's agreement, then run the No care management report under Reports, Compliance to see which clients had none this month.
Full transcript
The full text of the walkthrough above, for anyone who would rather read it or needs it in text form.
What this recording shows
This is a roughly 30 second screen recording of an aged care provider checking Support at Home care management in Teiro, the care management platform used by Australian NDIS and aged care providers. Support at Home is the Australian Government's in-home aged care program, and care management, the planning and oversight done by the provider's care partner, is one of its services. It was recorded on a desktop browser, on the real product, using a demonstration organisation and made-up clients.
Care management is an ordinary service with its own Service ID
Teiro books and bills care management like any other service. On the client's Funding tab, the Budget usage section shows a Care management card with the Services Australia Service ID SERV-0018, alongside the Personal care card with SERV-0020. Service IDs are the codes Services Australia uses to identify each Support at Home service. SERV-0018 is care management and SERV-0019 is restorative care management.
The agreement line
Opening Edit Agreement shows how the line is set up. The care management line sits under the Support Coordination category, with the Service ID SERV-0018, a description, the agreed hours and the rate. Care management is a clinical support, so the client's contribution is zero.
Find clients with no care management
The Funding tab's Less care management 10 percent line is a calculated set-aside, not a record that care management happened. To check that it did, open Reports from the Profile menu. Under Compliance, choose No care management.
Read the report
The Month filter opens on the current month. The report lists every Support at Home client who has no care management billing line in that month, with the date of their last care management, or Never, and the days since. In this recording three clients are listed. Margaret Holloway is not, because she had a care management service this month. Only clients with Support at Home funding are counted, and a cancelled care management service does not count. The Export button saves a copy of the list.
Where to read more
The written steps are in the help article Care management in Support at Home: booking it and checking it was done.