How to Generate a Monthly Statement PDF for a Support at Home Client in Teiro
How an aged care provider generates a monthly statement for a Support at Home client in Teiro: open Billing, Statements, choose the month, select Generate statement, see the Generated badge, then open the PDF with the client's funding, care management units and services.
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 generating a monthly statement for a Support at Home client 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 providers send each client a statement of what was delivered and what funding is left. It was recorded on a desktop browser, on the real product, using a demonstration organisation and made-up clients. The statement PDF is the real file Teiro generated. The grey viewer around it is a stand-in for the browser's own PDF viewer.
Open Statements and choose the month
In Billing, the Statements tab lists Support at Home clients for one month. The Month dropdown covers the last 12 months, newest first, and opens on the current month. Here the month is October 2026.
Generate a statement
Every client with Support at Home funding has a row, including clients with no services that month. The Services column counts that client's billed services in the month. Selecting Generate statement on a row builds the PDF and saves it in that client's documents. There is no bulk action, so each statement is generated from its own row.
The Generated badge
When the statement is ready, a message confirms it was saved to the client's documents. The row's badge changes from Not generated to Generated with the date, and the button becomes Regenerate. Regenerating replaces the earlier PDF, so a client only ever has one statement per month.
Open the PDF
Selecting the row opens the PDF. It shows the provider name, the client, the month and the issue date. Under Your funding it shows the quarterly budget after care management, what has been spent this quarter and the remaining funding, plus the care management units for the month. Services this month lists each service with its date, Service ID, units, price, subsidy and the client's contribution, and the page ends with the total contributions.
Where to read more
The written steps are in the help article Monthly statements for Support at Home clients.