30 Jan Client statements just got more complex
Why are they so complicated… and how do you get them right?
Support at Home isn’t just a new program……it’s a whole new way of thinking about client budgets, reporting, and transparency.
If your statements feel harder than Home Care Packages ever did… you’re not imagining it.
Under Support at Home, a single client can have:
- Multiple budget accounts
- Different funding sources
- Separate rules for each pot of money
All of this needs to appear clearly on the client statement —without confusing clients, families or auditors.
Clarity is no longer “nice to have”. It’s essential.
Quarterly funding brings its own challenges:
Unspent quarterly care funds roll over – 10% or $1000 whichever is more but only on Day 61 of the next quarter.
(You need another account for trailing invoices to drain for up to 60 days.)
Client statements must show:
- What was allocated
- What was spent
- What rolled over and what didn’t
- And – most importantly – how much is available now for client care?
It all has to be accurate and easy to follow – without an accounting degree.
Many clients may still have unspent Home Care Package funds during transition.
These funds:
- Can be used for care only once the quarterly budget has been expended
- Can pay for approved AT-HM
- Require clear tracking
- Need to be shown transparently
Mixing old HCP balances with new Support at Home budgets is where statements can unravel fast if systems aren’t up to it.
VIPS Care is built to:
- Manage multiple budget accounts
- Apply rollover rules correctly
- Track legacy HCP funds alongside Support at Home budgets
- Produce clear, compliant client statements
Our provider clients have been sending client statements all along – with statements also visible on the CLIENT PORTAL
Support at Home has changed the rules — especially when it comes to client statements.
If your team is juggling multiple budgets, rollover rules and unspent HCP funds, your legacy systems may never manage.
At VIPS Care, we’ve designed our software specifically for this new complexity. (PS…we might sound new but we’ve been doing this work for over 20 years)