Home Care Package Statements

Whilst you should have a copy of your budget which sets out the income and expenditure over a period of time, you will also need to know your services remain within the funding available from one month to the next. 

Your provider is required to give you a Home Care Package Statement on a monthly basis. It is important for you to review this and ensure it is accurate. 

What should the statement show?

The statements show:

• the available funds at the start of the month
• a breakdown of funds received and spent during the month
• the amount of unspent funds remaining at the end of the month

A person’s monthly statement must include the following:

• The home care subsidy received. 
• Any Basic Daily Care Fee and / or Income Tested Care Fee paid, including any unpaid fees from the previous period. 
• Any unspent funds that have acrrued, which may be split into 
  • provider-held care recipient portion of unspent funds
  • provider-held Commonwealth portion of unspent funds
• Any unspent funds you have had transferred from your previous provider (if switching providers, if any).  

The monthly statement also needs to include:

• a list of the care and services provided during the month
• the price for each of the services delivered for the month
• the total of these prices

How do I make sense of my statement?

Your provider should work with you to help you understand your statement. Whilst the information that needs to be given is the same for every provider, statements often look different from one to the other depending upon the technology they use and the systems in place to generate these documents. 

What if there are discrepancies or errors?

There are occasions where an error may be made on a statement, or you may need to query an entry on your statement. Talk with your provider about these. It is important to raise these as soon as you can to ensure, if a correction is required, it is completed in time for the next statement to be issued to you. 

Is there an example I can look at?

The Department of Health and Aged Care have a template document to assist, which you can find below. This can be downloaded and you may wish to use this to compare with how your prospective or current provider publishes theirs.