Please note: Following recent announcements, some details in this article may be outdated. We’re working on updates and will refresh the content as new information becomes available.
Step 1 - Size, plan, and track your transition
Manage your Support at Home transition more effectively by using purpose built Support at Home Analytics dashboards to size and track your transition. Complimentary until August 7th.
To achieve this, review the following article:
Step 2 - Set up your services and pricing for SaH
Define your Support at Home service types and allocate rates to each one using our flexible services and pricing UI builder. With CSV export and import functionality, it makes it easy to build, refine, and upload your pricing structure at scale.
To achieve this, review the following article:
Step 3 - Map your existing HCP visits to Support at Home
Convert your existing HCP services to Support at Home using the new Bulk Mapping functionality. Search and filter your existing visits by service type, rate, or date range, then bulk select and remap them to their equivalent Support at Home service types.
To achieve this, review the following article:
Step 4 - Map POs & third-party services
Use the same bulk tooling to categorise and map your purchase orders and third-party invoices.
To achieve this, review the following article:
Step 5 - Membership plans
Create new Support at Home membership plans, apply prices to those plans and use the bulk tooling to transition existing HCP members.
To achieve this, review the following article:
Step 6 - Transition-in-place
Lookout will transition all active HCP-funded memberships to become both HCP and Support at Home funded memberships. The Support at Home budget tool, and care management logging will also be available to help you transition-in-place and start intaking new clients under Support at Home. Stay tuned for an article to help support this step!
Step 7 - First claim
Prepare your first Support at Home claim from August 1st 2025. Stay tuned for an article to help support this step!
Step 8 - Reconciliation post-claim
Upload your payment summary into Lookout to reconcile finances post-claim. Stay tuned for an article to help support this step!
Step 9 - Client contributions
Streamline your Support at Home financial workflows. Export client contributions into your finance system for invoicing and payment collection. Stay tuned for an article to help support this step!
Step 10 - Statements
Utilise the new Support at Home standardised statement template to help you maintain clear, consistent communication with clients and their families. Stay tuned for an article to help support this step!