Transitioning existing visits - Last updated 29/10/25

How should I claim when a visit spans across two schemes (HCP and SaH)?

Answer: If your visit overlaps the time boundary between the HCP and S@H schemes, the cleanest way to claim is to split the visit between the two schemes:

• Claim under HCP for the time up to 23:39 on the 31st.
• Claim under S@H from 00:00 to end time for the 1st.

This approach ensures your claim is clear, follows the scheme guidelines, and avoids any overlap or confusion between claim periods.

Do we need to update visits in bulk via Lookout?- If so (via Daily Snapshots), would it be possible to Filter on Helper Engagement Type (Contractor or Employee), so all Contractor Visits can be edited to have the Contractor Rates, etc.

Answer: Yes, we recommend using our bulk tooling to update visits, invoices and POs and transition them under SaH. We’ve also added a filter for Helper engagement type based on this question!

To migrate visits, do we need to wait until other settings are completed (like the Membership Plan)?

Answer: No, you don’t have to wait. Our smart rates feature will automatically detect which rate variant or segment applies to each membership plan, even if those membership plans are set up later.

This means you can begin transitioning your visits to their corresponding SaH service types now if you’re feeling confident, and the system will apply the correct rates once your segments and membership plans are in place.