Your monthly HCP statement intends to help you understand:
The funds come into your package monthly from government subsidies and supplements and your contributions.
How funds are being spent on services and items every month.
You may use the remaining balance for more services and items to support
you to live well at home.
This article explains how to read the new home care package statements. If your statement looks different to the examples in this article, please refer to our previous statement guide.
Account Summary
1 - Account Details
Your name and personal details
2 - Statement period
Shows the date period of the statement. Please note: this statement does not require payment.
3 - Your account overview
These are the funds coming into your package monthly from government subsidy, along with any contributions you might pay and the remaining balance, which you may use for more services and items to support you to live well at home.
Summary of income and expenses
This page provides a breakdown of your income and expenses. At a glance, you can see what makes up your package income and spending on services and items during the month. Your package income consists of government subsidy (less any reductions that apply), client contributions, and care and package management fees.
4 - Income received during the period – government subsidy.
Government subsidies are based on your assessed needs and include:
Home Care Package basic subsidy
The basic subsidy rate depends on the package level – it increases for higher levels.
Plus supplements
Primary and other supplements provide extra funding for specific care needs.
Less reductions that apply
The government reduces the subsidy if reductions apply. Two types apply to home care – the care subsidy reduction and the compensation payment reduction.
Care subsidy reduction
This is your assessed income tested care fee, payable if you have entered home care from 1 July 2014 and have an income over a certain amount. This amount is deducted automatically from your government subsidy.
Compensation payment reduction
A person can get an entitlement to compensation through a settlement, judgment, or reimbursement arrangement. Compensation may be for things like an injury in the workplace or a car accident. If the compensation covers some or all of the cost of their home care, a reduction applies.
5 - Client contributions
Client contributions represent the other part of your package income and may be referred to as fees. Any contribution you make is added to your package balance to spend on services and items for your care. You must pay the assessed income-tested care fee. You can discuss all other fees with your provider.
6 - Third-party and external summary
Purchases, equipment, services, and allied health care.
7 - Care and package management
The care management fee is the fee a provider charges your package to regularly assess your needs, goals, and preferences and write your care plan. The package management fee is the fee your provider can charge to establish and manage your budget, coordinate services, prepare invoices and monthly statements, submit claims to Services Australia, and store and maintain records.
8 - Refunds, adjustments, and miscellaneous
Occasionally, we might need to adjust something based on new information from Services Australia or to refund you for a service that did not take place.
9 - Other transactions
Transactions applied to your account not included in the other categories, such as funds transferred from a previous provider, additional services, and reimbursements.
Equipment, items, and third-party services
This section provides an overview of package fund spending on equipment, items, and third-party services during the period.
10 - Equipment, items and services
A line item for each purchase or rent of items and equipment, such as continence or mobility aids, and for services such as nursing, transport, home cleaning, meal services, and more.
Detailed list of services provided
This section provides an itemised account of any services provided during the month so you can check for accuracy while also reviewing if they are still the right mix of services for your care. The list is shown in chronological order to make it easier to review.
11 - Detailed breakdown of visits and visit-related travel
Information relating to any visit and travel, along with the date, time, the Care Worker, the type of service(s) and the cost.
Remaining package funds
Remaining package funds are available to fund your care needs in line with program rules. Changes made to funding arrangements in September 2021 mean that Services Australia holds the majority of these funds in your Home Care Account. Your provider may also hold some funds from before September 2021.
12 - Unspent funds and allocations
The current balances of your unspent funds based on your situation and package. These funds are stored in different funding buckets and are drawn upon at various times throughout your care.