How do I export Support at Home statements?

Access

The support at home export report requires the “Client Support at Home Statement Export“ permission to be enabled on a user's position. This can be found in the Position Access section on the Reports & Forms tab.

Report Location

With the position permission enabled the Client Support at Home Statement Export report can be found in Reports & Forms>Claiming/Invoice>Client SAH Statement Export.

The Client SAH Statement Export Criteria Page

The report page looks like this:

The report can be Exported to PDF and CSV.

CSV Export

If the “Export to CSV” option is enabled the report will export two csv files.

Support at Home Totals CSV File - this file will contain the client details and a summary of the opening and closing balances. Plus the totals of any expenses incurred and any adjustments in the statement period.

Support at Home Details csv file - this file will display a row for all Services and Purchases with the details of those services and the client details. and will also show the budget the service/purchase is being take from and show all the details as per the table from the statement:

PDF Export

As long as the “Export to CSV” option is disabled, then the Statement will Export to pdf.

Care Management on the Support at Home Statement

Care Management will display on the statement in the detailed expense information section for the budget it was linked with.

If there are multiple appointments for each section, lines will be consolidated as follows:

• The ongoing service care management lines will be consolidated based on rate, with units added up.

• The restorative care management and end of life care management lines will be consolidated based on service, rate and unit cost, with units, total cost and subsidy added up.