Requoting Clients for Support at Home Transition in CareVision

Requoting Clients for Support at Home Transition in CareVision.

With the Support at Home program officially in effect as of November 1, many providers are now navigating the transition from Home Care Packages (HCP) to the new funding structure. This change affects how client funding, care management, and service quotes are handled, making it essential for providers to understand the requote process within CareVision.

CareVision's quoting system is designed to help organisations manage these transitions smoothly and accurately. The process begins in the Quotes & Contracts window, where users review key details under the quote header and manage all funding source components. From there, providers can add a Funding Source Template, review applicable funding fee items, allocate co-contributions, and manage rollover balances and maximum contributions.

Care managers can also end-date old HCP care management items, review or add recurring and once-off services, and upload supporting attachments. Once all details are confirmed, the quote can be recalculated and generated for final approval.

This streamlined process ensures accurate funding alignment under Support at Home while maintaining compliance and transparency across all client records. To book a demo with CareVision, please visit www.carevision.com

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