A participant statement and a Services Australia claim describe the same month from two directions. Producing them from different sources is how a provider ends up explaining why the statement says one thing and the claim says another.
Aged care statements claims — how it works
Statements are generated per participant per period from the services delivered: opening balance, subsidy, supplements, contributions, fees, expenditure and closing balance, with the individual service lines behind them. Claims are assembled from the same records, with accrued fees and contributions accounted for.
Claims carry their submission and payment dates, the amount claimed and the amount received, and the variance between them. A shortfall is a number on the claim rather than a discrepancy someone notices later in the bank account.
Why it matters for NDIS providers
Aged-care revenue arrives monthly and in arrears, so an unreconciled claim is a month of cash flow at risk. Statements are also a participant-facing document, which means an error in one is an error the participant sees.
- One source, two documents: the statement and the claim are produced from the same delivery record.
- Variance is explicit: claimed against received, with the difference shown rather than inferred.
- Line-level statements: each service line shows cost, subsidy and contribution.
What's included
- Monthly statements. Opening, subsidy, supplements, contributions, fees, expenditure and closing.
- Statement lines. Each delivered service with its cost, contribution and subsidy.
- Claim preparation. Period claims assembled from the same records, with accrued fees.
- Payment and variance. Claimed, received and the difference recorded against the claim.
- Reconciliation. Claims closed and reconciled with the date and outcome recorded.
Who it's for
Support at Home providers and their finance teams, particularly those handling both SAH and legacy Home Care Packages, where two funding cycles have to be claimed and reconciled in the same month without being confused with each other.
Getting started
Aged Care Statements & Claims is included in your Rostery plan and works the moment your data is in — there is no separate module to buy or set up. Book a demo and we will show it on your own workflows, and use Rostery's “Smart Switch” data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes.
Terms used on this page
Related capabilities
Source
The rules this feature works to are set by Department of Health and Aged Care — Support at Home, which is the authority on them and is updated more often than any page here.
