Under Support at Home a participant’s classification determines their quarterly budget, and unspent funds carry into the next quarter only up to a cap. Getting either wrong means a budget that looks right and claims that are not.
Support at Home classifications — how it works
Classifications are held with their quarterly rates, and each participant’s funding record carries their classification, start date, daily subsidy, supplements and applicable fees. Quarterly budgets are generated from that, with carryover from the previous quarter recorded up to the cap and no further.
Services delivered draw against the quarter, so committed and remaining are visible while the quarter is still running. A participant tracking to overspend is apparent in month two rather than at the quarter’s end.
Why it matters for NDIS providers
Quarterly budgeting fails differently to annual budgeting: an overspend cannot be absorbed by a good month later, and unspent funds are largely lost rather than banked. Both directions cost the participant, and both are visible only if the quarter is being tracked as a quarter.
- Derived from the classification: budgets follow from the classification rather than being entered by hand.
- Carryover capped correctly: unspent funds carry only to the permitted limit.
- Visible mid-quarter: an overspend appears while the quarter can still be managed.
What's included
- Classification rates. Support at Home classifications with their quarterly rates and effective dates.
- Participant funding records. Classification, start date, daily subsidy, supplements and fees per participant.
- Quarterly budget generation. Budgets created per quarter from the classification.
- Capped carryover. Unspent funds carried forward to the permitted limit and no more.
- Committed and remaining. Live position through the quarter rather than at the end of it.
Who it's for
Support at Home providers and the care managers responsible for keeping participants within budget. Finance teams use the same records for claiming, so the operational and financial views of a quarter are the same view.
Getting started
SAH Classifications & Budgets 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.
