Support at Home - Co-Contributions

The SAH Co-Contributions feature allows companies to add in a client's co-contribution % that will assist in the budget builder later on.

As the Government has not released Co-Contribution %'s to clients yet, this feature can be left blank until the information is available. 

Adding/Editing in Co-Contributions

To add in a Co-Contribution:

1. Navigate to the SaH Contributions Tab in the Config section of Support at Home

2. Click on the Add Service Button in the top right:

3. Fill in the required details:

   • Client

   • Category

   • Funding Source

   • Contribution (i.e. 30 would be 30%)

   • Start Date

   • End Date
      

4. Click Add Contribution

5. Repeat for Each Contribution

Bulk Uploading Co-Contributions

You can use this template to bulk upload your co-contributions: client_contrib.csv. There are 6 columns required as part of the upload:

1. client_id - This represents the client that you wish to upload and is their Eziplan ID number. This can be found on the client list and on the client:

2. category.name- This represents the category that you wish to upload against. There are two options:

   • Independence

   • Everyday Living

3. contrib_proportion - This represents the co-contribution % you want to apply. I.e. for 20% you would put in 20

4. start_date - The date this contribution is valid from

5. end_date - The date this contribution is valid to

6. funding_source_id - This represents what SAH funding type the co-contribution is applicable to:

   • SAH Quarterly Client = 15

   • SAH Home Modifications = 17

   • SAH Assistive Technology = 18

   • SAH Restorative Care = 19

   • SAH End of Life = 20 

FAQs

Q: Where do the co-contributions show?  

A: The co-contributions show at the top of the category within the clients budget.

Q: The updated co-contributions are not showing?   

A: To pull the updated co-contributions through to the clients budget, select the 'Refresh' button next to the Edit Budget Details, within the clients budget.