Collecting Home Care Client Fees?

November 3rd, 2023

Capital Guardians allow Care Managers to set up a fortnightly recurring direct debit that covers any means-tested fee or discretionary client care fee determined payable. Once setup this will collect outstanding and future payments owing from the client.

A direct debit is an authority a customer signs with an organisation, approved under banking rules, to take money directly from a nominated account under a set of specified conditions.

Alternatives to direct debit, including the client paying directly into the Capital Guardians trust account; however, Capital Guardians do not monitor these payments or invoice for these payments.

Process:

  • By selecting the check edit icon next to an account’s name, direct debits can:
    • have their fortnightly value change
    • have an upfront initial amount taken immediately
    • turn the direct debit off
    • charge an immediate, once off direct debit
  • Bank account numbers can only be entered once, cannot be changed without Capital Guardians

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.

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