What happens on departure?

For account holders on a Home Care Package, under the Aged Care Act, any unspent funds are transferred or will be split between the government and the account holder in proportion to how they were contributed.

• Homecare funds are transferred with a move to permanent residential care, death or to move to a new provider on a mutually agreed date
• The unspent home care monies, being the total amount of home care subsidy (including any supplements) and home care fees paid (for the period of care) to an approved provider for a client, that have not been spent or committed for the client’s care will need to be:
  • Transferred to the client’s new home care provider; or
  • if the client has left home care (for example if they entered permanent residential aged care or passed away), returned to the Commonwealth and the client (or their estate)

Once a care recipient and provider have mutually agreed on a date to change providers, care services continue until the date for when they will become the responsibility of the new provider.

The Care Manager process is as follows

Capital Guardians needs to be notified by a logged-in Care Manager selecting the client name on the “Contact” menu item:

• Subject: “Package finish” or “Passed away”
• Comment: Ensure the date of package finish and if they left the program (transferred elsewhere, etc)
• Submit
  • Vendors given 5 days for final invoices
  • Any direct debits to be stopped immediately and money to be returned to the appropriate accounts (ie prepaid client fees refunded)
  • A record of the “contact” notes is recorded in the client record … supporting compliance audits

As soon as reconciliations complete and contribution calculations done, Capital Guardians need to be notified by a logged-in Care Manager selecting the client name on the “Contact” menu item:

• • Finalise account, as soon reconciliations complete and contribution calculations done, select “Contact”, enter client name: subject “Funds Return”
    • Comment: Instructions on return of funds to:
      • “Unallocated Deposits” + Client refund $ value; or
      • 100% to another Approved provider (deposit details).
      • Attach Unspent homecare monies calculator
    • Capital Guardians process refunds within two days, having externally confirmed external bank account instructions.