Your Funding Position — All 11 Steps

← Go step by step

Step 1 — Navigate to the staging workbench

Go to Care Services → Services Australia integration → Support at home → Support at home staging workbench.

Navigate to the Support at Home staging workbench

Step 2 — Import the care recipient’s budget

Click Import → Budget → Care recipient. Enter the care recipient ID and PRODA profile. Hit OK.

Import care recipient budgets — parameters panel

Step 3 — Import completed

The workbench shows Budget / Get Care recipient budgets / Completed. Click the row to open the result.

Staging workbench — care recipient budget import completed

Step 4 — Budget periods returned

Two periods returned. Q2 (Apr–Jun 2026) is open — $16,707.56 of $16,757.56 available. Take note of the Q2 budget ID.

Care recipient budget periods — Q1 closed, Q2 open with available balance

Step 5 — Import the budget details

Click Import → Budget → Details. Enter the Q2 budget ID (254415056224). Hit OK.

Import budget details — parameters panel with budget ID

Step 6 — Budget details completed

Two rows in the workbench. Click the top row to open the budget details.

Staging workbench — two completed budget imports

Step 7 — Your funding envelope

Q2 2026, Status OPEN. Total $16,757.56 split across three entitlements: core care (ON_RATE_7), enteral feeding (ENT_NNBO), oxygen supplement (OXY_NORM).

Budget details — header and entitlements breakdown

Step 8 — What’s already been drawn

Usage lines show two invoices totalling $50 — matching the -$50.00 in the header exactly.

Budget details — usage lines showing invoices drawn

Step 9 — Import the account summary

Click Import → Payment → Account summary. Enter the provider number (4040088311). Hit OK.

Import account summary — parameters panel

Step 10 — Account summary completed

Three rows in the workbench. Click the top row to see the provider’s financial position.

Staging workbench — three completed imports

Step 11 — Your account position

Payment amount $3,015.90 for the period. Transaction details list every processed claim with payment references.

Account summary — provider financial position with transaction details

You know where you stand. Time to raise the funding claim.

Creating the Funding Claim →