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HCP Aged Care Statements, what is the process and how do I send them to service users?

Statements for aged care customers, how do they get sent and what is the process in Careflo

Mikal Hetland avatar
Written by Mikal Hetland
Updated over 4 years ago

There are 2 main steps for sending Aged Care HCP Statements:

  1. Check all the statements first to validate the numbers look right. Go back and update any statement that does not look correct.

  2. Go into each service user, download and send the statement as per instructions. These are typically different per service user so has been left as a manual process to send.

Step 1 - Validate the statements

Use this page to download one large .pdf that contains all the selected statements. This is designed to make it easy to print out statements and check them before they are sent to service users.

You can go and check all the statements to validate they look ok here:

Step 2 - Send the statements

When you are ready to send the statements you can go into each service user and download the Statement for sending:

Note that we don't currently automate or send all statements via a button because statement recipients can change and different service users typically have different needs for when and how to receive their statement, not to mention that many don't use email.

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