Skip to main content
CHSP agreements include specific fields that feed into rostering and DEX export for claiming. This article covers the additional configuration needed when setting up a CHSP client agreement.
For the basics of creating any agreement, see Creating agreements for rostering.

​
Setting up a CHSP agreement

Ensure the Agreement Type is set to CHSP, then click Save. CHSP agreement type selected

​
Client contribution payer

Under Client Contribution Payer, indicate where the client contribution for each service exports to. The options are:

​
Adding CHSP services

Add services in the bottom section of the agreement screen. Click Add Services, find the CHSP services, tick them, and click Add Selected Services.
If a service is not listed, add it in Maintenance → Services.
Add CHSP services to agreement Once services are added, update the CHSP-specific columns for each service line:
  • Client Contribution
  • CHSP Payment Type
  • CHSP Deduction Code
  • DEX Case
  • DEX Activity
If these columns are not visible, open the Column Chooser, search for them, and drag them into the grid layout. Column chooser for CHSP fields

​
CHSP payment type

The payment type links to the Client Contribution column. For each service line, click within the CHSP Payment Type column and choose either UNIT or SHIFT from the drop-down.

​
DEX case and activity

To enable CHSP claiming, assign a DEX Case and DEX Activity to each service line in the agreement (or alternatively when rostering). Click within the DEX Case and DEX Activity columns and select the correct values from the drop-downs.
If nothing appears in the drop-down, the DEX Case may not be set on the client profile. Ensure the client is correctly configured for CHSP funding under Client Profile → CHSP/HACC tab. See CHSP and HACC configuration for details.

​
Next steps

Once the CHSP agreement is set up, start rostering CHSP services:
  • For client shifts, see the client roster CHSP and DEX rostering guide
  • For group activity shifts, see the location roster CHSP and DEX rostering guide

​
Running into issues?

See Client management troubleshooting for common errors and fixes.

CHSP and HACC configuration

Set up the client profile for CHSP or HACC funding

Creating agreements for rostering

General guide to creating client agreements