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The CHSP/HACC tab on the client profile contains fields needed to correctly configure a client for CHSP or HACC services in VCore. This includes DEX setup, case management, and carer details. Select a client and navigate to Client Profile → CHSP/HACC tab. CHSP/HACC tab on client profile

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CHSP setup

For a CHSP client, several fields need correct information to enable funding claims via DEX. First, ensure the client profile Funding Type drop-down is set to CHSP. Under the CHSP/HACC tab, in the CHSP and DEX sections:
  1. Tick Is a CHSP client
  2. Tick Is a DEX client
  3. Ensure CHSP is selected under DEX
CHSP and DEX tick boxes

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DEX configuration

In the DEX section, update the relevant drop-down fields, tick boxes, and text fields. Click Save when done.
Incomplete or incorrect information (for example, client details that don’t match your organisation’s DEX portal) may result in an error on export or the claim being excluded from the file.
DEX configuration fields

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DEX cases

Add the client’s DEX case under the DEX Cases section by clicking Add New Case. Add new DEX case button In the pop-up window, select the Outlet Activity, set start and end dates if needed, and click Add. DEX case pop-up window
If no outlet activity is available in the drop-down, your database may not be set up for DEX export. Contact support@visualcare.com.au for assistance.

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Next steps for CHSP

After configuring the CHSP/HACC tab, create the client agreement. See CHSP agreements for details. CHSP data export is found under Timesheets → Data Export in VCore.

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HACC and SCP setup

For HACC or SCP services to export successfully from VCore, complete these prerequisites:
  • The HACC Agency ID is set up under Settings → Company Info (or under Maintenance → Areas if you have multiple IDs)
  • The applicable service type and category are applied to HACC and SCP services in Maintenance → Services
  • In the client profile, select HACC from the Funding Type drop-down

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DEX for HACC

Open the CHSP/HACC tab and select the HACC option in the DEX section. Visualcare generates the client’s SLK code automatically. HACC DEX configuration Update all relevant HACC fields and click Save.

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Carer setup

If the client has a carer, set them up as a contact under the Client Profile → Contacts tab. From the CHSP/HACC tab, once the contact is selected and the profile is saved, click the icon beside Carer to edit and complete relevant HACC fields within the contact profile. You also have access to the contact profile by clicking the contact name under the Contacts tab or by navigating to Maintenance → Contacts. Carer setup in CHSP/HACC tab
Items marked with a red asterisk may trigger an error on export if not completed correctly. Note that HACC fields differ slightly for VIC and WA HACC clients.

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SCP configuration

Tick the Support for Carers Program box if the client is eligible for SCP funding. If the client has funding for both SCP and CHSP, keep CHSP selected. You do not need to switch it to HACC. The relevant HACC SCP questions appear alongside the CHSP fields in the DEX section. SCP tick box and fields

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Next steps for HACC and SCP

After configuring the CHSP/HACC tab, create the client agreement. See Creating agreements for rostering for details. HACC and SCP data export is found under Timesheets → Data Export in VCore.

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Running into issues?

See Client management troubleshooting for common errors and fixes.

CHSP agreements

Configure CHSP-specific agreement settings

Creating a client profile

Set up the client profile before configuring funding