> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# CHSP and HACC configuration
> Set up client profiles for CHSP, HACC, and SCP funding with DEX export configuration
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 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
### 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 cases
Add the client's DEX case under the **DEX Cases** section by clicking **Add New Case**.
In the pop-up window, select the **Outlet Activity**, set start and end dates if needed, and click **Add**.
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](mailto:support@visualcare.com.au) for assistance.
### Next steps for CHSP
After configuring the CHSP/HACC tab, create the client agreement. See [CHSP agreements](/client-management/chsp-agreements) for details. CHSP data export is found under **Timesheets** → **Data Export** in VCore.
## 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
### 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.
Update all relevant HACC fields and click **Save**.
### 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**.
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.
### 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.
### Next steps for HACC and SCP
After configuring the CHSP/HACC tab, create the client agreement. See [Creating agreements for rostering](/client-management/creating-agreements-for-rostering) for details. HACC and SCP data export is found under **Timesheets** → **Data Export** in VCore.
## Running into issues?
See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.
## Related articles
Configure CHSP-specific agreement settings
Set up the client profile before configuring funding