> ## 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.

# Offboarding a client (Support at Home)

> Close agreements, finalise financial statements, and complete the offboarding process for Support at Home clients

When a Support at Home (SAH) or Home Care Package (HCP) client leaves your service, there are additional steps beyond the standard offboarding process. You need to finalise financial statements, mark the package as ended, and close the agreement before the client is fully offboarded.

For the standard agreement closure and transfer process, see [Offboarding a client](/client-management/offboarding-generic). This article covers the SAH and HCP-specific steps.

## Instructions

<Steps>
  <Step title="Complete all outstanding timesheets and exports">
    Before closing anything, confirm that all shifts for the client have been confirmed on timesheets and exported to your accounting software. Check both the **Timesheets** area and the **Data Export** page to make sure nothing is outstanding.

    <Warning>Once the agreement is closed, processing outstanding timesheets and exports becomes more difficult. Complete all financial processing while the agreement is still active.</Warning>
  </Step>

  <Step title="Finalise the HCP statement">
    Open the client's profile and go to the **HCP** tab. Review the final statement period and make sure all charges and subsidies are reconciled.

    If a final statement period is open, close it once all line items are accounted for. This is your last opportunity to make sure the financial record is complete.
  </Step>

  <Step title="Generate a final participant statement">
    If your organisation provides monthly statements to participants, generate the final statement before proceeding. This gives the client a complete record of their package spending up to the date of exit.
  </Step>

  <Step title="Mark HCP as ended">
    On the **HCP** tab, tick the **HCP Ended** checkbox and click **Save**. This prevents new HCP periods from being created for this client.

    <Warning>Once the HCP Ended flag is set, no new HCP periods can be created for this client. Only set this flag when you're certain services have concluded.</Warning>
  </Step>

  <Step title="Close the agreement">
    Follow the standard agreement closure process:

    1. Go to **Clients** → **Agreements** and open the client's SAH or HCP agreement
    2. Enter the **End Date** (the last date services were provided)
    3. Tick the **Is Closed** checkbox
    4. Click **Save**

    See [Offboarding a client](/client-management/offboarding-generic) for the full steps, including how to transfer roster items if the client is moving to a new provider or agreement.
  </Step>
</Steps>

<Tip>Keep the client profile accessible after offboarding. SAH and HCP records need to be retained for audit purposes under the Aged Care Quality Standards. Closing agreements and marking HCP as ended is sufficient to remove the client from active lists without losing any data.</Tip>

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Offboarding a client" icon="user-minus" href="/client-management/offboarding-generic">
    General client offboarding process, including agreement transfers and cloning
  </Card>

  <Card title="Support at Home financials" icon="dollar-sign" href="/client-management/sah-financials">
    Manage HCP and SAH budgets, statements, and financial exports
  </Card>

  <Card title="Care plans and service agreements" icon="file-contract" href="/client-management/care-plans-and-service-agreements">
    Create and manage client service agreements
  </Card>
</CardGroup>