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Visualcare includes reporting tools for Data Exchange (DEX) data. These reports help you track service delivery for Commonwealth-funded services such as Commonwealth Home Support Programme (CHSP). Access these reports from Reports in the main menu.

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Setting up DEX

Before you run DEX reports, your organisation needs to complete the initial DEX configuration. Work through these steps in order.
1

Provide DEX reference files

Download your reference files from the DEX portal (data.gov.au) and email them to support@visualcare.com.au. The Visualcare team uses these files to configure your DEX service types and outlets.
2

Configure client profiles

For each CHSP client, open their profile and go to the CHSP/HACC tab. Tick Is CHSP and Is DEX, then add the relevant DEX case.
3

Set up client agreements

Open the client’s agreement and set the Agreement Type to CHSP. Add the DEX Case and DEX Activity columns to the agreement.
4

Configure the roster view

Use the Column Chooser in the roster to add the DEX Case and DEX Activity columns. This makes it possible to select DEX details when rostering services.
5

Roster services with DEX details

When creating rostered shifts for CHSP clients, select the appropriate DEX Case and DEX Activity. For meals and transport services, also enter the Meal Quantity or Transport Quantity as required by DEX.For location-based rosters with multiple clients, use Edit All Extras to apply DEX details across the group, or Edit DEX to update individual clients within the roster.
6

Record CHSP Home Modification expenses (if applicable)

For home modification services, select the Home Modification DEX Activity when rostering. In the timesheet, select DEX Expense to record the associated expense correctly.
7

Export to DEX

Navigate to Settings → Data Export → DEX Export. Select your date range and run the Errors report first to identify and fix any data issues. Once errors are resolved, run the report to generate the XML file for submission to DEX.
Run the Errors report before every DEX export. Fixing data issues before generating the XML file saves time and avoids rejected submissions.

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DEX reports

The following reports are available under Reports → DEX Reports.
DEX reporting is relevant to providers delivering Commonwealth-funded services such as Commonwealth Home Support Programme (CHSP). Make sure your services are correctly configured with DEX service types for accurate reporting.

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Running into issues?

See General troubleshooting for common errors and fixes.

Billing to CHSP

CHSP billing through DEX export

CHSP/HACC configuration

Configure CHSP and HACC settings on client profiles

Forms report

Run reports on completed form submissions

Expenses report

Run reports on all expenses