Templates / Form
Support at Home Price Discussion Record
A record for documenting price, contribution, cancellation, monthly statement, refund, and service change discussions with clients.
Template summary
Before you download
- For
- Providers and coordinators recording operational discussions about service pricing and participant contributions.
- Use when
- Use when onboarding a client, changing services, discussing price updates, preparing My Aged Care pricing evidence, or confirming that written pricing and statement information was provided.
Who it is for
Providers and coordinators recording operational discussions about service pricing and participant contributions.
When to use it
Use when onboarding a client, changing services, discussing price updates, preparing My Aged Care pricing evidence, or confirming that written pricing and statement information was provided.
What this template helps with
A clearer record trail for everyday follow-up
Clear worker notes
Consistent records
Easier follow-up
Example content
Preview the structure before opening the file
Discussion details:
- Date:
- Client name:
- My Aged Care ID:
- Representative or decision-maker present:
- Staff member:
- Discussion method:
- Interpreter or communication support used:
Price transparency check:
- Current service price list provided in writing:
- Published price source checked - My Aged Care / provider website:
- Service item or service category discussed:
- Unit price or price range explained:
- Participant contribution explained:
- Budget impact or overspend risk discussed:
- Cancellation terms discussed:
- Travel, transport, indirect, or ad-hoc costs discussed:
- Monthly statement process explained:
- Refund or correction pathway explained if overcharging is identified:
October 2026 personal care check:
- Personal care service discussed:
- Service date before or after 1 October 2026 identified:
- Contribution category wording checked against provider guidance:
- ICT, claiming, invoice, and budget update owner recorded:
Agreement and evidence:
- Participant agreed to listed prices before service confirmation:
- Ad-hoc or unknown price agreement process explained:
- Written confirmation sent date:
- Questions raised by client or representative:
- Evidence stored location:
- Further information requested:
Outcome:
- Client understood information:
- Service agreement or schedule update required:
- Follow-up action:
- Responsible person:
- Next contact date:
Review notes
This template is reviewed for plain language, practical field use, and internal consistency. It still needs local review before being used in a provider's own documentation system.