Skip to main content
Open navigation menuClose navigation menu

Templates / Form

Support at Home Price Discussion Record

A record for documenting price, contribution, cancellation, monthly statement, refund, and service change discussions with clients.

Prepared by CaresLink Editorial TeamEditable Word templateEmail required · link appears immediately

Example content

Preview the structure before opening the file

English structure excerpt · blank prompts, not a completed record

Discussion details
Date · Client name
Price transparency check
Current service price list provided in writing · Published price source checked - My Aged Care / provider website
October 2026 personal care check
Personal care service discussed · Service date before or after 1 October 2026 identified
Agreement and evidence
Participant agreed to listed prices before service confirmation · Ad-hoc or unknown price agreement process explained
Outcome
Client understood information · Service agreement or schedule update required
Read all template prompts
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:

Using this resource

Record the service, price basis, written information and participant agreement. For an initially unknown price, follow the agreement process before confirming the service.

The costs discussion field is not permission to add separate administration or travel fees: current Support at Home guidance prohibits these separate fees. Check the applicable service rules.

Keep published-price reporting separate from this discussion record. This form does not update My Aged Care, set a participant contribution or prove that a price is reasonable.

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

Review notes

This template is a plain-language operational starting point. Check its fields, wording, and internal consistency before using it in a provider's own documentation system.