CHSP services are raised against a CHSP Case until the case is closed. A CHSP Service can be created as ‘Planned’ – future service, or ‘Delivered’ – past service.
The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional limitations (including cognitive), to remain living independently at home and in their community.
The CRM database CHSP functionality is tailored to each organisation. Your CHSP pages may have a slightly different appearance.
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Select CHSP/HACC Cases from the top menu
Step 3. Find the Case for which the service has been delivered.
Tip: You can also select the Case from the CHSP/HACC Case subpanel within a client record.
Step 4. Scroll to the CHSP/HACC Services sub-panel
Step 5. Click the name of the Service you wish to update.
If the service has not been created, refer to Create a CHSP Service for instructions.
The CHSP/HACC Service page is displayed
Step 6. Click Edit
Step 7. Update the Service Status to Delivered
Tip: the Start Date/Time must be in the past for the Status to be Delivered.
Confirm any Client Contribution details as the Payment records will be created upon saving.
The Service is updated in the CHSP/HACC Services subpanel.
Step 7. To view the service, click on the service name in the Services list
The saved session detail is displayed.
For more information relating to CHSP, refer to the following articles: