Mark a CHSP Service as Delivered

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

Saved CHSP Service


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.


Click Save

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.

Saved CHSP Service


Further Information

For more information relating to CHSP, refer to the following articles:

Updated on October 30, 2018

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