How do I migrate Home Care Package and CHSP clients to Support at Home without breaking continuity?

• All Home Care Package participants on the program at 12 September 2024 transitioned to Support at Home on 1 November 2025 with grandfathered protections under the 'no worse off' transitional provisions.
• Grandfathered participants retain a different lifetime contribution cap ($86,185.23 indexed to 20 March 2026, vs $137,917.01 for new entrants) — providers must apply the correct cap for each participant.
• Unspent HCP funds at transition date were carried across as starting balances for the new SAH quarterly budget framework, subject to the SAH carry-over cap rules going forward.
• Classification under HCP (4 package levels) was mapped to SAH classification (8 ongoing classification levels) by the Department — providers consume the new classification, they don't reassign it.
• Existing HCP service agreements remain in force during the transition with variations to reflect the SAH framework, but providers must issue updated agreements that meet SAH content requirements.
• The Commonwealth Home Support Programme (CHSP) is on a separate transition pathway, expected to commence no earlier than 1 July 2027, subject to consultation outcomes.

Reference: Aged Care Act 2024 Chapter 4 (Support at Home transitional provisions); Aged Care Rules 2025 Chapter 4; Department of Health, Disability and Ageing Support at Home Program Manual — transition section; ACQSC transition guidance for providers; Commonwealth Home Support Programme reform timetable.

• Applying the new-entrant lifetime cap ($137,917.01) to grandfathered HCP participants. The grandfathered cap is significantly lower ($86,185.23) — overcharging a grandfathered participant by applying the wrong cap is a refund obligation and an audit finding.
• Losing the unspent HCP balance at transition. The balance was supposed to carry across; if your finance team didn't migrate it correctly, the participant has effectively lost money and the provider is liable.
• Treating HCP classification levels as SAH classification levels. The 4 HCP levels don't map cleanly to the 8 SAH classification levels — the mapping was done by the Department's assessors and providers consume it.
• Continuing to use HCP-era care management percentages (15-25%) instead of the SAH 10% hard cap. Charging above 10% on a transitioned participant is a contractual breach.
• Service agreements not updated to reflect the SAH framework. The original HCP agreement is in force during transition but doesn't satisfy SAH content requirements indefinitely — providers must issue updated agreements.
• Running two parallel systems during transition — one for legacy HCP participants and one for new SAH participants. This is operationally painful and creates billing reconciliation gaps. The right answer is to run one system that handles both grandfathered and new-entrant rules.
• Waiting for CHSP transition guidance instead of building the data foundation now. CHSP providers who structure their data for SAH-shaped reporting today will have a cleaner transition when the program moves no earlier than 1 July 2027.

• Grandfathered status flag per participant. When you record a participant as a transitioned HCP client, the platform automatically applies the grandfathered lifetime cap ($86,185.23), the grandfathered contribution rules where they differ, and any retained balance from HCP.
• Retained HCP balance migration — operators upload or enter the unspent HCP balance as the starting point for the SAH quarterly budget framework. The balance flows into quarterly carry-over calculations going forward.
• Classification mapping support — when the Department's assessor publishes the SAH classification level for a transitioned participant, operators record it in the platform with effective date. Statura tracks the transition from old HCP level to new SAH level for the audit trail.
• Service agreement template generator that produces an SAH-compliant agreement for transitioned participants, retaining the participant's chosen care plan while updating the legal framework.
• Single platform for both grandfathered and new-entrant participants. No parallel systems — every contribution calculation, every quarterly budget check, every claim, applies the correct rules per participant based on their grandfathered status.
• CHSP transition readiness — providers running CHSP today can adopt Statura now to structure their data for the SAH-shaped reporting that will be required when CHSP transitions. The data model already supports the SAH framework.
• Note: The HCP→SAH transition data migration is a one-time operator activity. Statura provides import templates for HCP participant rosters, contribution histories and retained balances; the actual migration runs at provider go-live, not as an ongoing process.

When an assessor asks for evidence on this obligation, here's what the platform produces on request — date-stamped, user-attributed, and exportable:

• Grandfathered status flag per participant with the date of HCP→SAH transition and the source of the grandfathered determination.
• Retained HCP balance log — opening balance at transition, source documentation, and the quarter into which it was rolled.
• Classification mapping history — original HCP package level, transitioned SAH classification level, effective date, and Department source.
• Lifetime cap calculation log per participant showing which cap applies (grandfathered vs new entrant) and the running total of contributions.
• Service agreement version history — pre-transition HCP agreement, transition variation, and updated SAH-compliant agreement.
• Continuity of care evidence — care plans, goals, services and clinical records carrying through the transition without gaps.