Care Management Budget Sync

Learn about Maica's Care Management Budget Sync function and logic.

Maica supports real-time synchronisation of Care Management Budget Data for Aged Care providers under the Support at Home initiative. This feature ensures accurate visibility of pooled Care Management funds as reported by Services Australia. To learn how Maica supports the Sync, please refer to the detailed sections below.

What Is the Care Management Budget Sync?

Care Management budgets are pooled at the provider level rather than allocated per Participant. The Budget Sync functionality allows providers to retrieve current financial data directly from Services Australia via API, ensuring that all budget information used for planning and reporting reflects the latest available data.

How do I run the Sync?

Firstly, to access the Care Management Budget Sync, navigate to Settings > Support at Home. You’ll see a Care Management Budget component that shows the current budget data and allows manual synchronisation.

Then, follow these steps to sync the Care Management Budget:

1. Enter the Service Provider ID

Enter your Service Provider ID into the field provided. This ID is required to authenticate with Services Australia and trigger the sync process.

Note, you will only be able to proceed once a valid Service Provider ID has been entered.

2. Click the Refresh Button

Click the Refresh icon on the top-right of the component to trigger a new sync. This will query Services Australia for the most recent budget data for the current financial quarter.

Interpreting the Display

Once synced, the Care Management Budget component will show:

• A table of all active Care Management budgets.

• Sortable columns, typically sorted by descending Budget Start Date.

• Budget metrics:

  • Total – Total amount reported for the financial quarter.

  • Used – Amount already spent.

  • Available – Funds remaining.

• The Last Sync Date shown in the info banner to indicate the currency of the data.

This display is shown below:

This data is provided directly by Services Australia. If budget data does not appear as expected, verify that your Service Provider ID is correct and try syncing again.

What Happens During Sync?

Behind the scenes, Maica:

• Calls the Services Australia API using the entered Service Provider ID.

• Filters the returned data using the following logic:

  • Budget Type = Care Management

  • Budget Date Range = Current Financial Quarter

• Displays all valid results in a sortable table.

• Optionally allows saving the result, including the Last Sync Date

Participant Roles and Permissions

The sync process and budget view are intended for Service Provider Administrators or users with configuration-level access only. General end users, such as Care Workers, do not interact with this section.

FAQs

What is the purpose of this sync?

It provides up-to-date visibility of pooled Care Management funds to improve operational and financial management.

Can I see budgets from past quarters?

Currently, only the current quarter’s budget is retrieved and displayed. Historical storage is not implemented in this phase.

Is this data stored permanently?

Only if explicitly saved by the user. Otherwise, the information is parsed and displayed temporarily.

Can the sync return multiple records?

Yes. Maica can handle and display multiple Care Management budget entries, sorted by start date.