Aged care entry requirements for providers

Quarterly review for home care

Care recipient’s aged care fees are reviewed quarterly and come into effect on 1 January, 20 March, 1 July and 20 September each year.

About the review

The quarterly review:

  • aligns the fees a care recipient pays with the fees associated with their care needs and changes to financial circumstances
  • covers the period since the previous quarterly review, including any changes made during that quarter for an historical event - for example, the sale of an asset when we’re not notified until a later quarter
  • determines if the fees applied over the period since the previous quarterly review were correct
  • identifies if the care recipient has overpaid fees and calculates a refund
  • adjusts the government subsidy paid to you as a result of this change

The review also sets the fees the care recipient pays for the next quarter by applying any changes in income or assets that occurred during the previous quarter. This includes changes to consumer price indexation.

After the review

We send a letter to the care recipient and their nominee when:

  • a refund is due, or
  • the income or means tested fees or accommodation contribution for the next quarter has
    • increased by 10 cents or more per day, or
    • decreased by 1 cent or more per day

We won’t send a letter to the care recipient if only the basic daily fee changes.

We’ll send you a letter if a change has occurred for your care recipient during the review period.

If a refund is payable to a care recipient, we pay the refund to you as part of the normal claim process. You must pass this refund onto the care recipient.

Ad hoc reviews

A care recipient can request an ad hoc review if their circumstances change and they want their fees and charges reviewed outside of the quarterly process.

If a new fee is set after an ad hoc review, the new rate applies from the date the review takes place. We send notification letters to you and the care recipient, and their nominee if applicable.

If a home care recipient’s new fee is lower than the previous fee, a refund is calculated and paid when the next claim is processed. We send a notification letter about the refund to you and the care recipient, and their nominee if applicable, at the time of the ad hoc review.

If a refund is payable to a care recipient, we pay the refund to you as part of the normal claim process. You must pass this refund onto the care recipient.

Read more about the Schedule of Fees and Charges for Residential and Home Care on the Health website.

This information was printed Monday 20 May 2019 from https://www.humanservices.gov.au/organisations/health-professionals/services/aged-care-entry-requirements-providers/home-care/quarterly-review-home-care It may not include all of the relevant information on this topic. Please consider any relevant site notices at https://www.humanservices.gov.au/individuals/site-notices when using this material.

Page last updated: 22 February 2019