How to Self Manage Home Care Package

How to Self Manage Home Care Package

  • Prakash Bartaula
  • 9 July, 2024
6 Min Read

Involves taking control of your care arrangements, allowing you to decide how funds are spent and who provides your services. Benefits include greater control, increased flexibility, potential cost savings, personalized care, and a sense of empowerment. To self-manage, choose a provider that supports this option, understand your responsibilities, develop a detailed care plan, select and hire qualified care workers, manage your budget effectively, handle invoicing and payments, ensure compliance with care standards, and utilize available resources for support.

How to Self Manage Home Care Package

What is Self-Management?

Self-managing a Home Care Package (HCP) is an approach that gives you more control over your care arrangements. It allows you to make decisions about how your package funds are spent and who provides your care services. This option is becoming increasingly popular among HCP recipients who want more flexibility and choice in their care.

home care package

Benefits of Self-Management

Self-management offers several advantages:

  1. Greater Control: You decide how your care is delivered and by whom.
  2. Increased Flexibility: You can adjust your care schedule as needed.
  3. Potential Cost Savings: By managing your own care, you may be able to stretch your package funds further.
  4. Personalized Care: You can choose care workers who best meet your specific needs and preferences.
  5. Empowerment: Self-management can give you a sense of independence and control over your life.

Steps to Self-Manage Your Home Care Package

1. Choose a Provider That Supports Self-Management

Not all HCP providers offer self-management options. Research and select a provider that:

  • Supports genuine self-management
  • Has experience with self-managed packages
  • Offers clear guidelines and support for self-managers

2. Understand Your Responsibilities

Self-management comes with increased responsibilities. You’ll need to:

  • Develop and manage your care plan
  • Select and hire care workers
  • Oversee your budget and spending
  • Ensure compliance with aged care standards
  • Keep accurate records of services and expenses

3. Develop Your Care Plan

Work with your chosen provider to create a comprehensive care plan that:

  • Outlines your care needs and goals
  • Specifies the types of services you require
  • Includes a budget breakdown

Your care plan should be reviewed regularly and adjusted as your needs change.

4. Select Your Care Workers

As a self-manager, you have the freedom to choose your own care workers. This may include:

  • Individual care workers
  • Small businesses or organizations
  • Family members or friends (in some cases)

When selecting care workers:

  • Ensure they have the necessary qualifications and experience
  • Check their references and conduct interviews
  • Discuss your care needs and expectations clearly

Your provider will need to verify the qualifications of your chosen care workers and conduct necessary background checks.

5. Manage Your Budget

Self-management gives you more control over your HCP budget. To manage it effectively:

  • Keep track of your package funds and expenses
  • Understand the different expense categories (e.g., core services, supplementary services)
  • Plan for both regular expenses and occasional larger purchases
  • Work with your provider to access unspent funds for significant expenses

6. Handle Invoicing and Payments

Establish a system for timely submission of claims and invoices. This may involve:

  • Collecting invoices from care workers and service providers
  • Submitting these to your HCP provider for payment
  • Keeping accurate records of all transactions

Discuss invoicing arrangements with your provider to ensure a smooth process.

7. Ensure Compliance and Quality of Care

While you have more control, your provider is still responsible for ensuring overall compliance with aged care standards. To maintain quality care:

  • Regularly review the performance of your care workers
  • Address any issues or concerns promptly
  • Stay informed about aged care standards and regulations
  • Communicate regularly with your provider about any changes or issues

8. Utilize Available Resources

Take advantage of resources designed to help self-managers:

  • Consumer Guide to Self-management (COTA Australia)
  • Consumer Self-management Toolkit (COTA Australia)
  • Online forums and support groups for self-managers
  • Training sessions or workshops offered by your provider

Key Considerations for Self-Management

Time Commitment

Self-management requires time and effort. Consider whether you have the capacity to:

  • Coordinate care services
  • Manage budgets and paperwork
  • Handle any issues that arise

If you’re unsure, you might start with partial self-management and gradually take on more responsibilities.

Support Network

support network

Having a strong support network can be crucial for successful self-management. This might include:

  • Family members or friends who can assist with coordination
  • A financial advisor to help with budgeting
  • A care coordinator to help manage your care plan

Technology Skills

Basic computer skills can be helpful for self-management, as you may need to:

  • Use online portals to track your budget
  • Communicate via email with your provider and care workers
  • Research services and resources online

If you’re not comfortable with technology, discuss alternative options with your provider.

Financial Management

You’ll need to be comfortable with basic financial management tasks, such as:

  • Tracking expenses
  • Understanding your budget allocation
  • Planning for future expenses

If this is challenging, consider seeking help from a family member or financial advisor.

Partial Self-Management: A Flexible Option

Remember that self-management isn’t an all-or-nothing approach. You can choose to self-manage certain aspects of your care while leaving others to your provider. For example, you might:

  • Select your own care workers but let your provider handle payroll
  • Manage your day-to-day care schedule but rely on your provider for budgeting
  • Coordinate some services yourself while letting your provider arrange others

Discuss these options with your provider to find the right balance for your needs and capabilities.

Working with Your Provider

Even with self-management, your HCP provider plays a crucial role. They will:

  • Help you develop and review your care plan
  • Provide advice on budgeting and fund allocation
  • Ensure compliance with aged care standards
  • Offer support and guidance as needed

Maintain open communication with your provider and don’t hesitate to ask for help when needed.

Monitoring and Adjusting Your Care

Self-management allows you to be responsive to your changing needs. Regularly:

  • Review your care plan and adjust as necessary
  • Assess the performance of your care workers
  • Check your budget and spending patterns
  • Communicate with your provider about any changes or concerns

Handling Challenges

Self-management may present some challenges. Be prepared to:

  • Resolve conflicts with care workers
  • Find replacement care when workers are unavailable
  • Navigate changes in your care needs or health status
  • Adjust your budget if unexpected expenses arise

Your provider can offer support and guidance in handling these situations.

Legal and Ethical Considerations

As a self-manager, it’s important to understand your legal and ethical responsibilities. These include:

  • Ensuring fair treatment of care workers
  • Maintaining confidentiality and privacy
  • Adhering to workplace health and safety regulations
  • Complying with all relevant aged care standards

Your provider can offer guidance on these matters, but ultimately, you are responsible for ensuring compliance in your self-managed care arrangements.

Financial Advantages of Self-Management

Self-management can potentially lead to cost savings, allowing you to get more out of your HCP funds. This might be achieved through:

  • Negotiating rates directly with care workers
  • Reducing administrative overheads
  • Being more selective about which services you use
  • Having greater visibility and control over your spending

However, it’s important to balance potential savings with the quality and reliability of care. The goal should always be to maximize the value and effectiveness of your care, not just to minimize costs.


Prakash Bartaula

Joined : 5 April, 2024

I’m deeply passionate about the National Disability Insurance Scheme (NDIS) and dedicated to exploring its intricacies. Through research, communication, and writing, I aim to shed light on NDIS provisions and empower individuals with disabilities. Join me as we navigate the transformative potential of the NDIS together.

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