Self-Management Support

Self management support is available to approved support at home participants who wants more choice and control over their care management. You can register your interest through our website, and we will contact you to discuss next steps.

Under self-management support, you may choose your preferred workers or suppliers and agree on their service rates directly with them. These costs must fit within your approved Support at Home budget and any contribution requirements. Allegiance Heart & Home Care will review submitted workers, suppliers, quotes and invoices before approval or payment to support budget monitoring, compliance and service oversight.

Yes! One of the biggest benefits of self-management is choice. You can choose and arrange your own workers or suppliers, including those from marketplaces like Mable. Allegiance Heart & Home Care will approve the worker, link them to your care plan, and monitor their compliance to ensure your safety.

You or your support person can submit invoices and receipts directly through the secure portal. Simply attach the invoice along with evidence (like care notes or timesheets). Allegiance Heart & Home Care reviews the submission to ensure it aligns with your care plan and budget before processing it.

Absolutely. We use strict encryption, role-based access controls (so people only see what they need to), and maintain comprehensive audit logs to protect your personal and health information.

Two-Factor Authentication (2FA/MFA) is mandatory for all Allegiance Heart & Home Care staff, care managers, and registered workers/suppliers to ensure maximum security. For participants and support persons, it is strongly recommended and available to protect your account.

Yes. The portal includes a secure document upload feature with malware scanning. You can easily upload and manage documents like care plans, agreements, quotes, and receipts based on your access permissions.

Submitting an enquiry does not automatically create a portal account. It sends your request to Allegiance Heart & Home Care for review. Our team will contact you to discuss your preferred self-management setup, responsibilities, worker or supplier arrangements, and next steps before portal access is created.

The process follows 7 steps: 1) submit a self-management enquiry, 2) review your enquiry with Allegiance Heart & Home Care, 3) complete the service agreement, consent and responsibilities, 4) set up your portal access, 5) submit workers or services for approval, 6) upload documentation and service evidence, and 7) continue with ongoing monthly reviews.

You will need to provide your referral or support plan, authority documents (if a support person is acting for you), the Self-Management Agreement, consent and privacy forms, and a handbook acknowledgement.

The timeframe varies depending on how quickly documents are provided and the complexity of your care plan. Our team works efficiently to get you set up, and we will keep you informed of your progress at every step.

Yes. The system features version control, meaning you can upload updated documents or replace existing ones. The system safely maintains a history of your document uploads for auditing purposes.

Once approved, your personal dashboard is activated! You will receive a secure login invitation, set up your security preferences, and gain full access to your live budget, pre-approvals, worker management, and communication tools.

We accept standard file types including PDF, Word, Excel, JPEG, and PNG. For security purposes, the system enforces file size limits and automatically scans all uploads for malware.

Your dashboard is designed to keep you informed. If a mandatory document is missing, expired, or needs attention, the dashboard will display a clear, easy-to-read alert so you know exactly what needs to be uploaded.