Build the accommodation payment comparison worksheet for entry to residential aged care
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Apply the current published fee, accommodation and retention rules to the resident's figures in the firm's worksheet template and produce the priced comparison of lump sum, daily payment and combination, with the refundable balance and the choice deadline.
- What the lawyer must review
- Check the inputs against the means assessment and the agreed accommodation price, confirm the rates and retention rules current for the entry date, and confirm the worksheet's assumptions about the former home and any tenant in it before the figures are used for advice.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Apply the current published fee, accommodation and retention rules to the resident's figures in the firm's worksheet template and produce the priced comparison of lump sum, daily payment and combination, with the refundable balance and the choice deadline. |
| Lawyer | Check the inputs against the means assessment and the agreed accommodation price, confirm the rates and retention rules current for the entry date, and confirm the worksheet's assumptions about the former home and any tenant in it before the figures are used for advice. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Check the inputs against the means assessment and the agreed accommodation price, confirm the rates and retention rules current for the entry date, and confirm the worksheet's assumptions about the former home and any tenant in it before the figures are used for advice.
- Check the output against the source documents named in it before it is relied on.
Sources
- https://www.health.gov.au/our-work/residential-aged-care/charging/fee-and-accommodation-arrangements · 2026-09-27
- https://www.health.gov.au/our-work/residential-aged-care/charging/rad-and-rac-retention · 2026-09-27
- https://www.health.gov.au/our-work/residential-aged-care/managing/managing-accommodation-costs · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.