Switching Support at Home Providers Checklist
A participant can change Support at Home provider at any time, for any reason, with no exit fee. This checklist covers what to tell the old provider, what to ask the new one, and what to check in the handover.
General information, not financial, legal or clinical advice.
The Checklist
- Tell the current provider in writing as early as possible, and agree an exit date.
- Confirm no exit amount will be charged.
- Ask for copies of the care plan and records. The current provider must give records to the new provider within 28 days of the new provider's request.
- New provider: get a price list and a draft service agreement that starts on or after the exit date.
- Make sure services continue until the exit date. The old provider must keep delivering under the agreement until then.
- Check the budget handover. The old provider must share the remaining budget with the new provider within 28 days.
- Check unspent HCP funds. The participant portion goes to the new provider within 60 days.
- Get the final statement and final invoice from the old provider.
The Notice Letter
[Your details]
[DD/MM/YYYY]
[Provider name]
Re: Change of provider, [participant name], [client number]
Dear [name],
[participant name] has chosen to change Support at Home provider to [new provider]. We propose an exit date of [DD/MM/YYYY]. Please confirm this date in writing, continue services until then, and send the final statement, final invoice and any unspent Home Care Package fund details as required.
Kind regards,
[Name]
Anything in [square brackets] is a prompt to fill in. The copy, download and print buttons keep the brackets so you can find them.