Articles on: Families Module

Splitting a Family Account - eg. Shared Custody

This article will assist you with best practices to separate a Family if the Guardians have separated.

Overview

Families circumstances may change overtime, and the Service will need to manage these changes within the program.

Scenarios

Some scenarios where you may need to split a Family information are:

Scenario 1:

Child commenced care with both Guardians together. Guardians then separated.

Guardian 1 is linked to the existing Account as the CCS entitled person.
Guardian 2 is not claiming CCS

Scenario 2

Child commenced care with both Guardians together. Guardians then separated.

Guardian 1 is linked to the existing Account as the CCS entitled person.
Guardian 2 is now also wanting to claim CCS and is paying only for certain days of care.
Create a NEW Account for Guardian 2

When choosing the process keep in mind the permissions for Guardians and Nominees.

Note: If the Guardian 2 (Non CCS holder Guardian) is no longer required to have access to the noted Guardian permissions, they will need to be created as a Nominee on the Account. This will still allow them to be an Emergency Contact/Relation to the child but not be able to view Financial information for the Account.

Scenario 1

Child commenced care with both Guardians together. Guardians then separated.

Guardian 1 is linked to the existing Account as the CCS entitled person.
Guardian 2 is not claiming CCS

Search on the Family name
Select the Family Summary screen
Select the 3 dot menu for Guardian 2
Select Archive

Select the Green + Add button and create the archived Guardian as a Nominee with the required permissions.

To assist you with creating a Nominee see: Adding a Nominee

Note: The Guardian can also manage these changes via the WEB Portal. see: Creating and Managing an Authorised Nominee

Recommended process is to archive Guardian 2 and re-create them as a Nominee.

The Archived Guardian will now be displayed as an Authorised Nominee on the Account, but won't have access to the Financial details etc. If an email address has been added, they will also receive an email with their Kiosk PIN.

Scenario 2

Child commenced care with both Guardians together. Guardians then separated.

Important don't change the CCS Claimant on the existing account. Create a NEW Account for the new CCS Claimant.

Guardian 1 is linked to the existing Account as the CCS entitled person.
Guardian 2 is claiming CCS and is paying only for certain days of care.

Phase 1

Repeat steps as per Scenario 1

Archive Guardian 2
Create Guardian 2 as a Nominee with full/authorised permissions

Managing Bookings on Existing Account

Add new bookings on Guardian 1’s Account for the days they are liable to pay fees for

see: Managing Changes to a recurring booking

Phase 2

Create a new Family/Account for Guardian 2

To assist you with creating a new Family see: How to add a new Family

Add Guardian 2's details

Note: To add all the details of the archived Guardian use the option of: Search Existing Guardian or Add new Guardian option

Add the child again onto the new Account, use the option of: Search existing child or add new child option

Note: This will also carry over any TAGS against the child, as well as any Attachments eg. Asthma Action plans

Create Bookings for the child on Guardian 2’s Account for the days they are liable to pay fees for see: How to add Bookings

Note: Only add in the days that this Guardian/Account is liable to pay the fees for.

Create a CCSS enrolment linked to Guardian 2’s details

Note: This will automatically be created when the booking pattern is created.

Create **Guardian 1 **as a Nominee on Guardian 2’s Account see: Adding a Nominee

Updated on: 05/02/2026

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