Concession card - add, edit, end

Managing concession cards in Utilmate allows you to accurately capture, update, and maintain customer eligibility for government-supported energy discounts. By adding, editing, or ending a concession card within the system, you ensure that concession data remains current, compliant, and correctly applied to customer accounts.

Add a concession card

To capture the customer's concession card details, click on the Customer Details menu then Concessions. Click on the Add button.

Enter the information below into the Add concession card wizard, then Save. All future invoices generated will include the relevant concession.

If you have bulk validate with Centrelink, click Next to see the Centerlink (CCeS) validation consent.

Add life support equipment

To add life support equipment, enter the below information, then save.

• account number_LS in the card number field.  Where there are multiple sife support machines enter the card number as <Account Number>_LS,  <Account Number>_LS2 
• Search "life" in the card type field for the "no card with life support"
  If the customer does not have an existing concession card, a 'No Card Life Support' concession card is added (for the applicable State). The concession card/s are used to apply any Life Support rebates that apply for Life Support customers.
• Start date and end date to be the same as the life support dates
• Select the machine type

• Card number - the number on the card which will be provided to the government for payment.For Life Support only use <Account Number>_LS to ensure they are unique.

    Note: Where there are multiple Life Support machines enter the card number as <Account Number>_LS,  <Account Number>_LS2 

• Card type - this is the type of concession card. Each concession card has its own set of concession rates and types so this must be correct
• Concession account/s - select up to 2 accounts from the available list, one POWER and one GAS/WATER
• Start date - the start date for the concession to be applied from
• End date - the expiry date of the card. No concessions will be given beyond this date
• Expiry date - the expiry date of the card
• First, middle and last name - as shown on the card
• On life support - Tick where customer Life Support details are entered
• Customer has MS
• Customer in Group home
• Medical Energy Rebate 
• Machine Type - one Life Support Machine Type per concession card.
• Life Support Start Date - Start date to match current Life Support row
• Life Support End Date - End date to match current Life Support row
• Last Verified Date - Date that customers concession card was Last Verified, if known. 

Important: Check the concession card is mapped via the Concession Card Report

Edit a concession card

To edit the customer's concession card details, click on the Customer Details menu then Concessions. Select to highlight the Concession Card then click on the Edit button.

Make your required changes, then Save.

• Card type - this is the type of concession card. Each concession card has its own set of concession rates and types so this must be correct.
• Start date - the start date for the concession to be applied from
• End date - the expiry date of the card. No concessions will be given beyond this date
• Expiry date - the expiry date of the card

• Card Number - the number on the card which will be provided to the government for payment. For Life Support only use <Account Number>_LS to ensure they are unique.

    Note: Where there are multiple Life Support machines enter the card number as <Account Number>_LS,  <Account Number>_LS2 

• Validation status - defaults to 'Requested Validation'
• Last Verified date - date that concession card was last validated (Manually entered only)
• First, middle and last name - as shown on the card
• On life support - Tick where customer Life Support details are entered
• Customer has MS
• Customer in Group home
• Medical Energy Rebate
• Life Support Start Date - Start date to match current Life Support row
• Life Support End Date - End date to match current Life Support row
• Machine Type - one Life Support Machine Type per concession card.
• Current concession account/s - display of the currently linked concession accounts to the card
• Set/Update Concession to Selected account/s - to update of the "Current concession account/s" select up to 2 accounts from the available list, one POWER and one GAS/WATER. When none are selected the "Current concession account/s" will be retained

Add life support equipment

If your customers has more than 1 life support equipment, these are added via Concessions.

Important: View available concessions and codes and concession cards - relevant concessions.