This article explains how to claim travel or activity based transport against a service when that service has already been claimed.
If a service has already been claimed but the travel or activity based transport associated with that service was missed, it can be captured on a separate service delivered (SD) record. You'll still need to indicate a service item so that the system can use that item's rate to calculate the travel or transport cost.
As per NDIA rules, travel claims are restricted to:
- 30 minutes in metro areas, and
- 60 minutes in regional areas.
The NDIA has not set limits for remote and very remote areas.
This approach changed with Lumary 16. If you're using an earlier version of Lumary, click on the Lumary 15 drop-down panel at the end of the article.
To capture travel or activity based transport on a separate record:
- Go to the Service Delivery Entry tab or click on the App Launcher and search for service delivery entry.
- Scroll down to the Services Delivered section and click on the Add Service Delivered button.
- The Worker field is optional.
- Click in the Client Name field and search for your client.
- Continue to fill out the details of the activity, including the Support Category, Service, Site, Service Agreement Item and the Rate of the service that was delivered.
- Leave the Claim Type field empty.
- Enter 0 in the Quantity/Amount field.
You must enter 0 into the Quantity/Amount field if the service has already been claimed.
- Fill out the travel and/or transport details that were missed when the service was originally claimed.
- If the client has approved the service, put a tick in the Client Accepted checkbox. Leave this unchecked if the client still needs to confirm details of the service.
- Click on the Save button.
Click to view Lumary 15 steps
To capture travel on a separate record in Lumary 15:
- Go to the Service Delivery Entry tab or click on the App Launcher and search for service delivery entry.
- Scroll down to the Services Delivered section and click on the Add Service Delivered button.
- The Worker field is optional.
- Add your client to the Client Name field.
- Use the drop-down list to select the Support Category.
- Services will either be listed or you can start typing the name of the service into the Service field to list services available in this category. Then click on the relevant service name.
- Depending on the characteristics of the service, you may be required to populate additional fields. Mandatory fields will be marked with a * red asterisk. Some fields, such as Rate, may auto-fill.
- Click on the Claim Type drop-down and select Provider Travel.
- Enter a decimal value in the Quantity/Amount field.
The Quantity/Amount field uses whole hours. To calculate the decimal value, we divide by 60. For example, to claim 30 minutes (the maximum amount for travel in a city) we calculate 30/60 and enter 0.5.
- Leave the Total Travel Time to Appointment (mins) field empty.
- Add the number of kilometres the worker travelled in the Total Km Travelled to Appointment field.
- Unless you are also claiming for transport, leave the two transporting fields empty.
- Add any Comments or a Case Note relating to the travel charge.
- Scroll down and tick the Client Accepted checkbox if the client has confirmed.
- Click on the Save button.
This will create a service delivery record against the relevant item for the travel cost only.
When the NDIS extract is created for uploading to the NDIS portal, a single extract item will be created for travel with the claim type TRAN.