This article lists some of the critical settings required for a successful extract and claim for submission to the Department of Veteran Affairs (DVA).
To make sure your DVA extracts lead to successful claims, there are a few settings you may need to check. The following table shows you where to find the relevant records, and what they need to include.
The table describes:
- the Lumary record type that includes the fields
- how to find the record and fields in the Lumary system and
- key settings that are required for a successful DVA claim.
| Record | Key settings |
| Product (Service) |
Products are stored in Service records. To navigate to services:
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Service GL Code: the Service record must include the relevant Service GL Code.
If you need to add the service or product as a new service, make sure you populate the Service GL Code field with an existing code. You may need to create the GL code before you add the new service. |
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Rate: the service must also include a valid rate. To check a rate:
Scroll down to the section that displays the Amount inc GST.
If you need to add a new rate, make sure that you set the Rate Type to DVA.
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| Service GL Code |
The Service GL Code is a general ledger (GL) code that is stored in a Reference Data record. To check the details of a Service GL Code:
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| Service Agreement (SA) |
To review a service agreement:
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To check that the service agreement has sufficient funds to cover the cost of the product/service:
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Learn more about setting up Block Funded or Individual Service Agreements. |
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| Service Delivered Entry (SD) |
To deliver the service/product:
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If the service you are trying to extract has already been delivered, check the Purchased Services (A) field to make sure that this service delivery has not appeared on another extract.
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| Extract (EXT) |
To create or review an extract:
Extract Type: make sure the type is set to DVA.
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