This article explains how to add a new service for inclusion on block funded service agreements and individual service agreements other than those funded by the NDIA.
NDIS services are created when NDIS rates are added to the system. You generally shouldn't need to create new NDIS services for claiming.
The first step of adding a service to Lumary is creating a service record. However, for a service to appear on service agreements, appointments and the Service Delivery Entry screen, you'll also need to:
- add a rate, and
- link the service to the site that claims its funding or reports on its delivery.
Once you've created your service record, follow the links at the end of this article to find out how to add rates and link services to sites.
To add a new service:
- Click on the Services tab. You may need to click on the App Launcher nine dot icon and search for Services.
Make sure you select the Services option from the Items list in the App Launcher. A search may also list Service under Apps. The app is not the option you're looking for.
- This will open the Services list view. Click on the New button.
- Click on the radio button for the type of service record you're creating. Depending on how your environment is set up, this will usually be Other.
- Click on the Next button.
- This will open the New Service form. Enter the details of your new service.
The following table explains each of the fields on the New Service form. Fields with a red asterisk are mandatory. Some fields displayed in your environment may be different, depending on:
- how it has been set up for your business processes, and
- what types of funding you typically bill for or claim.
| Field | Description |
| Service Name * | The name of the service. |
| Support Category | Services can be organised under categories. Use this field to search for an existing category or create a new one. While this is not a mandatory field, support categories help group and organise services on service agreements. Find out how to add a new support category. |
| Service is Ad hoc only | Allows the service to be claimed without a service agreement. However, the service will not be able to be included on service agreements. You'll need to duplicate services if they are to be used with and without service agreements. |
| Prevent Apportioning | Prevents the service from being apportioned among multiple participants if delivered to a group. |
| Service Type | To select options from this list, click on the option under Available and click on the arrow to move the option into the Chosen list. |
| Quote Required | Tick this checkbox if a quote is required for this service. |
| Service GL Code | The general ledger (GL) code for the service, which should correspond to the code used in your financial system. |
| Other Claim Code | To select options from this list, click on the option under Available and click on the arrow to move the option into the Chosen list. |
| Support Item Code | This field can be skipped as it is specific to NDIS service agreements. |
| Frequency | This section includes options for setting the frequency of the service delivery. |
| NMDS Information | This section includes fields to capture information to meet national minimum data set (NMDS) reporting requirements and checkboxes for including this information in extracts. |
| QDC Information | This section includes a checkbox for the inclusion of quarterly data collection (QDC) information in extracts. |
| HACC Information | This section includes a picklist that enables the selection of a Home and Community Care (HACC) assistance type for inclusion in the extract. |
| DEX Information | To ensure successful DEX extracts, you will need to add the DEX Service Type Id, and DEX Service Type Specific Requirements according to the requirements in your organisational data provided by DEX. You can also set a DEX case structure if you need to override the rate type setting. |
Your new service will need to be linked to a site and have a rate to appear on a service agreement, the Service Delivery Entry screen or the Sessions Calendar. Find out how to link a service to a site and how to add a new rate to a service.
If the service needs to appear under a particular category, you'll also need to have linked the service to a category in the Support Category field.