The October 2019 release of Lumary 13 includes a range of improvements and bug fixes that enhance and improve the Lumary experience for team leaders, finance officers and workers.

This release includes:

• compliance with the NDIA's changes to travel and cancellation rules
• updated rules and pricing to align with the October update to the NDIS Price Guide and Support Catalogue
• the addition of the non face-to-face (NF2F) claim type
• the ability to set the funding management type at the service item level of NDIS-funded service agreements
• a new Lumary mobile app with expanded functionality
• integration with the Salesforce mobile app
• new functionality that prompts workers to end all previous shifts before starting a new one.

It also improves

• easyemployer integration
• worker rostering and functionality
• bed booking
• Client Summary PDF.

Minor bug fixes have also been applied.

NDIS compliance

NDIS compliance for travel

In the 2019-20 pricing updates, the NDIA changed the amount of time that can be claimed for travel. Modifications have been made to allow for claiming up to:

• 30 minutes in cities
• 60 minutes in regional areas.

The system will also continue to apply the previous limits for services that were delivered prior to the rate change.

We have also updated articles explaining how to:

• Capture travel as part of a service delivery entry
• Capture travel as a separate service delivery entry
• Include transport on a service agreement
• Capture transport as part of a service delivery entry
• Capture additional transport costs as a separate service delivery entry.

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NDIS compliance for cancellations

Under the NDIA's rules, cancellation is now defined as a "failure to provide:

• two clear business days notice for a support or service which is eight hours or less in duration and less than $1,000
• five clear business days' notice, in all other cases."

These rules have been applied to all affected services. Standard business hours have been added to the package and set as the default to support the calculation of the number of business days.

The NDIA has also changed the way that the NDIS portal calculates cancellations. Submissions are now automatically processed at 90 percent, so claims need to be made at 100 percent. This will be automatically calculated:

Find out how to cancel an existing session for NDIS claiming.

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Recording cancellations

The way that cancellations are recorded for services that don't have sessions has also been modified. The Cancel checkbox no longer appears on the Add Service Delivered form. The system now dynamically detects whether a service can be cancelled based on information on the service's record. If the service can be cancelled, Cancellation will be an option on the Claim Type picklist.

You can find out how to claim a cancellation using a manual service delivery entry in the cancel a service without a session article.

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NDIS pricing

October update to the NDIS Price Guide and Support Catalogue

As of 1 October, the NDIA updated the price guide and support catalogue. Among other changes, this made more than 90 disability-related health supports available for NDIS funding.

Additional updates included:

• updated reference and link to the MMM website
• updated list and definition of geographical locations
• inclusion of participant transport examples for claiming purposes
• content update for Supported Independent Living (SIL)
• content updates for Early Childhood Early Intervention (ECEI)
• information on nursing support items.

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Non Face-to-Face (NF2F) supports

Non face-to-face supports have been added to align to the latest version of the NDIS Pricing Guide. By default, this option appears on services that allow for NF2F claiming under the NDIA rules.

Non face-to-face services are captured through the service delivery entry form.

Find out how to capture non face-to-face service deliveries.

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Service agreements

Multiple funding management types in single service agreements

In previous versions, enabling different funding management sources required separate service agreements. We've added new functionality to allow different funding management types to be set at the service level. This means that NDIA-funded service agreements can now include services with funding managed by:

• the participant
• their nominee or
• their registered plan management provider.

This feature is primarily intended for use with transport services. When the same transport service is set up with two different funding management types, the system will use the NDIA allocation first. Once that allocation is exhausted, it will switch over to the next funding management type.

To access this feature, system administrators will need to activate the Lumary setting.

Find out how to Set up multiple funding management sources for NDIS services.

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Mobile app

Lumary mobile app

A new Lumary mobile app is now available. This replaces the previous Enrite Care version. It includes several improvements to the mobile experience, and can now be integrated with the Salesforce mobile app.

A key focus in the development of the new mobile app has been improving the user experience. This has been achieved through:

• improved loading times
• improved synchronisation of data when the user goes offline
• reduction in the number of steps required to complete common tasks.

Find out how to download, log in and get started with the new mobile app.

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Salesforce integration

The Lumary mobile app can now be integrated with the Salesforce app to leverage additional features and functionality.

To access these features, users will need the new Lumary mobile app. When Salesforce integration is activated, users will be prompted to download the Salesforce mobile app.

Salesforce integration will enable workers to:

• view leave
• add images and videos to case notes
• view sites and participants for sessions.

Find out how to activate Salesforce integration in Activate Salesforce integration for mobile.

Find out how to download and install the Salesforce mobile app.

Prompt to clock off outstanding shifts

Workers sometimes forget to end a shift, which can cause problems with scheduling, payments and reporting. When a worker attempts to start a shift, the system will now check whether they have any other open shifts. If they do, they'll be prompted to end all open shifts before they can start the new shift.

Find out how to Clock off outstanding shifts.

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easyemployer integration

easyemployer integration has been upgraded to improve:

• synchronisation of groups data
• group mapping
• shift cancellation and deletion.

A Synchronize Data button has been added to Lumary Settings. System administrators can use this to manually trigger a data synchronisation between Lumary and easyemployer.

Workers can now use the Lumary app to view leave that has been recorded in easyemployer.

The rosterer can now accept shifts on behalf of workers from easyemployer.

The rosterer can also see when a worker accepts or declines a shift so that they can roster new staff to fulfill the shift. It also passes the actual start and end times for shift breaks to easyemployer. This functionality requires that the shift be 'clocked on' prior to the start of the shift break and the break must end before the shift is 'clocked off'.

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Worker rostering and functionality

The rostering experience has been improved for workers. In the Lumary app, they can now:

• view shifts that have no sessions
• set, update and review times when they will be unavailable.

In the mobile app, workers can now access details about a site when viewing a session, including all participants that will be at a session. They can also accept or decline a reassigned shift.

Team leaders can now schedule session start and finish times at 15 minute intervals.

For clarity, the Sessions tab has been renamed Sessions Calendar.

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Bed booking

Minor refinements have been made to the functionality of the bed booking screen to reduce the potential for errors in service delivery records.

The Beds Calendar for a site can now be viewed from that Site's page.

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Client Summary PDF

The Client Summary PDF has been updated to provide a comprehensive summary of the information listed in the client’s contact record. From the Summary tab in Lumary Settings, system administrators can modify which fields are displayed.

Find out how to add or remove fields from the Client Summary PDF.

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Bug fixes

Minor bug fixes have been applied to resolve issues affecting:

• Android compatibility
• easyemployer synchronisation and integration, including the handling of duplicate sessions
• geolocation and editing in recurrent sessions
• Salesforce mobile app interoperability
• signature capture
• Skedulo integration
• TechnologyOne integration.

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