This article explains how to add services to a session when creating an appointment for an individual client in the client's contact record calendar or the Sessions Calendar.
Once you've created a new session and set up the session details and added the client and worker attendees, the next step allows you to add services to be delivered during the session. When the session is completed, the system will generate service delivered (SD) records for any services delivered in the session.
You'll have different options to add services, depending on which version of Lumary you're using.
Click here to find out how to add services when using Lumary 17
If you're using Lumary 17, you can add:
- planned services, which are services linked to a service agreement, and/or
- ad hoc services, which are services not linked to a service agreement.
You can add one or more services to a session, including a combination of planned and ad hoc services.
Add a planned service
To add a planned service to a session:
- Click on the blue + button next to Add Planned Service.
- This will launch the Add Planned Service form. As you make selections, fields may activate and additional fields may appear based on what you've chosen. Fields will either auto-fill or display a drop-down list with options to select from, depending on the client's service agreement. The fields displayed in your environment may differ depending on how it has been set up and the types of funding you typically claim.
| Field | Description |
| Support Category |
The options that appear will be based on the support categories in the client's service agreement. The option you select will determine which services will appear in the drop-down list for the field below. |
| Service |
The options that appear will be based on the services in the client's service agreement and the support category selected in the field above. |
| Scheduled Delivery Ratio |
The option you choose for this field will be used to determine how the cost of the service will be apportioned. For an appointment with only one client, the 1:1 option should be selected. |
| Site | The site associated with the service being delivered. |
| Rate | The applicable rate to be charged for the service. |
| Funding Management | This field will be based on the funding management type in the client's service agreement. |
| Claim Type |
This field will default to Face-to-Face. Possible alternative options include:
Non Face-to-Face, Telehealth, Report Writing and Irregular SIL are all claim types allowed under the NDIS. Face-to-Face is the default option and should be used for any service not being claimed against one of those specific claim types. When services with the Face-to-Face claim type are included in an extract, the claim type will display as blank. The claim type options available to choose from will depend on the service you have selected and the claim types allowed for that service under the NDIS. |
| Delivery Method |
This field determines how the system should calculate the session fee. Possible options include:
|
| Travel Chargeable |
Put a tick in the Travel Chargeable checkbox if the worker will be able to claim for travel. |
| Travel Area |
This mandatory field will appear only when there is a tick in the Travel Chargeable checkbox. Select the relevant travel area from the drop-down list. |
- Once you've completed all of the mandatory fields marked with a red asterisk, click on the Save Service button.
- This will show a summary of the service you've added.
- Once you've saved the service, use the blue + button next to Add Planned Service to add any other services that will be delivered in the session.
- You also have the option to add an ad hoc service by clicking on the blue + button next to Add Ad Hoc Service. Check out this section to learn more about how to add an ad hoc service.
- Once you've finished adding services to the session, click on the Next button.
- You'll now progress to the next screen where you can add a few final settings before saving the session. Check out this article to learn about the settings on the final screen which include adding service types, setting up recurrences and saving the session.
Add an ad hoc service
Check out this article to learn how to add an ad hoc service to a session when creating an individual client appointment.
Click here to find out how to add services when using Lumary 16.5
To add a service to the session:
- Click on the blue + button next to Add Service.
- This will launch the Creating Planned Service form. As you make selections additional fields may appear based on what you've chosen. Fields will either auto-fill or display a drop-down list with options to select from, depending on the client's service agreement. The fields displayed in your environment may differ depending on how it has been set up and the types of funding you typically claim.
| Field | Description |
| Support Category |
The options that appear will be based on the support categories in the client's service agreement. The option you select will determine which services will appear in the drop-down list for the field below. |
| Service |
The options that appear will be based on the services in the client's service agreement and the support category selected in the field above. |
| Scheduled Delivery Ratio |
The option you choose for this field will be used to determine how the cost of the service will be apportioned. For an appointment with only one client, the 1:1 option should be selected. |
| Site | The site associated with the service being delivered. |
| Rate | The applicable rate to be charged for the service. |
| Funding Management | This field will be based on the funding management type in the client's service agreement. |
| Claim Type |
This field will default to Face-to-Face. Possible alternative options include:
Non Face-to-Face, Telehealth, Report Writing and Irregular SIL are all claim types allowed under the NDIS. Face-to-Face is the default option and should be used for any service not being claimed against one of those specific claim types. When services with the Face-to-Face claim type are included in an extract, the claim type will display as blank. The claim type options available to choose from will depend on the service you have selected and the claim types allowed for that service under the NDIS. |
| Delivery Method |
This field determines how the system should calculate the session fee. Possible options include:
|
| Travel Chargeable |
Put a tick in the Travel Chargeable checkbox, if the worker will be able to claim for travel. |
| Travel Area |
This mandatory field will appear only when there is a tick in the Travel Chargeable checkbox. Select the relevant travel area from the drop-down list. |
- Once you've completed all of the mandatory fields marked with a red asterisk, click on the Save Service button.
- This will show a summary of the service you've added.
- Once you've saved the service, use the blue + button to add any other services that will be delivered in the session.
- Once you've finished adding services to the session, click on the Next button.
- You'll now progress to the next screen where you can add a few final settings before saving the session. Check out this article to learn about the settings on the final screen which include adding service types, setting up recurrences and saving the session.
Click here to find out how to add services when using Lumary 16 or earlier
To add a service to the session:
- Click on the blue + button next to Add Service.
- This will launch the Creating Planned Service form. Fields will either auto-fill or display a drop-down list with options to select from, depending on the client's service agreement. As you make selections, additional mandatory fields may appear based on what you've chosen.
| Field | Description |
| Support Category |
The options that appear will be based on the support categories in the client's service agreement. The option you select will determine which services will appear in the drop-down list for the field below. |
| Service |
The options that appear will be based on the services in the client's service agreement and the support category selected in the field above. |
| Site | The site associated with the service being delivered. |
| Rate | The applicable rate to be charged for the service. |
| Delivery Method |
This field determines how the system should calculate the session fee. Possible options include:
|
| Travel Chargeable |
Put a tick in the Travel Chargeable checkbox, if the worker will be able to claim for travel. |
| Travel Area |
This mandatory field will appear only when there is a tick in the Travel Chargeable checkbox. Select the relevant travel area from the drop-down list. |
- Once you've completed all of the mandatory fields marked with a red asterisk, click on the Save Service button.
- This will show a summary of the service you've added.
- Once you've saved the service, use the blue + button to add any other services that will be delivered in the session.
- Once you've finished adding services to the session, click on the Next button.
- You'll now progress to the next screen where you can add a few final settings before saving the session. Check out this article to learn about the settings on the final screen which include adding service types, setting up recurrences and saving the session.