This article provides an overview of ad hoc services and how you can use them.
If your organisation delivers services without a service agreement, you can track these services and claim funds using ad hoc services. Ad hoc services could be services that will be paid privately, consumables or over-the-counter purchases.
For a service to appear as an ad hoc service, there must be a tick in the Service is Ad hoc only checkbox on the service record. You cannot add services marked as ad hoc to service agreements, so you may need to create a copy of some services. System administrators can add new services to create ad hoc services.
Learn more about ad hoc services in the sections below:
- deliver ad hoc services through the service delivery entry screen
- deliver ad hoc services through calendar appointments and sessions
- ad hoc services and recurring appointments, and
- NDIS services and ad hoc services.
Deliver ad hoc services through the service delivery entry screen
You can deliver an ad hoc service through the service delivery entry screen. Doing this will create a single service delivered (SD) record for the service.
Check out this article explaining how to create a service delivered record for a service without an agreement.
Deliver ad hoc services through calendar appointments and sessions
You can deliver ad hoc services through calendar appointments and sessions by using the calendar on the client contact record or the Sessions Calendar. When delivering services this way, you can deliver more than one service through an appointment. You can also combine ad hoc services with planned services. When the session is completed, service delivered (SD) records will be generated for services delivered in the session.
Ad hoc functionality in calendar appointments requires at least Lumary 17.
You can only add ad hoc services to calendar appointments if your system administrator has enabled ad hoc services in sessions in your organisation's environment. Once enabled, the ad hoc services that your organisation has set up will be available to add to calendar appointments.
Check out these articles explaining how to:
- add an ad hoc service to an existing client appointment, and
- add an ad hoc service to a session when creating an individual client appointment.
Ad hoc services and recurring appointments
When editing existing recurring appointments to add ad hoc services, you'll have to add the services to each appointment in the series individually.
When creating a new recurring appointment and adding an ad hoc service, that service will be added to all the appointments in the series. If you only want to add the ad hoc service to one appointment in the series, it may be better to create the series and then edit the session record for that particular appointment.
NDIS services and ad hoc services
NDIS services cannot be set up as ad hoc services. This means you can't use ad hoc services to claim NDIS funding for things like travel, transport or short-term cancellations.