This article explains how to change several fields in the PMHC MDS Service Contact file that is generated when a PMHC MDS extract is run, to receive calculated inputs, rather than static values.
This functionality requires Lumary CM 20 minor release 3.
The flexibility of the Salesforce platform means that system administrators can add extra fields to extend some areas of functionality. We recommend that these types of changes be applied by system administrators with a good understanding of managing a Salesforce environment. If you’d like to engage Lumary to apply specific steps on your behalf, please reach out to our Customer Success team to request a quote.
When creating a PMHC MDS extract, the Service Contact file that is generated currently uses static values to populate the following fields:
- Final Service Within Episode of Care
- Client Participation Indicator
- Interpreter Present, and
- Total Client Contribution.
New fields can be added to the Service Delivered object to capture data to populate these fields in the Service Contact extract file.
This article includes:
The following instructions explain how to add any field to the page layout of an object. These steps can be applied to the fields and objects listed in the table at the end of the instructions.
To add a field to the page layout of an object:
- Click on the cog setup icon.
- Select Setup.
- Click on the Object Manager tab.
- Click in the Quick Find search field.
- Type the name of the object.
- Click on the text link of the object name.
- Select Page Layouts.
- Click on the text link of the page layout.
- Scroll down to the relevant section.
- Drag the field from the top palette and drop it in the location described in the Suggested Placement column in the table below.
Your placement of some fields may be different depending on your preferences and if your environment includes other customisations.
- Click on the Save button.
List of optional fields
The following table explains where to place a field on the page layout of an object to access additional functionality. It also lists the minimum version of Lumary CM required for the fields to work.
|Object||Page Layout||Section||Field||Suggested Placement||CM version|
|Service Delivered||Support Delivered v2 Layout||Service Delivered Details||Start Time||Below the PMHC MDS Venue Postcode field||20 minor release 3|
|Funding Source||Below the Start Time field||20 minor release 3|
|Last Service Delivery Of The Episode?||Below the Funding Source field||17 minor release 2|
|Client Participated?||Below the Last Service Delivery Of The Episode? field||17 minor release 2|
|Interpreter Present||Below the Client Participated? field||17 minor release 2|
|Client Contribution||Below the Interpreter Present field||17 minor release 2|
|Extract Item||PMHC MDS Service Contact||Extract Item Detail||Final Service Within Episode of Care?||Below the Cancellation Reason field||17 minor release 2|
|Client Participation Indicator||Below the Final Service Within Episode of Care? field||17 minor release 2|
|Interpreter Present||Below the Client Participation Indicator field||17 minor release 2|
|Total Client Contribution||Below the Interpreter Present field||17 minor release 2|
|Site||Accommodation Sites Layout||Information||Related Organisation Key||Below the Organisation Name field||17 minor release 2|
|Other Layout||Information||Related Organisation Key||Below the Organisation Name field||17 minor release 2|
|Contact||Worker Layout||Worker Information||PMHC Practitioner Category||Below the Worker Role field||17 minor release 2|
||Anywhere||20 minor release 3|
||Anywhere||20 minor release 3|
After you've applied these steps, you may also need to assign page layouts to your user's profiles to enable them to access these page layouts and fields.