This article explains how to generate bulk import files for clients with Home Care Packages (HCP) funding for upload to the Aged Care Provider Portal (ACPP).
The functionality described in this article requires at least Lumary 19. It also requires the activation of home care package (HCP) features in your production environment.
HCP providers can upload bulk import files to the Aged Care Provider Portal (ACPP) in order to:
- submit invoice amount reports for multiple clients, and
- report unspent provider held Commonwealth amounts.
Before you begin...
To generate bulk import files, you'll need to have already generated an extract for an HCP monthly statement. If you're not sure how to do this, see the Generate an extract for HCP monthly statement and bulk import files article.
This article explains how to:
Find your monthly statement extract
To find an HCP monthly statement extract:
- Click on the Lumary Extracts tab. You may need to click on the More drop-down option to find it.
- Click on the Extract Type drop-down list.
- Select HCP Monthly Statement.
- If you've generated HCP monthly statements before, you'll see a reminder that re-running an extract could create duplicate journal entries.
- Scroll down to the Previous Extracts area.
- Click on an extract ID text link to open your extract.
Generate bulk import files
To generate bulk import files:
- Click on the Generate File button to create the bulk upload files. You may need to click on the drop-down arrow to find this button.
- This will launch a popup notification that the extract is currently being generated. Click on the Close button to close the notification.
- Refresh your browser. This will update the list of bulk upload files.
- Click on the Related tab on your extract (EXT) record.
- Scroll down to the Files section. The bulk upload files will appear as two CSV files:
- a bulk invoice for clients that had journal entries at that site, labelled HCP_Invoice_Amount_[Start Date MM-YYYY], and
- a report of the unspent provider held Commonwealth amounts for those clients, labelled HCP_Cth_Amount_[Start Date MM-YYYY].
- Click on a file name to download and open the file in a spreadsheet application (for example, Microsoft Excel or Google Sheets).
