Add centre capital costs as a separate service item

This article explains how to add centre capital costs to a service agreement as a separate visible service agreement item.

Lumary enables providers to add centre capital costs to service agreements by adding an item for the support and drawing both the service delivery and centre capital costs from the balance of that item. However, some providers may prefer to monitor the centre capital costs as a separate item on the service agreement.

Users can add centre capital costs as a separate service agreement item when they're adding the item for the support. To make this option available, centre capital cost claiming must be set up on the:

• client's service agreement
• site where the service will be provided, and
• service.

The following table shows where to find and set the relevant fields.

* NDIS services are managed by Lumary to align to NDIS pricing arrangements. Users should avoid changing settings on these records.

Once the centre capital cost fields have been set up, you'll need to add the service agreement item for the support in the usual way. When you select the service, the Save & Add Centre Capital Cost button will appear at the bottom of the New Service Agreement Item form. To add centre capital costs as a separate item:

1. Select a service for a support that allows centre capital cost claiming under the NDIS pricing arrangements.
2. Fill out all of the service agreement item information.
3. Click on the Save & Add Centre Capital Cost button.

4. This will save your service agreement item and open another New Service Agreement Item form. This form will be populated with details of the centre capital cost service from the corresponding registration group.
5. Make any adjustments to align the centre capital cost service to the details of the support service. For example, make sure that the centre capital cost service's quantity and allocation is enough to cover the number of times the support will be provided.
6. Click on the Save button.

This process links the two service items so that when sessions or jobs are completed with a face-to-face component, the correct corresponding centre capital cost service item is charged. While you'll only be able to add the service for the support provided as a planned service, completing a session will generate SD records for both the face-to-face support and the centre capital cost.

* The following screenshots have been modified to show fewer columns.

Repeating this process for additional supports will create additional centre capital cost services linked to the originating service. The SAI number sequence shows which services are linked. If your service agreement lists the services out of order, click on the Name heading at the top of the column to sort them so that you can see the groupings.