Lumary AH - This article provides a checklist for making sure services are set up to appear in service agreements, appointments and the Service Delivery Entry screen.
There are several settings that affect the way services appear in Lumary AH. The following checklist shows:
- records you'll need to update or create
- key settings that affect whether a service is available, and
- links to articles that provide more detail.
| Record | Description | How to get there | Key fields | Required related records | Articles |
| Rate | The amount charged for the service. | App Launcher > Services > service record > Related tab |
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Add a rate | |
| Rate type | The type or purpose of the funding that determines the rate. | App Launcher > Reference Data > Rate Types list view > rate type record |
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Add a rate type | |
| Service | Service or support provided to a client. | App Launcher > Services > service record |
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Add a new service |
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Site Service/Program |
Links a service to the site that claims its funding or reports on its delivery. | App Launcher > Services > service record > Related tab |
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Link a service to a site | |
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Site |
The site that receives the funding for the service or reports on its delivery. |
App Launcher > |
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Support Category
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The group of services that includes this service. NDIS services are grouped into specific support categories. |
App Launcher > Reference Data > Support Category list view > support category record |
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