Lumary 14 release notes

Providers can now transfer unclaimed service delivered (SD) records to a new service agreement. This feature is aimed at helping providers avoid claim rejections when a participant's NDIS plan is changed and there is a delay in the notification to the service provider.

The transfer process will indicate which SD records:

• will exceed the allocation limits of a service agreement when overclaim is not allowed, or
• have services or rates that cannot be transferred to the destination service agreement.

Users can also limit the list of SD records from the source service agreement to a specified date range.

To use this feature, a system administrator will need to enable service deliveries transfer in Lumary Settings. If you are using custom profiles, you'll need to give those profiles access to View Setup and Configuration in System Permissions. If you require assistance, please make a support request.

Find out how to transfer service delivered (SD) records.

Providers with a reporting obligation under the DEX Partnership Approach can now capture and extract SCORE reporting information. This includes the ability to capture client circumstance, goal and satisfaction SCOREs, which can then be extracted for DEX submission. Additional fields are added to client contact records to capture other information required to support these submissions.

This feature requires additional setup. It will only be introduced into your environment by request.

Providers accessing Department of Veteran Affairs (DVA) funding will now be able to generate service delivered (SD) records and claim for:

• consumables, and
• Rehabilitation Appliance Program (RAP) services.

This feature requires additional setup. It will only be introduced into your environment by request.

Workers for providers with a foul linen allowance can now use the mobile app to indicate when they have made a foul linen change during a shift.

This update will only be activated as needed. It requires:

• easyemployer integration, and
• workers to use the mobile app to record shifts.

Users can now specify a region when creating a session or manual service delivered (SD) record for NDIS travel. This will mean that they will see a warning if the claim exceeds NDIS limits.

These limits will not be applied when workers enter non-NDIS travel.

System administrators can use a Lumary Setting to override travel limits, which removes the warnings.

Users will now receive prompts to ensure greater control when updating sessions that are part of a recurring sequence. This will allow them to either change one booking, all bookings, or only bookings from the current session onward.

This update requires Sessions to be active in the org.

Find out how to apply a change to one or more recurring sessions.

Administrators can use a Lumary Setting to automatically set service delivered (SD) records generated from the Beds Calendar to Customer Approved. Once this is set, these records will be able to be included in NDIS extracts without requiring manual updates to the SD records.

We have also fixed some issues related to the generation of service delivered (SD) records from the Beds Calendar.

We've made refinements to improve the performance of data transfers between Lumary and the easyemployer application.

This update only affects orgs with an easyemployer integration.

Xero has recently increased their authentication requirement to OAuth 2.0. We have made the necessary changes to the system to meet this requirement.

This update only affects orgs with Xero integration.

We have made significant changes to improve the internal efficiency of our management of Extract functionality and updates.

Clients who use custom profiles will need to assign the permission set Lumary - Extracts to users who require access to extracts.

Lumary Extracts tab

The Enrite Care Extracts label has been replaced with Lumary Extracts. All of your existing extracts will be available under the Lumary Extracts tab. If you can't see this tab, you might need to access it from the App Launcher. To do this:

1. Click on the App Launcher.
2. Click in the Search apps and items... field.
3. Type Lumary Extracts.
4. Under Items, click on the Lumary Extracts text link.

If you use extracts a lot, you can add Lumary Extracts to your navigation bar by:

1. Click on the drop down arrow on the Lumary Extracts tab.
2. Select Add "Lumary Extracts" to Nav Bar.

Refresh the previous extracts list

We've made finding your extract more efficient with the addition of the Refresh List button. Once you create an extract, you can click on Refresh List to check whether it's been added to the Previous Extracts list. This will save you from re-entering the criteria for the extract that you've just created to find it on your list.

Minor bug fixes have been applied to resolve issues affecting:

• user permissions
• mobile Salesforce app integration
• the Sessions Calendar
• the Beds Calendar
• enquiries
• manual service delivered (SD) record creation
• the activity feed
• the funding management field on service agreements
• large Xero extracts
• easyemployer integration
• Skedulo integration, and
• Technology One integration.

Following the release of Lumary 13, there were several minor releases to address minor or urgent issues. These were applied to affected environments as they became available. The releases are listed in reverse date order, from most recent to earliest.

Version: 13.16.44
Date available: March 2020

This minor release includes the update to rates to support the March 2020 NDIS pricing. It also fixes:

• an issue where the NT/SA/TAS/WA set of December 2019 rates were being applied to service delivered records for service agreements that were using the ACT/NSW/QLD/VIC rates set, and
• an issue that caused the Session Autocomplete and Sync Worker Appointments from easyemployer batches to fail.

Version: 13.16.39
Date available: March 2020

This minor release provides improvements to integration log processing.

Version: 13.16.38
Date available: March 2020

This minor release fixes several issues that occurred as a result of changes to user settings introduced in the Salesforce Spring '20 Release. These included:

• the mobile app no longer showing the Salesforce app integration
• the Lumary Settings page being inaccessible to some users, and
• Visualforce pages displaying unexpected errors.

Version: 13.16.37
Date available: March 2020

This minor release fixes an issue with a DVA batch job where episodes were not being created for existing customers and palliative status service delivered records were not being created.

Version: 13.16.36
Date available: March 2020

This minor release provides improvements to integration log processing.

Version: 13.16.31
Date available: March 2020

This minor release fixes:

• an issue that caused an error to appear in some orgs when saving a service on a session
• help text not appearing on the Start Date Criteria and End Date Criteria fields on sessions, and
• a problem with amending service agreements with a Current status and no client approved date.

It also enables the bed allocations service delivery batch process to create service delivered records for past dates.

Version: 13.16.29
Date available: February 2020

This minor release fixes an issue where some service line items were not appearing when attempting to add them to draft service agreements.

Version: 13.16.26
Date available: January 2020

This minor release fixes an issue where some NDIS rates were appearing with a $0 value, preventing claiming for affected items.

Version: 13.16.25
Date available: January 2020

This minor release fixes:

• an issue where two support categories were appearing for Assistance with Daily Life due to a change in the formatting in the NDIS Price Guide and Support Catalogue, and
• errors that occurred on financial extracts for Technology One integrations.

Version: 13.16.18
Date available: January 2020

This minor release fixes an issue where travel service deliveries were not populating the Job Number field or the Worker field.

Version: 13.16.15
Date available: December 2019

This minor release changes the handling of expired service agreements. When a service agreement reaches its end date, the batch job now only sets it to expired if it has a status of current or rollover. It does not update other statuses.

Version: 13.16.14
Date available: December 2019

This minor release fixes:

• ServiceDeliveryFundingScheduleBatch generating the error "Too many SOQL queries: 201", and
• easyemployer integration generating duplicate shifts when shifts are amended.

It also supports the December 2019 NDIS pricing updates, which include:

• replacement of the term "respirator" with "ventilator" for support items
• additional support items for new dietitian services
• additional support items for Medium Term Accommodation, and
• updates to Short Term Accommodation items.

Version: 13.16.6
Date available: December 2019

This minor release fixes an issue where the Report Writing claim type was not appearing for service delivery entries when a service had the Requires Reporting checkbox field ticked.

Version: 13.16.3
Date available: November 2019

This minor release fixes an issue where some invoices were being sent to the wrong clients.

Version: 13.16.2
Date available: November 2019

This minor release fixes:

• activity feed failures when a task does not have a due date entered
• service delivery entry filters not filtering selections made in the Worker search field
• the generation of an error when editing service delivered records that have no rate attached, and
• total GST being overridden on service delivery (SD) records.

Version: 13.16
Date available: November 2019

This minor release fixes:

• ServicesDeliveredTrigger upon job completion generating an error
• inconsistency in the rounding calculation creating a discrepancy between the values recorded in service delivery records and financial extracts
• Non face-to-face (NF2F) claim type not always being available for selection when making a service delivery entry, even though the service has the option ticked
• overnight cart batching process putting NDIS funded and paid service delivery records into a cart
• the funding management field on service agreement categories showing NDIA for non-NDIA service agreements
• the activity feed listing duplicates of entries for some users, and
• travel service delivery records not being created for the Coordination of Supports category.