The Lumary 15 release will include improvements for the Sessions Calendar, transfer SD and mobile users. It will also introduce the ELDAC dashboard and include fixes to improve the Lumary experience.
Development in Lumary 15 has focused on:
We've also added improvements and fixes for:
Following the release of Lumary 14, there were several minor releases to fix minor or urgent issues. These are summarised under minor releases.
Based on feedback, we’ve made several improvements to the user experience in Sessions. We’ve given interfaces and navigation an overhaul to improve efficiency and reduce the risk of errors. One of the biggest changes is the introduction of a wizard for new sessions. Other improvements include navigation refinements, the ability to modify past sessions and minor fixes.
We've also improved the process for adding appointments to the calendar on the client's contact record. Find out how to create an appointment for an individual client with the new client Calendar.
|New Session wizard
The New Session wizard replaces the popup form previously used for scheduling on the Sessions Calendar. Unlike the form, the wizard is integrated into the calendar view, allowing rosterers to schedule sessions while still being able to view appointments on the calendar. This change is based on requests from several customers to help improve the user experience.
While integrating the wizard, we’ve made several additional enhancements. To help users to avoid missing key steps in the process, we’ve:
Additional logic has been built into the wizard to prevent overclaiming.
Due to space limitations, the wizard will continue to appear as a popup when viewed on the client contact record or the worker contact record.
This release also introduces the Worker View option, which will be the default view for rosterers. As well as displaying sessions on the daily, weekly or monthly grids, users can now view the Sessions Calendar by worker.
A toggle allows the user to show or hide workers who currently have no scheduled appointments.
Other navigation improvements include:
|Modify past sessions
A setting has been added to enable users to create, edit and delete sessions in the past. However, to avoid potential issues this feature is not currently available in environments with external rostering integrations, such as Skedulo or easyemployer.
Find out how to enable sessions in the past.
Additional fixes have been applied to resolve issues that have been raised so that:
We’ve upgraded the transfer feature for service delivered (SD) records. To improve the efficiency and flexibility of the transfer process:
To access Transfer SD, a system administrator will need to enable service deliveries transfer in Lumary Settings.
|Extend Transfer SD to other users
Previously, only system administrators could access the Transfer SD feature. This can now be extended to users with other profiles via the Allow SD Transfers permission set.
Find out how to set up a user to access Transfer SD.
|Allow the transfer of extracted SD records
Extracted SD records can now also be transferred. To access this additional functionality, a system administrator will need to deactivate the Prevent Delivered Record Modification setting.
Find out how to allow the transfer of extracted SD records.
|Lumary mobile app
To support Lumary mobile app users, we’ve made changes to improve:
Based on user feedback, we’ve also focused on fixing and resolving issues to improve stability, flexibility and efficiency.
|Salesforce mobile app integration
Salesforce mobile app integration was previously supported by a floating navigation bar that provided additional navigation shortcuts, such as adding a case note or cancelling a session. Due to multiple issues, this element has been removed to improve the stability of the integration. Case notes and alerts will be available as options under the client’s contact record, while sessions can be cancelled from the Lumary mobile app.
Users can access the Lumary mobile app launcher from within the Salesforce mobile app by clicking on the Lumary icon at the bottom of the screen.
|Travel and transport
We’ve improved the accuracy and stability of claiming travel and transport within a single session. This logic is applied when tracking the transport of an individual or group of clients.
We’ve improved accessibility for colourblind users. The red and green background colours on the travel and appointments buttons have been changed to align to WCAG accessibility standards.
The team has put a lot of work into improving the Lumary mobile app’s stability and compatibility with iOs and Android across a range of handsets. Additional fixes have been applied so that:
Issues no longer cause the app to crash when:
This release introduces the End of Life Directions for Aged Care (ELDAC) dashboard. The ELDAC Digital Dashboard combines several dashboards and reports to present End of Life Directions for Aged Care (ELDAC) information for providers applying the ELDAC model.
To get access to the ELDAC dashboard in Lumary, reach out to the Lumary Customer Success Team.
|Additional improvements and fixes
This release also includes improvements to:
|Travel and transport SD record synchronisation
We've improved the behaviour of child travel and transport SD records in relation to their parent SD record. This affects the type of records where a service is delivered and separate travel and/or transport records are generated.
Changes made in the parent record are now consistently reflected in the child records. This includes deletion. Users should be aware that deleting the parent record will remove the associated travel and/or transport records.
|Skedulo mobile app travel and transport tracking
We’ve improved the accuracy and stability of claiming travel and transport for the same job when using the Skedulo mobile app. This information is entered in the Log Billable Travel field under the job.
Xero extracts have been updated to include service type and claim type descriptions for invoices. This helps participants and their nominees to identify charges for different types of claims against the same service, such as travel, transport and cancellations.
Users can also choose to send separate invoices for each client or participant of a plan manager or nominee. By default, the system groups all of a plan manager or nominee's clients onto a single invoice. By enabling Generate separate client invoices in Lumary Settings, separate invoices can be generated for each client or participant. This setting is only available for environments with Xero integration.
Following the release of Lumary 14, 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:
The known issues links provide more information where necessary.
Following minor release 3 and the EE update in August, additional fixes were applied so that:
|EE Fix - August 2020
A change associated with Salesforce's Summer 20 release caused an issue with the creation of the EasyEmployerHandler class. A fix has been applied to all production environments with easyemployer integrations. (known issue)
|Minor release 3 - August 2020
Fixes were applied in minor release 3 so that:
|Minor release 2 - July 2020
Fixes were applied in minor release 2 so that:
|Minor release 1 - June 2020
This minor release included changes to support the release of the NDIS Pricing Guide and Support Catalogue. You can find out more about NDIS pricing changes on the NDIS pricing status page.
Fixes were applied so that: