CM minor releases

Date available: 15 March 2023

Version: 20.86

In this release, we've made improvements for:

• planned services and sessions
• Beds Calendar
• NDIS extract
• non-labour costs (expenses), and
• other functionality.

Planned services and sessions

Planned services and sessions improvements:

• geolocation will now populate on all sessions within a recurrence
• adding a recurrence to a session now validates that all session dates in the series are within the date range of the line item’s schedule start date and schedule end date
• deleting a session within a recurrence will no longer display an error, and
• when adding a planned service to a session, options in the Item / Category drop-down list will be easier to identify due to the addition of the site and program to the options shown in the list.

We’ve also fixed an issue where the service name was not displaying in the Item / Category list for block service agreement items.

Back to release 7 links >

Beds Calendar

Beds Calendar improvements:

• when adding a bed allocation, the list of available clients now excludes those with a status of Deceased or Inactive
• when adding a planned service to a bed allocation, the Default Beds Calendar Billing Method value in Lumary Settings is now populating the Billing Method on the planned service, and
• options in the Site and Exclude Inactive Sites filters consistently refresh when changing selections.

Back to release 7 links >

NDIS extract

NDIS extract improvements:

• when generating NDIS extracts you can now filter SD records by site, client and/or service agreement, and
• the Process button in the NDIS extract’s Process Result File window will now prevent multiple clicks.

Back to release 7 links >

Non-labour costs (expenses)

Non-labour cost improvements mean that users can now record and bill non-labour costs (expenses) without charging for travel time or travel kms. Users can access this improvement by entering zero values for Total Travel Time or Total Distance Travelled when:

• creating manual service delivered (SD) records
• using the session complete wizard, or
• completing Skedulo jobs.

This also applies to transport-related non-labour costs. To access this improvement for transport services, users must enter zero values for Total Time Transporting Client or Total Distance Transporting Client.

Back to release 7 links >

Other fixes and improvements

Other fixes and improvements:

• viewing case notes on sessions no longer displays an error
• the services available for selection when creating or editing a service agreement item are now filtered based on whether the site/service program is expired, and
• when creating manual SD records, the Save button is now available once all mandatory fields are completed.

Searching for clients has been improved so that middle names are considered when filtering in the Beds Calendar, and creating or adding clients to sessions.

Back to release 7 links >

Date available: 20 February 2023

Version: 20.76

Aged care providers

For this release, we've made fixes and improvements to support aged care providers. This includes changes to processes around HCP monthly statement extracts, HCP funding level updates and income tested care fee rates.

We've implemented functionality to enable you to reconcile an HCP monthly statement extract by uploading a payment statement file from Services Australia. This can help you to identify:

• any clients within the payment summary that can't be found against the extract, and
• discrepancies in the data from the unspent fund balances.

We've automated some processes that previously required manual adjustments to a client's journal. This applies to:

• updating an HCP client's funding level (for example, Level 2 to Level 3), and
• updating a client's income tested care fee where there is a change in rates and a delay from Services Australia requiring backdated adjustments.

Other fixes and improvements mean that, when cloning a service agreement:

• any funding source items included in the cloned agreement will have their start dates updated to match the service agreement start date, and
• you won't encounter an error message if the start date is in the past or future (after the original service agreement).

Date available: 26 January 2023

Version: 20.71

For this release, we've made fixes and improvements to support:

• service agreements
• disability providers, and
• aged care providers.

Service agreements

We’ve fixed a service agreement issue for both aged care and disability providers. Previously, the end dates for any service agreement items were being overridden when the service agreement end date was updated. The service agreement item is now only updated when its end date falls after the new service agreement end date. This also applies when the service agreement item start date is before the new service agreement start date.

Back to release 5 links >

Disability providers

For disability providers, we’ve made fixes and improvements to planned services, Xero integration, service delivered (SD) client acceptance and other functionality.

Planned services

When adding a planned service to a session, fixes and improvements mean that:

• all matching services are available for selection using the scrollbar, making searching more user friendly
• the revised order of the Item / Category field will streamline the process, and
• options in the Item / Category drop-down list will be easier to identify due to the addition of the service agreement item number and service name to the options shown in the list.

When adding a planned service to a session, the schedule start date and schedule end date are now considered as the start and end date of the service agreement item. This means that users can only add a planned service if the session falls within these dates.

Back to disability provider links >

Xero integration

Xero integration improvements mean that providers can now use the Tracking Category Name and Tracking Category Option fields on site/services programs records in Lumary CM to enhance reporting in Xero. If these fields are not available in your production environment, reach out to our Customer Success team.

Back to disability provider links >

Service delivered (SD) client acceptance

SD client acceptance improvements mean that:

• removing the Client/Rep Accepted tick from SD records in the Service Delivery Entry screen will now also clear the Client/Rep Accepted Date field
• providers can apply the new Create All New SD records As Client/Rep Accepted Lumary setting to automatically tick the Client/Rep Accepted field and populate the Client/Rep Accepted Date field when new SD records are created, and
• the Automated SDRs are Customer Approved Lumary setting has been renamed Create New Automated SD records As Client/Rep Accepted with additional help text for clarity and consistency with the new setting.

Back to disability provider links >

Other improvements

Other fixes and improvements mean that:

• when Substitute New NDIS Rates is enabled, rates will now be substituted on relevant SD records where service delivery was before the service agreement item rate’s date
• contacts are now filtered to only allow selection of client type records when adding clients to sessions, and
• when sessions are deleted, the associated shift records are also deleted.

Back to disability provider links >

Back to release 5 links >

Aged care providers

For aged care providers, the funding source end date will now always be automatically updated when the service agreement end date is updated. This means that the funding source and service agreement end dates will stay in sync, and ensures that future calculations in the case of discharge and package upgrades are calculated with consideration of the end date.

Back to release 5 links >

Date available: 21 December 2022

Version: 20.57

For this release, we've made fixes and improvements to support:

• disability providers, and
• aged care providers.

For disability providers, we’ve made fixes and improvements to sessions, extracts, Xero integration and other functionality.

Sessions fixes and improvements mean that:

• when service delivered (SD) records are generated by completing sessions, the SD record date will use the session's scheduled start date instead of the date the session was completed in the system
• SD records generated from sessions with one worker no longer intermittently leave the Worker field blank
• SD records generated from sessions no longer intermittently omit the link from the SD to the session record. This means these SDs will now appear under the Invoicing and Payments tab on the session record.
• inactive workers are no longer available for selection within sessions, and
• after deleting multiple sessions within a recurrence using the This And All Following Sessions or All Sessions in Series options, users will now be taken to the Sessions tab’s list view, instead of the Sessions Calendar. This is consistent with the system's behaviour when the user deletes a single session.

Back to disability provider links >

Extracts fixes and improvements mean that:

• on the Lumary Extracts page, the Refresh List button always displays, and
• when generating NDIS extract files, the filename will include a timestamp (NDIS_yyyyMMdd_hhmmss.csv) so that when multiple NDIS extracts are generated for the same date, the filenames are different. This is to assist customers who load multiple PRODA files in a day.

Back to disability provider links >

Xero integration fixes and improvements mean that:

• for NDIS compliance, the Xero Description field now includes the client's NDIS Number if it's available
• the GL Code field on site service/program records will now accept non-numeric codes, and
• the Xero interface can now send non-numeric GL codes.

Back to disability provider links >

Other fixes and improvements mean that:

• the Program field now consistently populates on SD records when the associated service agreement item has a program defined
• client appointments attached to expired service agreements can now be cancelled. Please note that no cancellation SD records can be generated if the client appointment is outside of the service agreement date range, and
• if a Skedulo job is re-completed and the job service item has an associated SD record, the system will now prevent the creation of duplicate SD records.

Back to disability provider links >

For aged care providers, we’ve made the following changes:

• fixed an issue where the daily fixed cost batch job was failing overnight for providers with a high volume of care and package management fees
• set the HCP service agreement end date to be one day less than the cessation date for a discharge so that subsidies are no longer being charged on the cessation date
• updated the text in the Utilisation of Unspent Funds section of the Projected Balance screen so that it displays correctly according to whether the available funds are being under- or over-utilised
• made changes to the funding source leave thresholds so that they are now being updated immediately after the deletion of the client leave record
• addressed an issue where the funding source leave thresholds were being incorrectly updated when the client leave was updated without an update to the start or end date
• amended the Reported Commonwealth Amount CSV file so that it no longer includes clients who entered care with a provider after the 1st of September 2021, and
• updated the functionality of the projected balance so that it now calculates the predicted balance with any expected leave impact based on any future leave.

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Date available: 1 December 2022

Version: 20.43

For aged care providers, we've:

• provided a new way of visualising HCP clients' data by introducing a dashboard to show current and projected package balances. This dashboard allows you to view a client's budget and gain insights into how, where and when their funds are being spent, in order to optimise package management
• fixed an issue so that when there are two rates with a record type of 'Other' active at the same time and Automatic rollover / Substitute Other Rates is enabled, the service delivered (SD) record is created using the rate with the latest start date, and
• fixed an issue with Skedulo integration so that when a scheduler cancels a rostered job for an HCP service, a service delivered (SD) record will only be created if the cancellation falls within the service provider's notification period.

For disability providers, we've updated PMHC-MDS functionality so that it is compliant with version 4 reporting. These changes have only been applied to the environments of providers who use PMHC-MDS functionality.

The changes include the ability to:

• capture an intake episode
• capture an Initial Assessment and Referral Support Tool (IAR-DST) assessment
• capture a Strengths and Difficulties Questionnaire (SDQ) assessment, and
• associate multiple practitioners (workers) with a single service delivered (SD) record.

We've also updated the:

• SD record with new Start Time and Funding Source fields to capture new required information, and
• PMHC-MDS extract to meet version 4 compliance requirements.

We recommend providers refer to the Australian Government Department of Health’s documentation to understand the PMHC-MDS data specification changes.

We've also added a new Lumary - PMHC permission set to support these changes.

The following permission sets have been updated to provide access to the objects listed.

Date available: 3 November 2022

Version: 20.3.9

For aged care providers, we've:

• updated the Level 4 rates for the Dementia and Cognition Supplement and the Veterans' Supplement, and
• included a filter for Agency / Other on the Planned Service component of the HCP Goal Achievement Plan so that service providers can use Lumary to plan and deliver care with brokered supports.

For disability providers, we've:

• updated the Easy Employer and Lumary CM integration logic to improve support for leave requests. We recommend that a system administrator check to make sure that the leave types match in both systems.
• fixed an issue where editing a service agreement item for agreements with multiple sites  automatically changed the site setting, and
• improved the filtering of automated cart processing to only include service delivered (SD) records that are ready for invoicing.

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Date available: 11 October 2022

Version: 20.3.4

This minor release addresses an issue discovered in UAT. Users with easyemployer enabled and large numbers of records will no longer experience a component error when adding a planned service to a session.

It also includes updates to rates and services to support the NDIS Pricing Arrangements and Price Limits and Support Catalogue - effective 1 October 2022.

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