This article lists fixes that have been included in minor releases following the last major release. It’s a live status page, so please keep checking back for updates. You might need to refresh your browser to see the latest version.
Please note that not all issues affect all environments. Some issues may be specific to individual implementations.
Applied fixes and updates |
Lumary 20 minor release 8 |
Available from 12 May 2023 Version: 20.116 We've applied the following additional fixes to this release so that:
Available from 2 May 2023 Version: 20.112 In this release we've included fixes and improvements to support: Disability providers Disability provider improvements:
Aged care providers We've added enhancements and new functionality to help aged care providers with:
Funding management We've introduced new functionality to allow providers to make automatic recurring client contributions, so that a client can add additional funding to their package to cover care and services. Users will also be able to schedule automatic service delivery on a planned service. If a client has recurring charges against their budget for consumables (for example, meal deliveries, continence aids) these can be captured as a planned service and set up as a recurring charge. This will generate a new service agreement item when the planned service is updated. Back to aged care provider links > Compliance standards We've enhanced the functionality around incident management to ensure that new incidents comply with the Serious Incident Response Scheme (SIRS) regulatory requirements. There's a new workflow for reporting and reviewing incidents and an incident management dashboard for reviewing data and trends related to incidents. We've added the ability to capture, store and evidence supporting and compliance documents completed by a client or external provider. Back to aged care provider links >Point-of-care capabilities We've introduced the following new functionality:
We've made improvements to:
Scalable acquisition of new clients We've added new functionality that gives users the ability to produce a quote at the point of engagement with a potential client, to increase the likelihood of securing HCP funding without the need to onboard a client and complete a full budget process workflow. This includes quote templates and the option to convert a quote into client onboarding, thus reducing duplication and saving time. We've also added the ability for providers to create and customise onboarding checklists for users to be able to follow as part of their client and employee journeys. Back to aged care provider links >Ongoing care recipient management We've introduced the following new functionality:
Service support through external suppliers We've added a new tool that gives providers centralised management and oversight of all third party suppliers' key information and compliance documents. To assist with brokerage, we've added the ability for a provider to issue an offer electronically and for an agency to accept an offer and advise the provider that it has been accepted. We've enhanced functionality around purchase orders to give providers the ability to initiate purchase requests for quotes and approvals prior to the creation of a purchase order. In addition, providers can now reserve funds for a purchase order before raising a service delivered record, which helps to prevent the allocated funds being used elsewhere during the procurement process. Back to aged care provider links >Permission set changes The Lumary - Aged Care permission set has been updated to provide access to the fields listed. |
Permission set | Object | Field | Permissions | Feature |
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Lumary - Aged Care | Client Possessions | Comments | Read, Edit | Company asset management |
Goal and Outcome | Read, Edit | Company asset management | ||
Purchase Order | Read, Edit | Company asset management | ||
Rental End Date | Read, Edit | Company asset management | ||
Rental Start Date | Read, Edit | Company asset management | ||
Rental Status | Read, Edit | Company asset management | ||
Returned Date | Read, Edit | Company asset management | ||
Lumary - Aged Care | Supporting Document | Account | Read, Edit | Supporting Documents |
Attached Files | Read, Edit | Supporting Documents | ||
Client | Read, Edit | Supporting Documents | ||
Document Date | Read, Edit | Supporting Documents | ||
Document Type | Read, Edit | Supporting Documents | ||
Funding Body | Read, Edit | Supporting Documents | ||
Review Date | Read, Edit | Supporting Documents | ||
Review Frequency | Read, Edit | Supporting Documents | ||
Status | Read, Edit | Supporting Documents | ||
Lumary - Aged Care | Supporting Document | Documents Attached | Read | Supporting Documents |
Supporting Document Name | Read | Supporting Documents | ||
Lumary - Aged Care | Supporting Document | Account SDoc | Read | External Suppliers |
Contact SDoc | Read | External Suppliers |
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Lumary 20 minor release 7 |
Date available: 15 March 2023 Version: 20.86 In this release, we've made improvements for:
Planned services and sessions Planned services and sessions improvements:
We’ve also fixed an issue where the service name was not displaying in the Item / Category list for block service agreement items. Beds Calendar Beds Calendar improvements:
NDIS extract NDIS extract improvements:
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:
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. Other fixes and improvements Other fixes and improvements:
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. We can also apply the client filter search improvement for middle names to the Service Delivery Entry screen. To get this improvement in your production environment, reach out to our Customer Success team. |
Lumary 20 minor release 6 |
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:
We've automated some processes that previously required manual adjustments to a client's journal. This applies to:
Other fixes and improvements mean that, when cloning a service agreement:
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Lumary 20 minor release 5 |
Date available: 26 January 2023 Version: 20.71 For this release, we've made fixes and improvements to support: 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. 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:
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:
Back to disability provider links > Other improvements Other fixes and improvements mean that:
Back to disability provider 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. |
Lumary 20 minor release 4 |
Date available: 21 December 2022 Version: 20.57 For this release, we've made fixes and improvements to support: For disability providers, we’ve made fixes and improvements to sessions, extracts, Xero integration and other functionality. Sessions fixes and improvements mean that:
Back to disability provider links > Extracts fixes and improvements mean that:
Back to disability provider links > Xero integration fixes and improvements mean that:
Back to disability provider links > Other fixes and improvements mean that:
Back to disability provider links > For aged care providers, we’ve made the following changes:
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Lumary 20 minor release 3 |
Date available: 1 December 2022 Version: 20.43 For aged care providers, we've:
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:
We've also updated the:
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. |
Permission set | Object | Permissions | Feature |
---|---|---|---|
Lumary - Advanced | Additional Workers | Read, Create, Edit, Delete | PMHC |
Collection Occasions | Read, Create, Edit, Delete | PMHC | |
Lumary - Basic | Additional Workers | Read, Create, Edit | PMHC |
Lumary - Standard | Additional Workers | Read, Create, Edit | PMHC |
Lumary - PMHC | Additional Workers | Read, Create, Edit | PMHC |
Collection Occasions | Read, Create, Edit | PMHC | |
Extract Items | Read | PMHC | |
Extracts | Read | PMHC | |
Planned Services | Read | PMHC | |
Services Delivered | Read | PMHC |
The following permission set has been updated to provide access to the field listed. |
Permission set | Object | Field | Permissions | Feature |
---|---|---|---|---|
Lumary - PMHC | Episodes | Intake Organisation Path | Read, Edit | PMHC |
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Lumary 20 minor release 2 |
Date available: 3 November 2022 Version: 20.3.9 For aged care providers, we've:
For disability providers, we've:
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Lumary 20 minor release 1 |
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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