Lumary PM - This article gives an overview of the participant screen in Lumary PM.
This article contains both a written and video overview of the Participant screen. Click here to view the video.
The participant screen displays information related to a participant known as a participant record. From this screen you can view or make changes to a participant record or access other types of record associated with the participant, such as plans or invoices. The participant screen is the starting point for many processes in Lumary PM. This article will give you an overview of the participant screen layout and what each section does.
Navigating to a participant record
You can navigate to a participant record by several methods. You can use the global search at the top of the page or click on the Participants tab and use the search filters provided. For more information, see search and browse in Lumary PM. You can also click on a participant's name anywhere in the system that it appears in blue text.
The top section of the participant record displays the participant's name and basic information, such as their NDIS number, birthdate, phone number and email address. There are also buttons to start a number of different processes.
The Invoices tab lists all invoices that relate to the participant.
You can filter the invoices displayed by clicking on Filter by Status and selecting a type of invoice status from the drop-down list. For example, if you only want to see invoices that have been submitted, select Submitted from the drop-down list. For more information, see invoice statuses explained.
The Plans tab lists any plans associated with the participant and displays basic information about each plan, such as the plan number and dates. To view more detailed information about a plan, click on the blue plan number link to open the plan record.
For more information, see plan screen overview. A participant's monthly statements can also be accessed from the plan record by clicking on the Statements tab. For more information, see access a participant's monthly statements from within Lumary PM.
The Associations tab lists anyone associated with the participant, such as family members, nominees or support coordinators. In Lumary PM, these people are known as Participant Contacts. From this tab, you can create a new participant contact or manage existing participant contacts.
Participant Information: Details and Consent Information
The Participant Information tab stores information about the participant and has two tabs, Details and Consent Information. The Details tab is usually displayed by default and stores detailed information about the participant. From here, you can view, enter or change information relating to the participant. To enter or change information, click on the pencil icon next to the field you wish to update, type into the field and then click on the Save button. Alternatively, you can click on the Edit button at the top of the screen to open an edit form.
The Consent Information tab allows you to record any consents provided by the participant to your organisation.
In the Files section, you can upload files such as PDFs, JPEGs and PNGs to the participant record. You can do this by dragging and dropping a file into this section, clicking on the Upload Files button or clicking on the down arrow and selecting Add Files.
The number of files that have been uploaded will appear in the heading within brackets. The files will be listed below the heading. You can view a file by clicking on the blue file name to open a preview. From there, you can download, share or delete the file.
In the Notes section, you can enter notes to be stored against the participant record. You do this by clicking on the down arrow and selecting New. The most recent notes will be displayed at the top and you can click on View All to see all the notes that have been entered. The number of notes that have been entered will appear in the heading within brackets. You can edit a note by clicking on the blue note subject. From there, you can edit, share or delete the note.
Activity: tasks and phone calls
The Activity section records tasks and phone calls related to the participant and has a tab for each.
On the New Task tab, you can create tasks that need to be done, such as a phone call to be made or correspondence to be sent. You can add attributes, such as a subject or due date, and assign the task to a team member.
On the Log a Call tab, you can record the details of a phone conversation or message relating to the participant.
As tasks are added and calls are logged, these will begin to build an activity timeline. Future dated activities will appear under the heading Upcoming & Overdue. Past activities will appear below, under the relevant month and year.