The Lumary 16.5 release is focused on providing new ways to claim group supports including the ability to apportion services between clients. It also includes changes to claiming centre capital costs and introduces the ability to include claim types when adding services to client sessions.
Find out more about the current status of Lumary releases.
The Lumary 16.5 release includes updates to:
- service agreements to introduce service line item delivery ratios
- sessions to introduce apportionment and scheduled delivery ratios
- support users to claim the new NDIS group supports
- centre capital costs claiming
- claim types, and
- permission sets.
Skedulo users, please see Skedulo's current release notes for an update on recent changes.
If you currently use group support services, don't forget to check out our articles on how to update your data to use the updated service line items.
Additional articles that were developed to support this release can be found in the Lumary 16.5 release section of the Help Centre.
|Service agreements: service line item delivery ratios|
A new field called Delivery Ratio has been added that will appear when you add a line item to a service agreement.
When adding a new line item to a service agreement, you'll now be required to define the Delivery Ratio, which is the ratio of workers to clients.
If you intend to deliver the service on a 1:1 basis, you'll only need to select the 1:1 option, which is selected by default.
If you intend to deliver the service as part of a group, you'll need to add multiple instances of the same service line item, with each individual line item having a different delivery ratio specified.
|Sessions: apportionment and scheduled delivery ratios|
This release included changes to sessions to support the introduction of apportionment functionality. These are explained in the sections below:
|Scheduled Delivery Ratio|
A new field called Scheduled Delivery Ratio has been added that will appear when you add a planned service to a session.
When creating a new appointment for an individual client session or a group session, you'll now be required to define the Scheduled Delivery Ratio, which will determine how the service is apportioned and service delivered (SD) records are generated when the session is completed.
|Change the apportionment of a service when completing a session record|
New functionality has been added so that when you complete a session through the session record, you'll have the ability to change how a service is apportioned. This allows users to make changes when the apportionment has changed between creating the session and completing it due to cancellations or to reflect the actual time spent by a worker with individual clients during a group session.
New articles have been created to explain how to:
A new Lumary Setting has been introduced to control whether apportionment is enabled in your environment.
By default, apportionment will be enabled in provider environments and users will have the ability to change the apportionment when completing a session through the session record.
System administrators can change apportionment settings in Lumary Settings.
New articles have been created to explain:
|Set up to claim the new NDIS group supports|
The new functionality added to service agreements, sessions and the Service Delivery Entry screen will support providers to set up and claim the new group support services introduced by the NDIA.
The new line items for group support services don't have delivery ratios built-in as part of the service, so users must define a delivery ratio for the service when adding line items to a service agreement or services to a session.
When delivering services through sessions or the Service Delivery Entry screen, you'll only be able to select services based on the service line items in the client's service agreement, unless the client has unrestricted categories.
Services can also be apportioned when delivering through the Service Delivery Entry screen.
New articles have been added to explain how to set up a service agreement to claim the new NDIS group supports and how to apportion group services through the service delivery entry screen.
|Centre capital cost claiming|
Previously, centre capital costs were automatically charged as part of services that occurred at a centre. With the release of L16.5, centre capital costs must be charged separately and can be given their own funding in client service agreements.
Centre capital costs will now create their own service delivered records when they're delivered.
|Allow centre capital cost claiming|
Providers can now allow centre capital cost claiming on client service agreements and on site records to claim centre capital costs. Lumary will update and maintain the relevant services to allow centre capital cost claiming as per the NDIA's pricing.
Claim types can now be set when a service is added to a client appointment in either an individual client's calendar or the Sessions Calendar so that the correct code is displayed on the NDIS extract.
These are all claim types allowed under the NDIS. Any service not being claimed against one of these claim types should be set to Face-to-Face. This is the default claim type in Lumary. When services with the Face-to-Face claim type are included in an extract, the claim type column will display as blank.
This does not include travel and transport as these are managed separately.
|Permission set changes|
|Permission sets: Service Agreement object|
The following access has been provided to users to add fields to the service agreement object to enable future functionality surrounding the allocation of funds in respect of a parent service agreement item.
|Lumary - Advanced||Apportionments||Parent Service Agreement Item||Read, Edit|
|Lumary - Standard||Apportionments||Parent Service Agreement Item||Read, Edit|
|Lumary - Rostering||Apportionments||Parent Service Agreement Item||Read, Edit|