Lumary AH - This article provides an overview of the key features of the mobile experience home page.
The Mobile Lumary Home page is essentially the clinician's mobile version of their My Day View on the desktop. It's a cut down version that clinicians can use to get access to their appointments, complete them, and view client information.
Required packages and permissions
Available with: Lumary AH 7.0 and later
Permission set: Lumary AH - Enhanced Mobile Experience
This article explains how and where to:
- change the date you're viewing
- open an appointment
- view navigation details
- view completed appointments, and
- view the appointment map.
Change the date you're viewing
On the Mobile Lumary Home page, the date defaults to the current day. You can change the date being viewed to the future or the past.
This lets you:
- preview appointments for the future and prepare notes for those appointments in advance, and
- view appointments in the past to update notes or complete appointments that have been missed.
To change the date:
- Tap on the date drop-down on the top-right corner of the welcome card.
- Use the calendar to locate and tap on the required date.
The home page should refresh to show appointments for the selected date.
Open an appointment
To open an appointment, tap on the title. This will take you to that appointment's page, where you can:
- view appointment details
- view and navigate to attending clients
- start and stop travel
- start and stop the appointment, and
- add/update case notes.
To find navigation details for an appointment, simply tap on the address on an appointment card.
This will open Google Maps where you can provide access to your location for more accurate navigation.
View completed appointments
Once appointments have been completed or cancelled, their status will be updated accordingly. The home page will hide those appointments.
To show or hide completed and/or cancelled appointments, tap on the Completed button.
View the appointment map
Need to see a map of where your day's appointments are located? Tap on the Map button to show or hide the map.
Find out more about how to manage appointments in the mobile experience.