Lumary AH 8.0 release notes

Lumary AH - The Lumary AH 8.0 release includes improvements for viewing appointment information, flexibility of billing on appointments, flexibility of client processes and viewing files related to clients.

Available: 22 July 2024

This release includes improvements for viewing appointment information, flexibility of billing on appointments, flexibility of client processes and viewing files related to clients.

Appointment page changes include:

• all information on a single page (no more tabs),
• visual indicator of billing being added, and
• activity feed of actions taken on the appointment.

Flexibility in appointment and billing changes include:

• reset appointments,
• create Series and End and Create New series,
• no Show Cancellations - including travel to appointment, and
• new appointment completion interface.

Client processes changes include:

• manage multiple processes at once on a client, and
• merging duplicate clients.

Client Files changes include:

• view all files associated to clients and their related records.

The release also includes several bug fixes and other changes.

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All appointment information on a single page (no more tabs)

Once you opt-in for the new experience, we have updated the page layout to show appointment information in a clearer way. Rather than a mass of fields and a series of tabs with related lists, the page is now liniar and shows all information without the need to click through tabs.

A new appointment summary header section shows the appointment type along with the date and time, It also shows if the appointment is part of a series and how often that series is scheduled for. We then provide any written comments or employee messages and cancellation details (if the status is cancelled). Finally we show where the appointment is occuring. All this information was on the details tab previously and required scrolling to find and interpret.  

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Visual indicator of billing being added

If the appointment is billable, we have also added a badge onto the summary to indicate if billing has been added for all clients on the appointment.

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Activity feed of actions taken on the appointment

To make it clearer what and when certain activities occurred on the appointment, we have added an activity feed. This feed includes:

• Worker check in and out - including time and dates, 
• SMS notification to clients - when automated SMS notifications were sent to a client, 
• Worker travel - including time and distance travelled, 
• Billing creation - shows when service delivered records were created for the appointment, and
• Invoice details - shows when an invoice was generated for the appointment, including status of the invoice and remaining balances.

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Reset/Reinstate appointments

To provide better flexibility with billing on appointments and appointment management, we have removed the blockers to modifying appointments when they are in certain status', which should reduce effort for providers to correct errors.

• Reset Appointments - When appointments are Completed, In-Progress or Pending you can now take the appointment back to Rostered so you can change what is needed (service, modify times etc.) and then re-complete it.
• Reinstate Appointments - When appointments are accidentally cancelled, cancelled with the wrong details or the worker completed report writing during the cancelled appointment time -  you can now take the appointment back to Rostered status and make the required changes and either re-cancel it or complete it.

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Create Series and End and Create New series

After an appointment has been created, you can now more clearly turn that single appointment into an ongoing series.

After an appointment series has been created, we have now made it more clear how to end that series and create a new series pattern.

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No Show Cancellations - including travel to appointment

When a therapists arrives at a client's clients home or a client doesn't arrive for their in-clinic appointment, we now provide a quick an easy way to cancel the appointment, marked as a No Show and charge the client 100% of the appointment cost.

This action also allows for the capture of any travel time to the appointment to be captured and claimed in a single action. This is also available through the phone app for a worker. 

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New appointment completion interface

We have provided a refreshed interface for completing an appointment, with opt-in options for capturing details relating to travelling to and from the appointment.

A new permission has been added to allow users to automatically change the end time of a session to match their actual end time, when clients are being billed based on the scheduled time. This allows for greater billing accuracy when appointments go over time.

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Manage multiple processes at once on a client

No longer do you need to complete the process before starting a new one. This enable multiple clinical or functional processes to be added and tracked against a single client at once - such as an onboarding and a finance process, or a Physiotherapy and Occupational Therapy processes. This enables process templates to be more granular and less lengthy too.

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Merging duplicate clients

We have removed the restrictions of merging duplicates when services have been delivered against duplicate clients. This is achieved with our new duplicate merging tool.

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View all files associated to clients and their related records

No longer do you need to go hunting through related records to find the appropriate document or attachment. Now all files related to a client and their related records can be found and viewed in one central spot. When files are uploaded to a relevant record, such as a Service Agreement, Conenset, Assessment etc, these files show with their related categorisation, making it easy for identification.

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Bug fixes and other changes

The following bug fixes and changes are also included in this release:

• Previous Appointments address carrying to next appointment - We have fixed an issue were, when booking multiple appointments at once, when an appointment with no address is booked - such as telehealth - the previous appointments address would populate in the appointment.
• UTC date glitch preventing the selection of some service agreements - We have fixed a UTC date glitch preventing the selection of some service agreements during scheduling or manual service delivery on the start or end of the service agreement.
• Appointments with overlapping unavailability unable to be completed - We have fixed an issue which did not prompt the user when creating recurring appointments that they were not able to be created, in the appointment booking interface, when the worker has unavailability during the recurrence. We have also fixed an issue where appointments were subsequently blocked the completion of appointments where unavailability was added after the appointment was booked. These appointments can now be completed successfully.
• Behaviour of Concern QR Code error - We have fixed an issue where the QR code used for easily navigation to the external form to capture behaviour data was not loading appropriately.
• Cancelled Appointment Reasons - Non-group Appointments now adopt the clients cancellation reason instead of "insufficient client attendance" when they are cancelled.
• Cancelled Services Service Delivered Date - We have fixed when an appointment was booked for 9am and subsequently cancelled as billable, the Service Delivered had the previous date on it.
• Cancellation 2024/25 Rates - we have fixed an issue when a service cancelled after 1/7 and had a new rate was still being charged at the old rate.

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