Get started!

• Introduction to getting started
• Log in and verify your account
• Home page layout
• Search and browse
• Find your record in a list view
• Glossary of Luma-words

• + Personalise your experience

Capture client information

• Introduction to capturing client information
• Introduction to accounts and contacts
• Capture an enquiry
• Edit an enquiry
• Convert an enquiry to intake
• Create a new client record

• + Add client information
• + Create plans
• + Manage a home care package (HCP) funded client's information
• + Define and record restrictive practices

Set up service agreements

• Introduction to setting up service agreements
• Create an NDIS service agreement
• Create an HCP service agreement
• Create an individual grant service agreement
• Create a block service agreement
• Set up a service agreement for a program that reports through DEX

• + Manage fees and services for a client who has a home care package (HCP)

Create and track appointments

• Introduction to creating and tracking appointments and bookings using sessions
• Set your time zone so that your Lumary calendars display the correct time
• Use filters to make the Sessions Calendar easier to read
• Create an appointment in the calendar on a client's record
• Create an appointment for an individual client in the Sessions Calendar
• Add a client and workers to a session when creating an appointment from the client contact record calendar

• + Manage group appointments
• + Cancel appointments
• + Book and manage accommodation

Deliver services

• Introduction to service delivered records
• Find a service delivered record
• Create a service delivered record manually for a service agreement item
• Use ad hoc services for services without a service agreement
• Capture service delivery for a service not on an agreement
• Create a manual service delivered record in the past

• + Create travel and transport service delivered records

Claim funds

• Introduction to extracts, carts and claiming funds
• Manage financial extracts
• Unlink an extracted SD record for SD transfer

• + NDIS extracts and claiming
• + DEX extracts and claiming
• + DVA extracts and claiming
• + PMHC extracts and claiming
• + Home care package (HCP) claiming
• + NDIS pricing updates
• + Use the cart to manage invoicing and payments

NDIA Integration Module

• Get a client's NDIA details and plan information
• Create a service booking
• Amend a service booking
• Claim automatically from the NDIA
• Contact us about the NDIA Integration Module

Report and monitor progress and outcomes

• Overview
• Building Reports
• View existing reports
• Give a user access to reports
• Introduction to the SD Summary Report
• Monitor category overclaim progress on a service agreement

Manage workers

• Create a new worker record
• Add a worker’s role
• Set worker availability or unavailability
• Edit a worker record
• Assign a task to multiple users

• + Skedulo

Mobile apps

• Get started with the Lumary mobile app
• Download and install the Salesforce mobile app
• Accept or decline shifts
• Start a shift
• End a shift
• Track the amount of time spent at an appointment

• + Skedulo mobile app

System administration

• Activate flows on a user's account
• Activate Salesforce integration for mobile
• Activate shift acceptance for mobile app users
• Add a GST code
• Add a new rate to a service
• Add a new rate type

General guidance and tutorials

• Introduction to the Contract Insights dashboard
• Merged article
• Merged article

• + Incident management
• + Report through DEX
• + NDIS group supports
• + Upcoming funding, compliance and regulatory changes
• + Activity based transport
• + Onboard a client who has home care package (HCP) funding
• + Activities