Lumary CM
Manage and use Lumary’s Care Management (CM) web and mobile apps.
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
Capture client information
- Introduction to capturing client information
- Introduction to accounts and contacts
- Capture an enquiry
- Edit an enquiry
- Convert an enquiry into an intake record
- 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
- Add a CHSP funded client to a block service agreement
- Create an NDIS service agreement
- Create an HCP service agreement
- Create an individual grant service agreement
- Create a block service agreement
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 client contact record calendar
- 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
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
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
Report and monitor progress and outcomes
- Add a case note for an aged care client
- Add a custom case note template for aged care clients
- Review and update an incident for an aged care client
- Report an incident for an aged care client
- Overview
- Building Reports
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
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
System administration
- 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
- Add a new service
General guidance and tutorials
- + Incident management
- + Report through DEX
- + NDIS group supports
- + Activity based transport
- + Onboard a client who has home care package (HCP) funding
- + Activities