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 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
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
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
- Get started with reports
- Working with reports
- View existing reports
- Share access to a report
- 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
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 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
- + Incident management
- + Report through DEX
- + NDIS group supports
- + Upcoming funding, compliance and regulatory changes
- + Onboard a client who has home care package (HCP) funding
- + Activities