Get started!

• Log into Lumary AH and verify your account
• Resolve Lumary AH login issues
• Lumary AH navbars
• Find your allied health record in a list view
• Glossary of Lum-AH-words
• Reset allied health hints and tips

• + Process overviews

Manage your day and clients

• Introduction to your My Day View
• Review your allied health client case list
• Report an allied health incident

Capture client information

• Managing duplicate allied health clients
• Processes tab on an allied health client's record
• Lumary AH accounts and contacts
• Capture an allied health enquiry
• Capture an allied health referral
• Create an allied health client record

• + Add care information

Plan support and services

• Introduction to goal setting in Lumary AH
• Create an allied health goal attainment plan
• Add NDIS Plan goals to a goal attainment plan
• Add service goals to a goal attainment plan
• Manage an allied health goal attainment plan review

• + Set up and manage service agreements

Manage your clinic (site)

• Adding unavailability in bulk for allied health workers at a clinic (site)
• Viewing available assets at a clinic (site)
• Manage clients for an allied health clinic (site)
• Manage Appointments for an allied health clinic (site)
• Link workers to an allied health clinic (site)
• Create and manage an allied health clinic (site)

Manage workers

• Add Unavailability for a single allied health worker
• Processes tab on an allied health worker's record
• Create an allied health worker record
• Add a process to an allied health worker's record
• Remove a process from an allied health worker’s record
• Add regions to an allied health worker record

Schedule services

• Quick-add non-billable time to your calendar in allied health

• + Get to know Lumary AH calendars
• + Manage availability
• + Schedule appointments
• + Manage appointment information

Capture service delivery and outcomes

• Complete an allied health appointment
• Add a case note to an allied health client record
• Add a case note to an allied health appointment
• Update a case note on an allied health appointment
• Fill in common case note sections
• Manage and update allied health goals

• + Review allied health service delivery

Claim and invoice funds

• Adding a refund to an allied health payment
• Generate bulk invoices for allied health clients
• Generate an invoice from an allied health client's appointment
• Generate an invoice from an allied health site
• Add an ad hoc service to an allied health invoice
• Generate and send an allied health invoice PDF

• + Bank statement consumption and automated payment generation
• + Claim NDIS funding

Mobile experience

• Get started with the allied health mobile experience
• Mobile home page layout in allied health
• Manage appointments in the allied health mobile experience

System administration

• Add a new rate type for allied health
• Add a new service for allied health
• Add a rate to a service for allied health
• Add a task group or subtask to an allied health process template
• Add potential billable services for allied health appointments
• Allow allied health SD records to be created before client approval

• + Data migration

Lumary AH releases

• Lumary AH Minor 12.1 release notes
• Lumary AH 12.0 release notes
• Lumary AH Minor Release 11.2
• Lumary AH Minor Release 11.1
• Lumary AH 11.0 release notes
• Lumary AH 10.0 release notes

Lumary AH support

• + Get started with Lumary AH support!

General guidance and tutorials

• + Upcoming funding, compliance and regulatory changes