Get started!

• Log into Lumary AH and verify your account
• Resolve Lumary AH login issues
• 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

• Lumary AH accounts and contacts
• Capture an allied health enquiry
• Capture an allied health referral
• Create an allied health client record
• Add a process to an allied health client’s record
• Remove a process from an allied health client's record

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

• + Set up and manage service agreements

Manage workers

• 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
• Add accreditations to an allied health worker record
• Set up allied health worker tags

Schedule services

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

Capture service delivery and outcomes

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

Claim and invoice funds

• + Claim NDIS funding

System administration

• Add a new rate to a service for allied health
• Add a new rate type for allied health
• Create a new allied health user