System administration
Instructions for system administrators.
- Link a service to a site
- Load NDIS services and rates
- Manage automated SD record generation
- Match leave types for Lumary CM and Easy Employer
- Override NDIS travel limits
- Permission set object settings
- Prevent or allow telehealth claiming of an NDIS service
- Prevent users from editing extracted service delivered (SD) records
- Profile object settings
- Provide access to the SD Summary Report
- Resolve login issues
- Restrict mobile users from saving, sharing or printing files
- Review or remove jobs scheduled for automation
- Schedule a job to automate a business process
- Set a cancellation claims notice period
- Set a DEX case structure for a rate type
- Set a DEX case structure on a service
- Set a user's time zone so that their Lumary calendars display their local time
- Set claim statuses to include for Xero integration
- Set payment terms for Xero integration
- Set the case structure for individual or group-based DEX reporting
- Set the GST percentage for a GST code
- Set the minimum delay for session auto completion
- Set up a default centre capital cost option for service agreements
- Set up a profile so that the Sessions Calendar automatically refreshes
- Set up a user to access Transfer SD
- Set up automated incident ownership and notifications
- Set up tracking fields in Lumary CM to enhance reporting in Xero
- Transfer service delivered (SD) records to a new service agreement
- Update a custom client record page to access new or updated features