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System administration

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Instructions for system administrators.

  • 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
  • Add additional PMHC MDS extract fields and files
  • Add DEX-reportable fields to object field sets
  • Add or remove fields from the Client Summary PDF
  • Add shift messages to the Lumary desktop app
  • Allow the transfer of extracted SD records
  • Allow users to apply for leave using the Salesforce mobile app
  • Assign a permission set to multiple users
  • Assign a profile to an existing user
  • Assign permission sets
  • Automate regular HCP processes
  • Automate the creation of client contacts and general contact records from enquiries
  • Automatically apply new rates
  • Automatically apply updated NDIS rates
  • Change the default rates for NDIS activity based transport and non-labour travel
  • Check the status of a scheduled automated process
  • Control the scheduling of appointments when a worker is unavailable
  • Create a multi-factor authentication (MFA) permission set
  • Create a new service general ledger (GL) code for DVA extracts
  • Create a new user
  • Create a site
  • Enable ad hoc services in sessions
  • Enable apportionment of primary services
  • Enable claiming for cancellation, non face-to-face activities, travel and/or NDIA reporting
  • Enable funding management selection at the line item level of NDIS-funded service agreements
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