Create and track appointments
This section explains how to use the sessions and beds calendars to create and track client 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 client contact record calendar
- 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
- Add a client and workers to a session when creating an appointment for an individual client in the Sessions Calendar
- Add a service to a session when creating an appointment for an individual client
- Add an ad hoc service to a session when creating an individual client appointment
- Add service types, set up recurrences and save the session when creating a client appointment
- Schedule planned travel or transport
- Add a service to an appointment
- Add an ad hoc service to an existing client appointment
- Assign a worker to an appointment using the client or sessions calendars
- Add a recurrence to use the same appointment for multiple sessions
- Apply a change to one or more recurring sessions
- Edit a planned service on an individual client session
- Introduction to completing sessions
- Claim travel costs by completing a Sessions Calendar appointment from a session record
- Claim activity based transport costs by completing a Sessions Calendar appointment from a session record
Manage group appointments
- Create an appointment for a group of clients in the Sessions Calendar
- Add client and worker attendees when creating a group appointment in the Sessions Calendar
- Add a service when creating a group appointment in the Sessions Calendar
- Add an ad hoc service when creating a group appointment in the Sessions Calendar
- Change the apportionment of a group-based service between clients when completing a session record
Cancel appointments
- Introduction to cancelling appointments
- Cancel an appointment from a client contact record calendar or the Sessions Calendar
- Cancel a client's appointment for NDIS claiming
- NDIS short notice cancellation requirements
- Review a client's number of NDIS cancellations
Book and manage accommodation
- Introduction to booking and managing accommodation
- Create a respite bed
- Create a supported accommodation bed
- Book a bed
- Add a service to a bed booking