Lumary Help Center home page
Community
Sign in
  1. Lumary
  2. Lumary CM
  3. Claim funds

Claim funds

Follow New articles New articles and comments

Create extracts and generate files for claiming funding and billing clients.

  • Introduction to extracts, carts and claiming funds
  • Manage financial extracts
  • Unlink an extracted SD record for SD transfer

NDIS extracts and claiming

  • NDIA API integration status
  • Create an NDIS extract
  • Process NDIS extract results files
  • Unlink errors from NDIS extract results file
  • Process NDIS extract remittance files
See all 10 articles

DEX extracts and claiming

  • Checklist for DEX extract and claim settings
  • Prepare a SCORE record
  • Create a DEX extract

DVA extracts and claiming

  • Create a DVA extract
  • Checklist for DVA extract and claim settings

PMHC extracts and claiming

  • Checklist for PMHC MDS extract and claim settings
  • Manage PMHC MDS extracts

Home care package (HCP) claiming

  • HCP pricing status
  • Add a client contribution to an HCP client's budget
  • Reconcile an HCP monthly statement extract
  • Introduction to home care package (HCP) funding in Lumary
  • Introduction to HCP extracts, statements and claims
See all 15 articles

NDIS pricing updates

  • Introduction to the NDIS pricing update process
  • NDIS pricing status
  • NDIS service changes for 1 July 2026 pricing
  • NDIS service changes for 24 November 2025 pricing
  • NDIS service changes for 1 July 2025 pricing
See all 16 articles

Use the cart to manage invoicing and payments

  • Use the cart to manage client invoices and payments
  • Cart and invoice automation
Lumary
Powered by Zendesk