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General guidance and tutorials

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This section includes articles that cover day-to-day use of the system, challenging industry concepts and tutorials to help you get to know the system.

  • Introduction to home care package (HCP) funding in Lumary
  • Introduction to the home care package (HCP) funding journal
  • NDIS travel and transport overview
  • Personalise your experience
  • Introduction to accounts and contacts
  • Creating Accounts & Contacts
  • Participant transport under the NDIS
  • Record an incident from the incidents management list view

Report through DEX

  • Introduction to reporting through DEX using Lumary
  • DEX XML mapping to CM fields and objects
  • Set up a client for DEX reporting
  • Introduction to case structures and case ids for DEX reporting
  • Add a DEX group activity case ID to a service delivered (SD) record
See all 6 articles

NDIS group supports

  • Set up to claim NDIS group supports
  • Change an existing service agreement to allow NDIS group support service claiming
  • Change a scheduled service to the new NDIS group supports by editing a session record
  • NDIS support item codes for group supports
  • NDIS ratio group support codes that will be discontinued from 1 July 2023

Activity based transport

  • Introduction to activity-based transport for Lumary 15
  • Manage activity-based transport using sessions and the mobile app
  • Manage activity-based transport using service delivery entry
  • Manage activity-based transport using Skedulo and Lumary

Onboard a client who has home care package (HCP) funding

  • Introduction to HCP onboarding
  • Get started with the HCP onboarding process
  • Add an HCP client's story to their contact record
  • Prepare your client for HCP funding
  • Add assessments during HCP onboarding
See all 11 articles

Activities

  • Overview
  • Viewing Activities
  • Tracking Activities
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