General guidance and tutorials
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.
Incident management
Report through DEX
- Add a service to a session for a client with DEX-reported funding
- 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
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 January 2024
Upcoming funding, compliance and regulatory changes
Activity based transport
Onboard a client who has home care package (HCP) funding
- Generate a quote for an aged care client
- Add a custom quote template for aged care clients
- Introduction to HCP onboarding
- Get started with the HCP onboarding process
- Add an HCP client's story to their contact record
Activities
- Overview
- Viewing Activities
- Send an email to a contact
- Log a call to a client
- Add, view and edit tasks