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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 the Contract Insights dashboard

Incident management

  • Record an incident
  • Record an incident from the incidents management list view
  • Capture feedback

Report through DEX

  • Introduction to reporting through DEX using Lumary
  • Introduction to case structures and case ids for DEX reporting
  • DEX XML mapping to CM fields and objects
  • Managing an Outlet Activity for DEX-reported funding
  • Set up a client for DEX reporting
See all 9 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 discontinued from 1 January 2024

Upcoming funding, compliance and regulatory changes

  • NDIS - PACE transition updates
  • NDIS - Funding Periods

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
See all 13 articles

Activities

  • Overview
  • Viewing Activities
  • Send an email to a contact
  • Log a call to a client
  • Add, view and edit tasks
See all 6 articles
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