- check client info - client details are checked at intake, and the latest plan details are stored on your client's record
- create service bookings - service bookings are automatically created with the NDIA when you create service agreements in Lumary
- amend service bookings - amendments to service bookings are also updated with the NDIA
- automated NDIA claims - claims from Lumary are processed from a single button click in Lumary, and
- NDIA notifications - trigger or subscribe to any or all notifications from the NDIA. These are received and acted on in Lumary.