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Report through DEX

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This section explains how to add information for DEX reporting.

  • 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
  • Add a service to a session for a client with DEX-reported funding
  • Add a DEX group activity case ID to a service delivered (SD) record
  • Create a service delivered record for a single client with DEX-reported funding
  • Set up a group session for DEX-reported funding
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