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Plan support and services

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Set up plans and agreements to support your clients and help them to achieve their goals.

  • Introduction to goal setting in Lumary AH
  • Create an allied health goal attainment plan
  • Add NDIS Plan goals to a goal attainment plan
  • Add service goals to a goal attainment plan

Set up and manage service agreements

  • Create an individual grant service agreement for allied health
  • Create an NDIS service agreement for allied health
  • Add a category to a service agreement for allied health
  • Add a service item to a service agreement for allied health
  • Generate an allied health service agreement
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