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  2. Lumary AH
  3. System administration

System administration

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Manage and maintain your Lumary AH environment.

  • Add a new rate type for allied health
  • Add a new service for allied health
  • Add a rate to a service for allied health
  • Add a task group or subtask to an allied health process template
  • Add potential billable services for allied health appointments
  • Allow allied health SD records to be created before client approval
  • Assign a permission set to multiple allied health users
  • Assign permission sets to an allied health user
  • Avoid issues with Salesforce configuration and settings
  • Checklist for setting up a service for allied health
  • Create a custom cancellation reason for allied health
  • Create a letter template for allied health
  • Create a new allied health user
  • Create a session type for allied health appointments
  • Create an allied health process template
  • Link a service to a site for allied health
  • Link a site to multiple services for allied health
  • Manage Lumary AH settings
  • Permission set summary for allied health

Data migration

  • Lumary AH data migration process
  • Manual data migration for allied health
  • Glossary of data migration terms for allied health
  • Data migration FAQ for allied health
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