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https://support.lumary.com/hc/en-us/articles/360030886152-Create-a-site 2026-03-10T23:16:44Z https://support.lumary.com/hc/en-us/articles/360030961392-Add-a-new-rate-to-a-service 2024-08-22T14:29:37Z https://support.lumary.com/hc/en-us/articles/360030963632-Help-and-training-resources-for-managing-the-system 2025-12-10T01:26:00Z https://support.lumary.com/hc/en-us/articles/360031027311-Add-a-GST-code 2024-08-22T12:55:29Z https://support.lumary.com/hc/en-us/articles/360031097732-Create-a-DEX-extract 2026-02-11T23:31:15Z https://support.lumary.com/hc/en-us/articles/360031102331-Edit-an-existing-NDIS-individual-grant-or-other-service-agreement 2024-08-22T13:31:43Z https://support.lumary.com/hc/en-us/articles/360031137472-Set-up-a-group-session-for-DEX-reported-funding 2025-06-24T07:13:29Z https://support.lumary.com/hc/en-us/articles/360031262491-Profile-object-settings 2022-10-11T00:56:10Z 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https://support.lumary.com/hc/en-us/articles/900000433423-Introduction-to-service-delivered-records 2024-08-22T13:02:37Z https://support.lumary.com/hc/en-us/articles/900000545146-Lumary-14-release-notes 2025-07-28T07:24:51Z https://support.lumary.com/hc/en-us/articles/900000667123-Log-into-the-Help-Centre-to-access-support 2023-09-16T18:44:07Z https://support.lumary.com/hc/en-us/articles/900000700823-Enable-service-deliveries-transfer 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/900000817663-Start-a-shift 2025-05-21T00:39:51Z https://support.lumary.com/hc/en-us/articles/900000824446-End-a-shift 2025-05-21T00:39:51Z https://support.lumary.com/hc/en-us/articles/900000904743-Transfer-service-delivered-SD-records-to-a-new-service-agreement 2025-02-09T20:00:01Z https://support.lumary.com/hc/en-us/articles/900001283146-Permission-set-object-settings 2025-07-17T23:13:28Z https://support.lumary.com/hc/en-us/articles/900001321926-Delete-a-photo-from-a-client-s-contact-record 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/900001472463-Claim-supported-independent-living-SIL-items-using-July-2020-21-pricing 2025-11-18T23:56:54Z https://support.lumary.com/hc/en-us/articles/900001579863-Grant-users-with-an-advanced-profile-access-to-Lumary-settings 2024-08-22T12:47:25Z https://support.lumary.com/hc/en-us/articles/900001940303-Record-a-client-s-signed-approval 2024-08-22T14:21:51Z https://support.lumary.com/hc/en-us/articles/900001971286-Introduction-to-the-release-process 2024-08-26T07:25:23Z https://support.lumary.com/hc/en-us/articles/900001974983-Lumary-CM-release-cycle 2024-10-23T05:16:05Z https://support.lumary.com/hc/en-us/articles/900001975643-Raise-a-release-issue 2024-08-26T07:25:23Z https://support.lumary.com/hc/en-us/articles/900001975963-Lumary-CM-release-status 2026-03-30T04:19:56Z https://support.lumary.com/hc/en-us/articles/900001980143-Test-a-new-release-in-your-sandbox 2024-08-26T07:25:23Z https://support.lumary.com/hc/en-us/articles/900002047903-Lumary-15-release-notes 2025-07-28T07:23:12Z https://support.lumary.com/hc/en-us/articles/900002180803-Set-up-a-user-to-access-Transfer-SD 2024-08-22T14:21:51Z https://support.lumary.com/hc/en-us/articles/900002196146-Allow-the-transfer-of-extracted-SD-records 2024-11-19T00:59:20Z https://support.lumary.com/hc/en-us/articles/900002234886-Enable-sessions-in-the-past 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/900002553263-NDIA-API-integration-status 2024-10-11T03:49:39Z https://support.lumary.com/hc/en-us/articles/900002731403-Jobs-that-can-be-scheduled-to-automate-processes 2024-04-17T06:01:20Z https://support.lumary.com/hc/en-us/articles/900002736803-Lumary-21-minor-releases 2025-07-17T23:42:07Z https://support.lumary.com/hc/en-us/articles/900002867663-Review-or-remove-jobs-scheduled-for-automation 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900002919603-Sign-into-the-Skedulo-Console 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900002943186-Schedule-a-job-to-automate-a-business-process 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/900002947703-Add-a-resource-workers-and-assets 2024-08-22T13:31:44Z https://support.lumary.com/hc/en-us/articles/900003007563-Check-the-status-of-a-scheduled-automated-process 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900003052786-Schedule-a-Skedulo-job 2025-06-17T02:26:43Z https://support.lumary.com/hc/en-us/articles/900003169126-Allocate-deallocate-a-resource-to-a-Skedulo-job-from-the-Console 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/900003169486-Schedule-recurring-jobs-in-Skedulo 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900003229746-Set-resource-availability 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/900003267106-Create-a-service-agreement-to-capture-invoiceable-non-NDIS-services 2024-08-22T12:24:36Z https://support.lumary.com/hc/en-us/articles/900003310926-Create-a-client-from-an-intake-record 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/900003317486-Create-a-client-record-from-an-enquiry 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/900003394046-Allocate-a-resource-while-creating-a-Skedulo-job 2020-11-26T23:48:55Z https://support.lumary.com/hc/en-us/articles/900003439666-Automatically-apply-new-rates 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/900003508626-Navigating-the-Skedulo-Console 2024-08-22T14:32:12Z https://support.lumary.com/hc/en-us/articles/900003579186-Set-your-time-zone-so-that-your-Lumary-calendars-display-the-correct-time 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/900003678866-Set-a-user-s-time-zone-so-that-their-Lumary-calendars-display-their-local-time 2024-08-22T14:32:12Z https://support.lumary.com/hc/en-us/articles/900004127466-Create-a-new-worker-record 2025-03-16T21:57:03Z https://support.lumary.com/hc/en-us/articles/900004266283-Get-started-with-the-Skedulo-mobile-app 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/900004317803-Alert-workers-to-important-client-information 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/900004331443-Deliver-a-job-using-the-Skedulo-mobile-app 2024-08-22T13:23:38Z https://support.lumary.com/hc/en-us/articles/900004331463-Accept-offers-and-assigned-jobs-using-the-Skedulo-mobile-app 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/900004403343-Manage-job-times-in-the-Skedulo-mobile-app 2024-08-22T13:02:37Z https://support.lumary.com/hc/en-us/articles/900004621346-Share-access-to-a-report 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900004634066-Prepare-a-SCORE-record 2024-08-22T13:23:39Z https://support.lumary.com/hc/en-us/articles/900004737143-Enable-optional-features-by-adding-fields-to-page-layouts 2021-09-28T06:22:11Z https://support.lumary.com/hc/en-us/articles/900004799583-Lumary-16-release-notes 2025-07-28T07:21:25Z https://support.lumary.com/hc/en-us/articles/900004909803-Cancel-a-service-agreement 2025-01-19T22:51:00Z https://support.lumary.com/hc/en-us/articles/900004919806-Record-an-exception-or-variation-to-a-routine-restrictive-practice 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/900005063886-Define-a-pro-re-nata-PRN-restrictive-practice-for-NDIS-reporting 2024-10-02T04:19:10Z https://support.lumary.com/hc/en-us/articles/900005185403-Include-travel-on-an-NDIS-service-agreement 2024-08-22T13:31:44Z https://support.lumary.com/hc/en-us/articles/900005186323-NDIS-travel-and-transport-overview 2024-06-12T00:34:49Z https://support.lumary.com/hc/en-us/articles/900005325526-Allow-users-to-apply-for-leave-using-the-Salesforce-mobile-app 2024-08-22T13:31:44Z https://support.lumary.com/hc/en-us/articles/900005330383-Add-shift-messages-to-the-Lumary-desktop-app 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/900005376423-Set-up-a-profile-so-that-the-Sessions-Calendar-automatically-refreshes 2024-08-22T14:36:34Z https://support.lumary.com/hc/en-us/articles/900005563086-Claim-travel-costs-when-completing-an-appointment-from-a-session-record 2025-06-30T01:27:54Z https://support.lumary.com/hc/en-us/articles/900005818223-Define-a-routine-restrictive-practice-for-NDIS-reporting 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900005865763-Set-up-a-service-agreement-for-a-program-that-reports-through-DEX 2025-08-18T23:55:30Z https://support.lumary.com/hc/en-us/articles/900005968166-Checklist-for-DEX-extract-and-claim-settings 2025-08-21T02:27:15Z https://support.lumary.com/hc/en-us/articles/900005971703-Record-pro-re-nata-PRN-use-of-a-restrictive-practice 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/900005987826-Introduction-to-HCP-onboarding 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/900006054686-Add-assessments-during-HCP-onboarding 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/900006087126-Lumary-status 2025-03-13T22:44:39Z https://support.lumary.com/hc/en-us/articles/900006116206-NDIS-ratio-group-support-codes-discontinued-from-1-January-2024 2024-02-08T05:08:03Z https://support.lumary.com/hc/en-us/articles/900006148126-NDIS-support-item-codes-for-centre-capital-costs 2024-10-11T03:49:39Z https://support.lumary.com/hc/en-us/articles/900006151583-Introduction-to-defining-and-recording-restrictive-practices-for-NDIS-reporting 2024-08-22T14:39:26Z https://support.lumary.com/hc/en-us/articles/900006171086-Set-up-a-client-s-budget-during-HCP-onboarding 2024-08-22T13:31:44Z https://support.lumary.com/hc/en-us/articles/900006280966-Add-fixed-costs-during-HCP-onboarding 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/900006334843-Change-the-default-rates-for-NDIS-activity-based-transport-and-non-labour-travel 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/900006462003-Create-an-SD-record-for-travel-and-or-transport-from-the-Service-Delivery-Entry-screen 2024-08-22T12:24:36Z https://support.lumary.com/hc/en-us/articles/900006502563-Claim-transport-costs-when-completing-an-appointment-from-a-session-record 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/900006652266-Lumary-16-5-release-notes 2025-07-28T07:19:09Z https://support.lumary.com/hc/en-us/articles/900006694586-Claim-centre-capital-costs-through-the-Service-Delivery-Entry-screen 2024-08-22T13:31:44Z https://support.lumary.com/hc/en-us/articles/900006695626-Add-centre-capital-cost-claiming-to-a-service-agreement 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/900006719766-Allow-centre-capital-costs-claiming-on-sites 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/900006744786-Finalise-a-service-agreement-and-generate-a-care-plan-during-HCP-onboarding 2024-08-22T12:24:36Z https://support.lumary.com/hc/en-us/articles/900006980203-Get-started-with-the-HCP-onboarding-process 2024-08-22T13:31:44Z https://support.lumary.com/hc/en-us/articles/900007006043-Prepare-your-client-for-HCP-funding 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/900007049683-Create-a-custom-email-signature 2024-08-22T14:32:12Z https://support.lumary.com/hc/en-us/articles/900007075363-Add-goals-and-outcomes-during-HCP-onboarding 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/900007236963-Reconcile-balances-and-allocations-for-rolled-over-service-agreements 2024-08-22T13:23:39Z https://support.lumary.com/hc/en-us/articles/900007666223-Allow-a-device-to-access-information-from-a-Lumary-Salesforce-environment 2025-06-24T07:13:55Z https://support.lumary.com/hc/en-us/articles/900007684083-Introduction-to-cancelling-appointments 2025-06-27T05:13:44Z https://support.lumary.com/hc/en-us/articles/900007684243-Apportion-group-services-through-the-service-delivery-entry-screen 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/900007689943-Introduction-to-completing-sessions 2025-06-27T05:14:51Z https://support.lumary.com/hc/en-us/articles/900007716523-Change-the-apportionment-of-a-group-based-service-between-clients-when-completing-a-session-record 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/900007717463-Add-planned-services-during-HCP-onboarding 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/4401857535257-Add-a-new-planned-service-to-an-existing-HCP-care-plan-and-agreement 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/4401864671897-Add-a-new-goal-to-a-client-s-existing-HCP-home-care-plan 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/4402039993113-Change-a-scheduled-service-to-the-new-NDIS-group-supports-by-editing-a-session-record 2024-08-22T12:32:09Z https://support.lumary.com/hc/en-us/articles/4402076283033-Record-leave-for-a-home-care-package-HCP-funded-client 2024-08-22T14:39:27Z https://support.lumary.com/hc/en-us/articles/4402117088537-Check-a-home-care-package-HCP-client-s-leave-balances 2024-08-22T14:33:57Z https://support.lumary.com/hc/en-us/articles/4402160733081-Create-a-manual-journal-entry-for-an-HCP-funded-client 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/4402387921049-Review-or-modify-a-client-s-home-care-package-HCP-budget 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/4402426746393-Edit-a-service-delivery-entry-to-include-centre-capital-costs 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/4402689345689-Set-up-to-claim-NDIS-group-supports 2021-08-27T00:45:45Z https://support.lumary.com/hc/en-us/articles/4402693908121-Claim-centre-capital-costs-through-the-Sessions-Calendar 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/4402702657561-Enable-apportionment-of-primary-services 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/4402772120089-Add-an-HCP-client-s-story-to-their-contact-record 2024-08-22T12:24:36Z https://support.lumary.com/hc/en-us/articles/4402778477081-Set-up-a-service-agreement-to-claim-group-supports 2024-08-22T14:33:57Z https://support.lumary.com/hc/en-us/articles/4402782928793-Capture-transfer-details-on-an-HCP-client-s-budget-during-onboarding 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/4402937815321-Introduction-to-home-care-package-HCP-funding-in-Lumary 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/4403072840217-Change-an-existing-service-agreement-to-allow-NDIS-group-support-service-claiming 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/4403299381529-Change-the-apportionment-of-a-group-based-service-when-there-is-a-cancelled-client 2024-08-22T13:23:39Z https://support.lumary.com/hc/en-us/articles/4403302346393-Change-an-existing-client-s-home-care-package-HCP-level 2024-08-22T13:31:45Z https://support.lumary.com/hc/en-us/articles/4403560606361-Add-transfer-details-to-an-existing-home-care-package-HCP-budget 2024-08-22T14:39:27Z https://support.lumary.com/hc/en-us/articles/4403612442777-Checklist-for-apportioning-a-service-set-up-as-a-Sessions-Calendar-appointment 2022-08-09T07:20:21Z https://support.lumary.com/hc/en-us/articles/4403659079705-Link-an-incident-to-a-restrictive-practice 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/4403704176025-Set-payment-terms-for-Xero-integration 2024-08-22T12:24:37Z https://support.lumary.com/hc/en-us/articles/4403708851865-NDIS-notional-unit-prices 2024-10-11T03:49:39Z https://support.lumary.com/hc/en-us/articles/4403835728025-Use-Lumary-s-GL-codes-to-populate-Xero-account-codes 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/4404145986457-Introduction-to-the-home-care-package-HCP-funding-journal 2024-08-22T14:33:57Z https://support.lumary.com/hc/en-us/articles/4404280413977-Modify-an-alert 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/4404288609561-Remove-an-alert-from-a-client-s-contact-or-intake-record 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/4404499246361-Record-an-incident-from-the-incidents-management-list-view 2024-12-18T00:43:19Z https://support.lumary.com/hc/en-us/articles/4404514542617-Record-an-incident-on-a-client-s-contact-record 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/4404649758745-Lumary-17-release-notes 2025-07-28T07:16:44Z https://support.lumary.com/hc/en-us/articles/4405119209625-Delete-an-appointment-from-the-Sessions-Calendar 2025-06-27T05:13:44Z https://support.lumary.com/hc/en-us/articles/4405245229593-Find-a-Salesforce-sandbox-id 2024-08-26T07:25:23Z https://support.lumary.com/hc/en-us/articles/4405472738585-NDIS-support-item-codes-for-group-supports 2024-02-08T05:40:50Z https://support.lumary.com/hc/en-us/articles/4405475379737-Enable-ad-hoc-services-in-sessions 2024-08-22T13:31:45Z https://support.lumary.com/hc/en-us/articles/4405520897561-Add-a-worker-s-role 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/4405806377113-Add-a-planned-service-to-a-session-when-creating-an-individual-client-appointment 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4405807530265-Add-service-types-set-up-recurrences-and-save-the-session-when-creating-a-client-appointment 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4405814946585-Add-a-client-and-workers-to-a-session-when-creating-an-appointment-from-the-client-contact-record-calendar 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4405893869081-Update-localities-reference-data-records-to-the-latest-data 2024-08-22T14:39:27Z https://support.lumary.com/hc/en-us/articles/4406108564761-Use-ad-hoc-services-for-services-without-a-service-agreement 2022-11-29T02:20:09Z https://support.lumary.com/hc/en-us/articles/4406112236057-Add-an-ad-hoc-service-to-a-session-when-creating-an-individual-client-appointment 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4406150753817-Add-an-ad-hoc-service-to-an-existing-client-appointment 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4406152413977-Enable-optional-features-by-assigning-page-layouts-to-profiles 2022-12-01T06:30:25Z https://support.lumary.com/hc/en-us/articles/4406427372697-Control-travel-and-transport-claiming-for-Lumary-mobile 2024-08-22T13:05:27Z https://support.lumary.com/hc/en-us/articles/4406754751769-Schedule-planned-travel-or-transport 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4406848471577-Control-data-capture-and-GPS-tracking-for-Lumary-mobile 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/4407169723033-Create-an-HCP-service-agreement 2024-04-04T06:05:53Z https://support.lumary.com/hc/en-us/articles/4407220676377-Automate-regular-HCP-processes 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/4407262395417-Update-a-custom-client-record-page-to-access-new-or-updated-features 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/4407427785753-Allow-planned-travel-and-transport 2024-08-22T13:31:45Z https://support.lumary.com/hc/en-us/articles/4407442078873-Add-a-client-and-workers-to-a-session-when-creating-an-appointment-for-an-individual-client-in-the-Sessions-Calendar 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4407475536665-Create-an-appointment-for-an-individual-client-in-the-Sessions-Calendar 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4407694700313-Add-client-and-worker-attendees-when-creating-a-group-appointment-in-the-Sessions-Calendar 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/4407702131737-Add-a-planned-service-when-creating-a-group-appointment-in-the-Sessions-Calendar 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4408113455257-Add-an-ad-hoc-service-when-creating-a-group-appointment-in-the-Sessions-Calendar 2024-08-22T14:14:28Z https://support.lumary.com/hc/en-us/articles/4408424850969-Checklist-for-PMHC-MDS-extract-and-claim-settings 2023-01-02T23:13:33Z https://support.lumary.com/hc/en-us/articles/4408432857881-Manage-PMHC-MDS-extracts 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/4408700717849-Add-additional-PMHC-MDS-extract-fields-and-files 2022-12-04T22:44:33Z https://support.lumary.com/hc/en-us/articles/4408829909145-Edit-a-worker-record 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4409233015449-Record-a-client-s-approval-without-a-signature 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4409312899737-Lumary-18-release-notes 2025-07-28T07:15:20Z https://support.lumary.com/hc/en-us/articles/4409314163353-Control-the-scheduling-of-appointments-when-a-worker-is-unavailable 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/4409329903769-Set-worker-availability-or-unavailability 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/4409396865817-Get-a-client-s-NDIA-details-and-plan-information 2025-10-13T07:39:55Z https://support.lumary.com/hc/en-us/articles/4409406739353-Create-a-service-booking 2025-10-13T08:03:40Z https://support.lumary.com/hc/en-us/articles/4410094985369-Amend-a-service-booking 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/4411277050649-Checklist-for-editing-service-delivered-SD-records-from-the-Service-Delivery-Entry-screen 2025-10-13T21:57:48Z https://support.lumary.com/hc/en-us/articles/4411968973081-Generate-monthly-statement-PDFs-for-clients-with-Home-Care-Packages-HCP-funding 2024-08-22T12:24:37Z https://support.lumary.com/hc/en-us/articles/4412755997465-Prevent-users-from-editing-extracted-service-delivered-SD-records 2024-08-22T12:55:30Z https://support.lumary.com/hc/en-us/articles/4412785473177-Find-out-more-about-Salesforce-multi-factor-authentication-MFA 2025-08-08T04:59:04Z https://support.lumary.com/hc/en-us/articles/4414579627161-Record-a-client-s-vaccinations 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4415230840729-Use-filters-to-make-the-Sessions-Calendar-easier-to-read 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/4415750930329-Set-the-case-structure-for-individual-or-group-based-DEX-reporting 2022-05-26T06:02:55Z https://support.lumary.com/hc/en-us/articles/4415980142361-Create-a-multi-factor-authentication-MFA-permission-set 2024-08-22T12:24:37Z https://support.lumary.com/hc/en-us/articles/4416110042521-Process-NDIS-extract-results-files 2025-01-17T04:46:34Z https://support.lumary.com/hc/en-us/articles/4416110143513-Process-NDIS-extract-remittance-files 2024-10-11T03:49:39Z https://support.lumary.com/hc/en-us/articles/4416113570585-Assign-a-permission-set-to-multiple-users 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/4416425143833-DEX-XML-mapping-to-CM-fields-and-objects 2026-02-02T06:40:42Z https://support.lumary.com/hc/en-us/articles/4417182642201-Unlink-errors-from-NDIS-extract-results-file 2024-10-11T03:49:39Z https://support.lumary.com/hc/en-us/articles/4426585610393-Get-ready-for-a-Salesforce-release 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4443417679759-Enable-service-delivered-PMHC-MDS-fields 2022-12-02T01:44:13Z https://support.lumary.com/hc/en-us/articles/4444410451727-Introduction-to-reporting-through-DEX-using-Lumary 2025-06-24T07:13:29Z https://support.lumary.com/hc/en-us/articles/4451146272143-Set-up-a-client-for-DEX-reporting 2026-02-02T06:40:46Z https://support.lumary.com/hc/en-us/articles/4551243515535-Automatically-generate-SD-records-from-a-service-agreement 2025-10-13T22:04:48Z https://support.lumary.com/hc/en-us/articles/4594882613135-Add-DEX-reportable-fields-to-object-field-sets 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4658559584911-Lumary-19-release-notes 2025-07-28T07:12:39Z https://support.lumary.com/hc/en-us/articles/4739494835215-Prevent-or-allow-telehealth-claiming-of-an-NDIS-service 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/4793239498767-Introduction-to-case-structures-and-case-ids-for-DEX-reporting 2025-06-24T07:13:29Z https://support.lumary.com/hc/en-us/articles/4795198049039-Set-a-DEX-case-structure-on-a-service 2024-08-22T14:39:27Z https://support.lumary.com/hc/en-us/articles/4831408382991-Set-a-DEX-case-structure-for-a-rate-type 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/4835900048783-Add-a-DEX-group-activity-case-ID-to-a-service-delivered-SD-record 2025-06-24T07:13:29Z https://support.lumary.com/hc/en-us/articles/4910309297039-Generate-bulk-import-files-for-clients-with-Home-Care-Packages-HCP-funding 2024-08-22T13:02:38Z https://support.lumary.com/hc/en-us/articles/4926777176335-Generate-an-extract-for-HCP-monthly-statement-and-bulk-import-files 2024-08-22T13:23:39Z https://support.lumary.com/hc/en-us/articles/4948987618959-New-look-Lumary-Support-Request-form 2023-09-11T03:31:52Z https://support.lumary.com/hc/en-us/articles/4968676110351-Introduction-to-HCP-extracts-statements-and-claims 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/4990710043919-Find-a-client-s-HCP-budget 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/5005885764623-Delete-an-HCP-extract 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/5025706015375-Discharge-an-HCP-client 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/5044741761039-Load-NDIS-services-and-rates 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/5051563728015-Manage-delays-to-NDIS-pricing-updates 2025-11-18T23:56:54Z https://support.lumary.com/hc/en-us/articles/5061588480143-NDIS-service-changes-for-1-July-2022-pricing 2025-11-18T23:56:54Z https://support.lumary.com/hc/en-us/articles/5070339079055-Edit-a-planned-service-on-an-individual-client-session 2025-10-13T21:59:08Z https://support.lumary.com/hc/en-us/articles/5088692847631-Create-a-respite-bed 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/5089655236111-Capture-the-details-of-a-purchase-order-on-an-aged-care-client-s-record 2024-08-22T14:33:57Z https://support.lumary.com/hc/en-us/articles/5109365740687-Create-a-supported-accommodation-bed 2024-08-22T14:33:57Z https://support.lumary.com/hc/en-us/articles/5167872270607-NDIS-short-notice-cancellation-requirements 2025-06-27T05:13:44Z https://support.lumary.com/hc/en-us/articles/5206865665935-Edit-planned-services-on-a-group-session 2025-10-13T21:58:07Z https://support.lumary.com/hc/en-us/articles/5244732968975-Generate-a-draft-quote-for-a-service-agreement 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/5255055701007-Generate-a-quote-for-a-service-agreement 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/5262356880399-Automate-the-creation-of-client-contact-and-general-contact-records-from-enquiries 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/5289689623823-Add-centre-capital-costs-as-a-separate-service-item 2024-08-22T13:05:28Z https://support.lumary.com/hc/en-us/articles/5294215781007-Customise-your-navigation-bar 2024-08-22T13:23:39Z https://support.lumary.com/hc/en-us/articles/5294321184527-Personalise-your-user-profile 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/5295035768335-Create-a-custom-list-view 2024-08-22T12:55:31Z https://support.lumary.com/hc/en-us/articles/5295044525583-Clone-and-edit-a-list-view 2024-08-22T13:05:28Z https://support.lumary.com/hc/en-us/articles/5418635403663-Add-a-service-to-a-session-for-a-client-with-DEX-reported-funding 2025-06-24T07:13:29Z https://support.lumary.com/hc/en-us/articles/5505732198159-Lumary-20-release-notes 2025-07-28T07:11:45Z https://support.lumary.com/hc/en-us/articles/5524089728271-Unlink-an-extracted-SD-record-for-SD-transfer 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/5550647339663-Schedule-funding-for-a-SIL-weekly-service 2025-06-30T01:24:16Z https://support.lumary.com/hc/en-us/articles/5588993152143-Provide-access-to-the-SD-Summary-Report 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/5589839210127-Introduction-to-the-SD-Summary-Report 2024-08-22T14:29:38Z https://support.lumary.com/hc/en-us/articles/5590888951951-Add-a-payment-date-to-a-journal-entry-for-an-HCP-client 2024-08-22T14:32:12Z https://support.lumary.com/hc/en-us/articles/5615462955023-NDIS-service-changes-for-1-October-2022-pricing 2025-11-18T23:56:54Z https://support.lumary.com/hc/en-us/articles/5622280605071-Enable-a-minimum-one-hour-charge-for-a-CHSP-funded-client-contribution 2024-08-22T14:33:57Z https://support.lumary.com/hc/en-us/articles/5656629279119-Add-a-rate-type-for-client-contributions-for-CHSP-funded-clients 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/5685369337359-Add-the-CHSP-rate-to-a-service 2025-08-18T23:52:38Z https://support.lumary.com/hc/en-us/articles/5697009347599-Add-a-CHSP-funded-client-to-a-block-service-agreement 2024-08-22T14:32:12Z https://support.lumary.com/hc/en-us/articles/5767253272719-Match-leave-types-for-Lumary-CM-and-Easy-Employer 2022-11-03T01:10:24Z https://support.lumary.com/hc/en-us/articles/5839529973903-Add-a-new-agency-or-brokered-planned-service-to-an-HCP-client-s-goal-achievement-plan 2024-08-22T12:24:37Z https://support.lumary.com/hc/en-us/articles/5875901305359-Add-an-account-for-an-agency-or-brokerage 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/5897661329295-Add-a-non-response-plan-for-an-aged-care-client 2024-08-22T12:24:37Z https://support.lumary.com/hc/en-us/articles/5950298481039-Claim-a-partial-week-using-the-SIL-weekly-service 2022-11-30T06:00:19Z https://support.lumary.com/hc/en-us/articles/5951550485135-View-the-details-of-an-HCP-client-s-budget 2024-08-22T12:55:31Z https://support.lumary.com/hc/en-us/articles/5989285106063-Record-the-details-of-an-advance-care-or-palliative-care-plan-for-an-aged-care-client 2024-08-22T13:05:28Z https://support.lumary.com/hc/en-us/articles/6059206264591-Archive-a-goal-for-an-HCP-client-s-care-plan 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/6059270557839-Allow-SD-records-to-be-created-before-client-approval 2024-08-22T12:32:09Z https://support.lumary.com/hc/en-us/articles/6242697584783-Set-up-tracking-fields-in-Lumary-CM-to-enhance-reporting-in-Xero 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/6250166075919-Add-view-edit-and-print-case-notes 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/6263214543247-Log-a-call-to-a-client 2024-08-22T14:32:12Z https://support.lumary.com/hc/en-us/articles/6269717582991-Send-an-email-to-a-contact 2024-08-22T12:55:31Z https://support.lumary.com/hc/en-us/articles/6270268852239-Create-all-new-SD-records-as-client-accepted 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/6270808835215-Create-automated-SDs-as-client-accepted-for-funding-schedules-and-bed-allocations 2024-08-22T14:14:29Z https://support.lumary.com/hc/en-us/articles/6345654719759-Reconcile-an-HCP-monthly-statement-extract 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/6620809540623-Add-a-client-contribution-to-an-HCP-client-s-budget 2024-08-22T13:31:45Z https://support.lumary.com/hc/en-us/articles/6637886294287-Schedule-automatic-service-delivery-on-a-planned-service-for-an-HCP-client 2024-08-22T14:39:27Z https://support.lumary.com/hc/en-us/articles/6644754283535-Add-a-care-activity-to-a-planned-service-for-an-aged-care-client 2024-08-22T14:36:35Z https://support.lumary.com/hc/en-us/articles/6721716113551-Capture-observations-for-an-aged-care-client 2024-08-22T13:23:39Z https://support.lumary.com/hc/en-us/articles/6752227812879-Add-an-AWACCS-assessment-for-an-aged-care-client 2024-08-22T13:02:39Z https://support.lumary.com/hc/en-us/articles/6753092569743-Report-an-incident-for-an-aged-care-client 2024-08-27T00:43:05Z https://support.lumary.com/hc/en-us/articles/6812683696783-Manage-an-incident-and-the-improvement-process 2024-08-27T02:27:16Z https://support.lumary.com/hc/en-us/articles/6863149244687-Add-supporting-documentation-to-an-aged-care-client-s-contact-record 2024-08-22T13:05:28Z https://support.lumary.com/hc/en-us/articles/6887986173711-Add-a-custom-case-note-template-for-aged-care-clients 2024-08-22T14:33:58Z https://support.lumary.com/hc/en-us/articles/6932124178831-Add-a-case-note-for-an-aged-care-client 2024-08-22T14:39:27Z https://support.lumary.com/hc/en-us/articles/6946226663183-Claim-automatically-from-the-NDIA 2025-10-13T08:03:26Z https://support.lumary.com/hc/en-us/articles/6989547091215-Record-the-details-of-an-aged-care-client-s-possession 2024-08-22T13:05:28Z https://support.lumary.com/hc/en-us/articles/7054754166031-Add-a-custom-quote-template-for-aged-care-clients 2024-08-22T14:33:58Z https://support.lumary.com/hc/en-us/articles/7054778026511-Generate-a-quote-for-an-aged-care-client 2024-08-22T14:17:02Z https://support.lumary.com/hc/en-us/articles/7079595032847-Record-and-review-a-referral-for-an-aged-care-client 2024-08-22T14:21:52Z https://support.lumary.com/hc/en-us/articles/7103447084047-Create-a-guided-template-for-aged-care-client-onboarding 2024-11-11T06:06:36Z https://support.lumary.com/hc/en-us/articles/7280434102159-Enable-the-Uncategorised-category-on-service-agreements 2024-08-22T14:21:53Z https://support.lumary.com/hc/en-us/articles/7286061175311-Set-up-a-default-centre-capital-cost-option-for-service-agreements 2024-08-22T12:32:09Z https://support.lumary.com/hc/en-us/articles/7350135643663-Lumary-21-release-notes 2025-07-28T07:13:17Z https://support.lumary.com/hc/en-us/articles/7416005607567-Change-the-default-setting-for-NDIS-travel-and-transport-claiming 2024-08-22T14:32:13Z https://support.lumary.com/hc/en-us/articles/7417680836111-Add-NDIS-travel-and-transport-allocations-to-a-service-agreement-category 2024-08-22T12:47:26Z https://support.lumary.com/hc/en-us/articles/7449189424783-Add-non-face-to-face-time-to-an-appointment 2025-06-27T05:13:09Z https://support.lumary.com/hc/en-us/articles/7449794598543-Add-a-non-face-to-face-item-to-an-NDIS-service-agreement 2024-08-22T14:21:53Z 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