Create and manage an allied health clinic (site)

Lumary AH - This article explains how to create a new clinic (site) record in Lumary AH.

Lumary AH provides you the ability to create and manage clinic records. We call these sites; sites in Lumary are used to capture your fixed business locations used to deliver services to customers. These records provide you a single interface for the management of the clinic.

Required features, packages and permissions

Available with: Lumary 9.0 and later

This article explains the following sections of the new appointment page:

• creating a new allied health clinic (site)
• allied health clinic page features, and
• adding a clinic to your menu bar.

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Creating a new allied health clinic (site)

Clinics (sites) can be found via the app launcher or via the Site tab if it has been added to your menu. 

1. Click the App Launcher icon (nine dots)
2. In the search field, enter Site
3. Select Sites
4. The Site object page will display, where you can view and create list views of current Site records already created
5. Click the New button
6. Complete the required fields:
   1. Site Name - The name that the clinic (site) will be referred to and searched for within Lumary AH.
   2. Start Date - The date that this site became operational.
   3. NDIS Registration Number - If you run different registration numbers, this can be captured differently for each location. If you only run a single registration number, leave this field blank.
   4. Business Address 1, Suburb, State, Postal Code - The address of the clinic, used for geolocation of appointments created against it.
7. Click Save.

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Allied health clinic page features

The site record shows a single view of a clinic

The following table explains key elements of the clinic page.

Sections, buttons and tabs	Use and purpose
Left side panel
Site Details	The name and address of the site.
View / Add Appointments	Shows an appointment calendar that is filtered down to workers that have this clinic as their primary or secondary site. This calendar will show availability and appointments for those workers.
Client Case List	Shows all clients that have an active association to a worker, where that worker has this clinic as their primary or secondary site.
Main tab section
Details	All fields recorded in the site.
Workers	Lists workers that have this clinic as their primary or secondary site.
Finance	Lists all outstanding invoices for this site, where they have been produced against an appointment that was delivered at the site. Also allows for the management of Site/Service Program records.
Waitlists	Lists all waitlisted clients, that have this site as their preference for service.
Assets	Lists all assets linked to this site.

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Adding a clinic to your menu bar

Adding a clinic to your menu bar reduces the time it takes to get to these records. This can be very helpful for Admins or Customer Service staff that use these records everyday.

To add a clinic to your menu bar:

1. Go to the site record where you want to add the menu using one of the following methods -

• • Via the App Launcher
    
    1. Enter Sites into the popup search
    2. Click Sites
    3. Change list view to All Sites
    4. Click the name of the site you wish to open.

• • Using Global Search
    1. Change the option on global search from All to Sites
    2. Enter the name or part of the name of the site into the search box and press enter or click search.
    3. Choose the Name of the Site you wish to open from the results provided.

2. The name of the site will appear on your menu with a * representing it is appearing temporarily.
3. Click the drop down on the tab.
4. Select Add "Site Name" to Nav Bar.
5. The tab will now be added to your menu, and you can use this to open the site next time you need to open it.

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