Lumary AH - This article explains how to add accreditations and registrations to an allied health worker record, including how to upload supporting documents.
You can use accreditations to list a worker's registrations, licences, or certifications, including storing copies of supporting documents.
This article explains how to:
- add the accreditation, and
- if applicable, store a copy of supporting documentation.
Add the accreditation
To add a worker's accreditation:
- Open the worker's record.
- Click on the Compliance tab.
- In the Accreditations section, click on the New button.
- Complete the Accreditation Details as explained below.
| Field | Input |
| Type | Select the accreditation type from the drop-down, for example, Medicare. Some accreditation types may reveal additional fields to complete. For example, if you select Private Health Fund, an additional field is revealed in which you'll need to select the fund name. |
| Registration Number | Type in the worker's registration or accreditation number. |
- If you have multiple accreditations to add, click on the Save & New button to save this one and keep adding more. Or, click on the Save button now to save this record and close the pop-up.
This creates a record of the accreditation on the worker’s record. All the worker's accreditations will be displayed on the Compliance tab. You may need to click View All to see the entire list.
You can edit an accreditation record by clicking on the drop-down arrow next to it and selecting Edit.
Store a copy of supporting documentation
Once you've added the accreditation, you can upload its supporting documentation.
To attach a document to an accreditation record:
- Click on the text link of the Accreditation Name to open it.
- Click on the Related tab.
- You can either:
- drag and drop the document into the Files section, or
- click on the Upload Files button to open your file explorer. Find the document, select it and then click on the Open button.
The Add Files button can only be used to access files that have already been uploaded to the system.
- A popup appears showing the file upload progress. When it finishes, click on the Done button.
The file now appears on the Related tab in the Files section of the accreditation record.
To preview the file, click on its name.
To edit the file:
- Click on its name to open the file preview.
- Click on the drop-down arrow at the top to see additional options, including:
- Edit File Details, which you can use to change the name
- Upload New Version, which you can use to swap out the file attachment without deleting it and starting again, and
- Delete, to remove the file.