Manage Lumary AH settings – Lumary AH Help Centre

Lumary AH - This article explains how to manage global Lumary AH settings.

Lumary AH Settings enable you to apply global settings for most or all users in your environment. Using Lumary AH Settings, you can set defaults and set up templates for your users. This saves time and helps maintain data consistency.

To access Lumary AH Settings:

Click on the App Launcher icon.
In the Search apps and items... field, type lumary ah.
Under Items, click on the Lumary AH Settings heading.

The settings are grouped by category as follows:

General
Clinician Interfaces
Appointments
Accounts Receivable
Goal/Behaviour Planning
Service Agreements, and
Service Delivery.

General

Setting	Description
Company Details	Record your company name and ABN plus contact and website details, these details will flow through to the home page and on your invoices and letters. Company Name ABN Email Phone Website
Worker Settings	Specify the field set that will be used for worker details and the default account to which new worker records will be added. Worker Details Field Set - Used to identify what fields to show when viewing a worker record, on the left side panel. Default Worker Account - The Name of the Account record to link all workers to when they are created.
General Client and Case Note Settings	Client Alert "New" Badge - Number of Days - Specify the number of days for which a client record will display a New badge. Client Details Field Set - Used to identify what fields to show when viewing a client record, on the left side panel. Use Minutes on Case Note - This will use Minutes on the case note when capturing SDs against a case note, instead of the default "Quantity" Auto-Save Case Note - Check to enable Auto-Save functionality on a Case Note. Auto-Save Interval - Specify in minutes how frequently the system should auto-save a Case Note.
Case Note Templates	Create custom templates with pre-populated headings and content that clinicians can use with their clients to capture information.
Process Templates	Create checklists that can be used in client and worker records to track the progress of particular processes, such as onboarding.
Letter Templates	Create templates to pull in information from across your organisation and merge it into a PDF document or email for distribution.

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Clinician interfaces

Setting

Description

Dashboards

Specify settings for the My Day View, including whether to display KPI stats and the Draft Appointment Card.

Home Page and Day View Welcome Messages

Set welcome messages that update according to the time of day that workers will see when accessing the Home page or My Day View.

My Day View Settings

Draft Case Notes Report ID - No longer used
Appointments without case notes Report Id - No longer used
Show KPI Stats - shows the KPI portion on the my day view.
Show Draft Appointment Card - Adds a card to the my day view with the number of draft appointments added for a worker.
Draft Appointments Report ID - No Longer Used.

KPI Settings

Allows the modification of how workers KPI's are calculated.

Cancellation Hours

Only one of the following options should be selected.
Inc. Billable Cancellation Appt Hours - Calculates hours based on the appointment times, where the appointment is cancelled and indicated as billable (recommended).
Inc. SD Cancellation Hours - calculates hours based on Service Delivered records that are "Cancellations". (not recommended, as may not calculate the appropriate hours for the worker)

Completed Group Hours

Inc. Billable Appt Hours for Groups - Includes Billable appointment hours that are for group appointments, only calculates based on the single worker, not multiple (recommended for accuracy).
Inc. Billable Appt Hours for Non-Groups - Includes Billable appointment hours that are for non-group appointments, only calculates based on the single worker, not multiple. (recommended for accuracy).

Rostered Hours

Inc. Billable Rostered Appt Hours - Includes any hours for appointments that have a status of rostered (recommended for accuracy in future KPIs).
Inc. All Billable Appointment Hours - This will include all billable appointment hours where the appointment is Completed, In-Progress or Rostered. Regardless of if the appointment is a group.(not recommended, will lead to inaccurate calculations, or should be used with no other setting activated)

Travel Hours

Inc. Actual SD Travel Hours - Includes hours related to SDs for travel time only (recommended).
Inc. Predictive SD Travel Hours - Includes hours for predicted travel, based on prior weeks for the worker, in future dated KPIs (recommended).

Other Hours

Inc. Non-Appt related SD Hours - Includes an hours related to SDs that have a rate associated to them that has a quantity type of "Hour, Hours", that are not related to a Session/Appointment (recommended).
Inc. AdHoc 'Each' SD Qty - Includes any Quantity on a Service Delivered that is an Adhoc Service Delivered record and has a rate with a quantity type of 'Each' (not recommended)

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Appointments

Setting	Description
General Appointment Settings	Specify the length of the alert threshold for workers starting and ending appointments. Set a default appointment duration and specify whether to create worker appointments and enable ad hoc services and appointments in the past. Specify the number of days of previous appointments to list in the Appointment List on case notes.
Appointment Types	Create appointment types. Specify whether appointment types are billable or non-billable.
Availability Settings	Specify whether or not workers can schedule appointments outside of their available times. Add an email contact for overlapping appointments.
Cancellation Reasons	Set custom cancellation reasons for workers and clients. Specify whether or not a client will be billed for a cancellation.
Travel Settings	For NDIS services, specify whether or not to allow planned travel and transport and override travel limits. Set the number of kilometres for a claimable travel time threshold.

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Accounts Receivable

Setting	Description
Chart of Accounts Set Up	Set up cost centres, GL accounts, control accounts and accounting periods.
Chart of Accounts Defaults	Add codes for NDIA, self, and plan managed GL accounts. Add default fallback GL code and cost centre details.
Invoice Settings	Add the details of an external accounting package (for example, Xero or MYOB).
Invoice Payment Details	Specify bank account details for EFT transactions and BPAY settings.
NDIS Claiming Settings	Add an NDIS registration number. Specify whether or not service delivered records require a service booking to be included in an NDIS extract.
Bank Statement Matching	Phrases to Ignore - Capture phrases which are included in transactions which should be ignored during reconciliation. Separate each phrase with a semi-colon. Matching Amount Threshold - Captures the allowable variance in Amount for matching transactions with Invoices. Include Payments From Date - Include payments records from this setting date when matching bank statement items, if left blank logic will default to today's date.
PDF Invoice Template Settings	Manage your Invoice PDF Template. Header Terms and Conditions Footer

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Goal/Behaviour Planning

Setting	Description
Goal Categories	Create categories to be used when setting up goals in a client's goal attainment plan.
Behaviour Episode Settings	Set the default text for behavioural intensity to be used when creating behaviours of concern.
External Behaviour Form	Add default codes that will be used with the Formstack form Behaviour Episode when generating an External Behaviour form.

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Service Agreements

Setting	Description
General Agreement Settings	Specify whether or not service delivery can commence before client approval of a service agreement. Show or hide the Item Funding Manager and Program fields when creating or editing service agreements. Specify the number of days for which a service agreement quote is valid. Specify which service agreement statuses will be set to Expired when the end date has passed.
Overclaim Settings	Set the default behaviour for overclaims on service agreements, categories and items.
Travel & Transport Settings	Set the default rates for non-labour travel, non-modified vehicle transport and modified vehicle transport. Enable fixed travel budgeting and charging.

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Service Delivery

Setting	Description
Service Delivery Settings	Specify whether or not to prevent delivered record modification. Specify whether or not to substitute new NDIS rates. Specify whether or not to round service delivered amounts. Specify whether or not to enable service deliveries transfer.

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