Lumary AH - This article explains how to link a service to site.
Any new service must link to a site record, including:
- new services added to your environment as part of an NDIS pricing update, and
- new services you create for your business needs.
This ensures that claiming includes relevant information about where to apply the funding, and that payments can be aligned to the appropriate part of your business. Linking a service to a site is also required to make services available for:
- service agreements, unless it's an ad hoc service
- appointment calendars, and
- the Service Delivery Entry screen.
If you're adding one or more sites to a service, it's usually best to start from the service record. However, if you're adding multiple services to a site, it may be best to start from the site record.
To link a service to a site:
- Click on the Services tab. You may need to click on the App Launcher nine dot icon and search for Services.
Make sure you select the Services option from the Items list in the App Launcher. A search may also list Service under Apps. The app is not the option you're looking for.
- This will open the Services list view. Search for the relevant service and click on its text link in the Service Name column.
Filter your list view using either the Recently Viewed drop-down or the Search this list... field.
- Click on the Related tab.
- Scroll down to the Site Services/Programs section.
- Click on the New button.
- You'll need to select a record type for your linking record. The record type you select will determine what information is captured for inclusion in claims and/or reports.
Services are connected to sites via one of two record types. These are:
- service assignment records for individualised services, such as NDIS or other, or
- service type outlet records for services that need to capture information for block funded services, such as NMDS or QDC.
Service assignment
To add a service assignment:
- Click on the Service Assignment radio button.
- Click on the Next button.
- This will open the New Site Service/Program: Service Assignment form. Enter the details for your site.
The following table explains each of the fields on the New Site Service/Program: Service Assignment form. Fields with a red asterisk are mandatory. Some fields displayed in your environment may be different, depending on:
- how it has been set up for your business processes, and
- the types of funding you typically claim from.
| Field | Description |
|---|---|
| Service * | This field will pre-populate with the service you selected at step 2. |
| Program | If your business uses programs, use this field to search for the relevant program. |
| Cost Centre | For businesses that use cost centres. |
| Site * | Use this field to search for the site. |
| Operating Start Date * | Enter the date that the site began operating for this service. |
| Operating End Date | Not required when linking a new service. |
| GL Code | For business that use general ledger codes. |
- Once you've filled out the relevant fields, click on the Save button or Save & New if you have more sites to link to this service.
Service type outlet
To add a service type outlet:
- Click on the Service Type Outlet radio button.
- Click on the Next button.
- This will open the New Site Service/Program: Service Type Outlet form. Enter the details for your site.
The following table explains each of the fields on the New Site Service/Program: Service Type Outlet form. Fields with a red asterisk are mandatory. Some fields displayed in your environment may be different, depending on:
- how it has been set up for your business processes, and
- the types of funding you typically claim from.
| Field | Description |
|---|---|
| Program | If your business uses programs, use this field to search for the relevant program. |
| Site * | Use this field to search for the site. |
| Service * | This field will pre-populate with the service you selected at step 2. |
| Reporting Body * | The reporting body that will collect the data for this service. |
| Operating Start Date * | Enter the date that the site began operating for this service. |
| Operating End Date | Not required when linking a new service. |
| GL Code | For business that use general ledger codes. |
| Cost Centre | For businesses that use cost centres. |
Other sections may appear on the form to capture information required for different service types, for example:
- minimum data sets (MDS), or
- quarterly data collections (QDC).
- Once you've filled out the relevant fields, click on the Save button or Save & New if you have more sites to link to this service.