Checklist for setting up a service for allied health

Lumary AH - This article provides a checklist for making sure services are set up to appear in service agreements, appointments and the Service Delivery Entry screen.

There are several settings that affect the way services appear in Lumary AH. The following checklist shows:

• records you'll need to update or create
• key settings that affect whether a service is available, and
• links to articles that provide more detail.

Record	Description	How to get there	Key fields	Required related records	Articles
Rate	The amount charged for the service.	App Launcher > Services > service record > Related tab	Rate Type Service Start Date End Date		Add a rate
Rate type	The type or purpose of the funding that determines the rate.	App Launcher > Reference Data > Rate Types list view > rate type record			Add a rate type
Service	Service or support provided to a client.	App Launcher > Services > service record	Support Category (enables the service to appear in categories on service agreements)	Rate Site Service/Program (links the service to a site)	Add a new service
Site Service/Program	Links a service to the site that  claims its funding or reports on its delivery.	App Launcher > Services > service record > Related tab	Service Site		Link a service to a site
Site	The site that receives the funding for the service or reports on its delivery.	App Launcher > Sites > site record		Site Service/Program (links the site to a service)
Support Category	The group of services that includes this service. NDIS services are grouped into specific support categories.	App Launcher > Reference Data > Support Category list view > support category record		Services (display only, lists services within the category)