Lumary AH - The Lumary AH 10.0 release includes improvements for managing invoice payments, availability, case notes and assets.
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Available: 14 October 2024
This release includes improvements for managing invoice payments, worker availability, case notes and site assets.
Managing payment changes include:
Worker availability changes include:
Case note changes include:
Asset changes include:
The release also includes several bug fixes and other changes.
New uploading bank statements and auto-matching to invoices feature
We’ve streamlined the reconciliation process for finance teams in Lumary. Now, you can upload bank statements, and the system will automatically match transactions to outstanding invoices and generate payment records, eliminating the need for manual entry.
To set up Phrases to Ignore and the Matching Threshold, please submit a support request through our Help Centre.
Find out more about bank statement matching in allied health.
New Availability and Unavailability Types
Providers can now categorise availability records with Availability Types and Unavailability Types.
Providers who wish to change the out of the box Availability and Unavailability Types can do so by submitting a support request through our Help Centre.
Find out more about how to add availability for an allied health worker.
Updated Availability Matching Tool
The enhanced availability matching tool, available on enquiry and waitlist records, allows users to find workers based on these categories. This feature is especially useful for finding therapists available for telehealth or other specialised needs, improving the efficiency of locating available staff.
Find out more about find an available matching therapist for an allied health waitlist or enquiry.
New auto-resizing of the case note interface
Therapists can now enjoy a smoother experience when creating case notes. The case note window will automatically expand as they type longer entries, eliminating the need to navigate double scroll bars in a small window.
A new site based asset availability calendar
You can now link assets, such as clinic rooms, to specific sites. When booking appointments, a new toggle allows users to filter assets by site, minimizing unnecessary scrolling and simplifying asset selection. Users can also view a pre-filtered list of asset availability directly from the site record, streamlining the process of finding available rooms for appointments.
Find out more about viewing available assets at a clinic (site).
Bug fixes and other changes
The following bug fixes and changes are also included in this release:
- Non-Billable Appointments have no assets found - Issue with finding and adding assets for non-billable appointments has been fixed.
- Error when modifying an appointment with an Inactive Session Type - Issue with inactive Session Types producing error when editing appointments associated to them has been fixed.
- Glitch with auto adding billing to some appointments - Issue with Automated Planned Services not automatically being added to appointments in certain scenarios, when it should have, has been fixed.
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