Lumary AH - The Lumary AH 11.0 release includes improvements for case noting, invoices, unavailability my day view and the appointment scheduler.
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Available: 25 November 2024
This release includes improvements for case noting, invoices, unavailability My Day View and the appointment scheduler.
Please note the related user guides listed below will be published on the 22nd November 2024.
Case Note changes include:
Invoicing changes include:
- Introduction of payment refunds,
- Easy allocation of unallocated payments to invoices,
- Enhanced flexibility for invoice PDFs, and
- Added error management to the invoice generation process for the bulk invoice run extract.
Worker unavailability changes include:
- Add Unavailability in bulk for teams, and
- Cancel overlapping appointments when adding unavailability.
My Day View and Appointment Scheduler changes include:
- New "Complete" Button in My Day View for clinicians,
- Appointment scheduler side panel now removed,
- New month view for Clinician and Client calendars, and
- Decommissioning of legacy appointment scheduler and pages.
The release also includes several bug fixes and other changes.
New Case Note Auto-Save Feature to Prevent Data Loss
To reduce the risk of data loss due to session timeouts (Invalid Flow Interview State Errors), we’ve introduced an optional auto-save feature for case notes. Once enabled, this feature automatically saves your therapist's work as soon as they begin a note and continues to save it at intervals of your choice, keeping your notes secure and up-to-date.
Important - When the auto-save feature is activated, case notes will function differently. Key features such as adding billing, sharing notes, and linking goals will only be available once the case note’s status is set to Completed. Please consider this when enabling auto-save, as it may impact your workflow and require internal communications to clinicians before activating.
Find out more in our:
- video preview, and
- manage Lumary AH settings article.
Track Who Has Received Shared Case Notes
You can now see a list of client contacts with whom a case note has been shared. This update provides greater visibility, allowing you to easily track who has received the information. This will only be available for notes shared after the deployment of this release.
Introducing Payment Refunds
Need to issue a refund due to overpayment or another reason? Now, you can easily process refunds by navigating to the original payment and selecting the Refund Payment button. Refunds can be issued for any unallocated amount on the original payment, making it simple to manage adjustments.
Find out more in add a refund to an allied health payment.
Easily allocate unallocated payments to invoices
You can now view a list of unallocated payments associated with the same debtor or client directly from the invoice screen. Simply select an unallocated payment and allocate it to the invoice in just a few clicks, streamlining your payment management.
Find out more in add a payment to an allied health invoice.
Enhanced Flexibility for Invoice PDFs
You now have more control over your invoice PDFs! Configure the header, footer, terms & conditions sections directly from Lumary AH Settings, allowing for greater customisation to meet your needs. This update removes the limitations of set fields, making it easier to align your invoices with your brand and preferences.
Additional improvements include:
- “Paid in Full” Indicator: Invoices now clearly display “Paid in Full” when applicable.
- Full Claim Type Display: Claim types are shown in full (previously abbreviated), providing clarity and ease of record-keeping.
Find out more in manage Lumary AH settings.
If you require support customising your invoice template, please submit a support request through our Help Centre.
Improved Error Management in Bulk Invoice Run Extract
We’ve enhanced error handling in the invoice generation process for the bulk Invoice Run extract. Now, any Extract Item (EXI) with a blank Service Delivered field will be ignored, reducing common errors during processing.
In addition, new error logs have been added, enabling better tracking and troubleshooting of any issues that may arise.
Add Unavailability in Bulk for Teams
We’ve added new options on Site, Team, and Worker records, as well as the My Day View, allowing clinicians, team leaders, and customer service officers to easily add unavailability for individual workers or entire groups (via a site or team). This update makes it simpler and faster to manage availability across your team.
Cancel Overlapping Appointments when Adding Unavailability
Now, when recording unavailability via the new Add Unavailablity feature, you'll see a prompt displaying any overlapping appointments. You can quickly cancel these appointments directly from the unavailability screen, streamlining the process of managing schedules and saving you time.
Find out how to:
New "Complete" Button in My Day View for Clinicians
For clinicians managing post-session appointments, the check-in and check-out buttons have been consolidated into a single Complete button. This button will be available 15 minutes after the appointment start and end times, making it easier for clinicians to finalise appointments at the end of the day or after the session has ended, without needing to use the check-in/check-out functions.
Find out more in our introduction to your My Day View.
Appointment Scheduler Side Panel Now Removed
The side panel in the Appointment Scheduler has been removed. Now, appointments will open in a new tab, reducing clicks and load times for a smoother, more efficient scheduling experience.
New month view for Clinician and Client calendars
We've added a new Month View option to the Clinician and Client Appointment Calendars, based on user feedback. This view allows users to see a full month of appointments at a glance, providing greater visibility and ease of scheduling.
Decommissioning of Legacy Appointment Schedulers and Pages
- Legacy Appointment Scheduler Update - The legacy Appointment Scheduler is now labelled “Appointment Scheduler (unsupported)”. Users will be directed to the newer version for access to improved features and ongoing support.
- Updated Appointment Page - The opt-in functionality for the Appointment Page has been removed. All users will now be automatically directed to the updated version of the Appointment Page, ensuring a consistent and streamlined experience.
Bug Fixes and Other Changes
The following bug fixes and changes are also included in this release:
- Recurring Appointment Series Creation: Fixed an issue where recurring appointments were failing to create the series due to conflicting availability.
- Ad-Hoc Planned Services and Contracted Services: Resolved an issue where adding ad-Hoc planned services to an appointment also triggered auto-adding contracted services when they matched.
- My Day View - Draft Appointments: Fixed an issue preventing users from viewing Draft Appointments in the My Day View.
- Appointment Scheduler Null Client Name: Resolved an issue where users without access to full client records saw “Null” in the appointment scheduler.
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