System administration
Manage and maintain your Lumary AH environment.
- Add a new rate type for allied health
- Add a new service for allied health
- Add a rate to a service for allied health
- Add a task group or subtask to an allied health process template
- Add potential billable services for allied health appointments
- Allow allied health SD records to be created before client approval
- Assign a permission set to multiple allied health users
- Assign permission sets to an allied health user
- Avoid issues with Salesforce configuration and settings
- Checklist for setting up a service for allied health
- Create a custom cancellation reason for allied health
- Create a letter template for allied health
- Create a new allied health user
- Create a session type for allied health appointments
- Create an allied health process template
- Link a service to a site for allied health
- Link a site to multiple services for allied health
- Manage goal categories and templates
- Manage Lumary AH settings
- Permission set summary for allied health