Glossary of Lum-AC-ry words

Lumary AC - This article provides definitions for key terms as they relate to the Lumary AC product.

From our system to Salesforce to the range of funding sources, there are a lot of Lum-AC-ry words to remember! This glossary provides explanations about what they mean when they're used in and around the Lumary AC product.

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Term	Definition
ACAT	An Aged Care Assessment Tool (ACAT) assessment is a comprehensive evaluation conducted by a multidisciplinary team to determine an older person's eligibility for Australian Government-funded aged care services.
Account	An account is a type of Salesforce record that stores information about businesses and groups that interact with your organisation. In Lumary, this includes agencies, clinics and education settings. Household accounts are used to store information about clients and the people involved in their care, such as family members and healthcare providers.
Ad hoc Service	In Lumary, ad hoc services are services delivered without a service agreement. They are often used for consumables or over-the-counter purchases. Users cannot include services marked as ad hoc in service agreements.
Advanced care directive	A document to allow an adult to capture their preferences for future medical treatment, should they lose decision-making capacity.
Advance care planning	A process of planning for future health and personal care should a person lose their decision-making capacity.  Advance care planning captures peoples’ values and wishes. It enables them to continue to influence treatment decisions, even when they cannot make or communicate their decisions.
Aged Care Entry Record (ACER) form	The Aged Care Entry Record (ACER) form (AC021) is used to notify Services Australia of new participants entering care, or changes to existing participants' circumstances in aged care services.
Aged Care Quality and Safety Commission	Also known as the Commission. The national end-to-end regulator of aged care services, and the primary point of contact for consumers and providers in relation to quality and safety in aged care in Australia. The Commission's primary purposes are: to protect and enhance the safety, health, well-being and quality of life of aged care consumers to promote aged care consumers' confidence and trust in the provision of aged care services to promote engagement with aged care consumers about the quality of their care and services."
Aged Care Quality Standards	The Quality Standards with which the Commission requires Organisations providing aged care services in Australia to comply. The Standards ensure that everyone using aged care is treated with dignity and respect.
App Launcher	The App Launcher is a panel that shows all of the Salesforce apps available to the user. It also lists all of the items that the user can select and can be used to access objects that don't appear as navigation tabs. It can be opened by clicking the grid of nine dots at the top of each page.
AT-HM List	A list that sets out the defined equipment, products, and home modifications that can be purchased for eligible participants under the AT-HM scheme.
AT-HM Scheme	The Assistive Technology and Home Modifications (AT-HM) Scheme providing assistive technology and/or home modifications for eligible participants.
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CALD	Culturally and linguistically diverse
Care leaver	A care leaver is a person who has spent time in institutional or out-of-home care as a child, meaning they were under the age of 18 and lived in settings like foster care, residential care, or other arrangements outside their family. The term ‘care leaver’ includes Forgotten Australians, Former Child Migrants and Stolen Generations.
Care management	A service involving a suite of activities that contribute to the overall safety, wellbeing, health and quality of life of an older person.
Care management Supplement	A supplement available to providers delivering services to participants with certain diverse needs and/or vulnerabilities on an ongoing basis. The care management supplement is credited to the provider’s care management account.
Care partner	An appropriately trained person who provides care management services for Support at Home participants in an ongoing classification or accessing End-of-Life Pathway
Care plan	A care plan outlines a person's assessed care needs and describes how a provider will meet those needs.
Carryover of unspent quarterly budget	The portion of a participant's unspent quarterly budget that carries over to the following quarter.
Case note	Case notes can be added throughout the Lumary system to provide further information about things like a client's progress or what happened during an appointment.
Charter of Aged Care Rights	Describes the rights of consumers of Australian Government funded aged care services to be consulted and respected, providing the same rights to all consumers, regardless of the type of subsidised care and services they receive.
CHSP	Commonwealth Home Support Program. An Australian Government program that provides basic support services to help older people stay in their homes and communities.
Claim	Authorised providers, when satisfied that all created invoice data is correct, will submit the invoice items. The submitted invoice items will be packaged as a claim that is submitted to Services Australia for approval.
Claiming	Claiming is the process by which providers submit payment claims to Services Australia for subsidy against services delivered to a participant under Support at Home.
Classification	Refers to the classification level of a Support at Home participant, including:  ongoing classification (Class 1-8) short-term classification (Restorative Care Classification, End-of-Life Classification and Assistive Technology and Home Modifications).
Contact	A contact is a type of Salesforce record that stores information about individuals that interact with your business and clients. In Lumary, this includes your clients and workers, but can also include other people involved in client care, such as healthcare providers and family members.
Customisation	A customisation is a deviation from the baseline Lumary package, either by a third-party developer or the Lumary Delivery Team. While the Salesforce platform provides a great deal of flexibility to adapt our product to your specific circumstances, it’s important to be aware that this can cause issues when we make improvements to the system. Find out more about avoiding issues with Salesforce configuration and settings.
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Dignity of risk	The concept that all adults have the right to make decisions that affect their lives and to have those decisions respected, even if there is some risk to themselves.
DVA	Department of Veterans’ Affairs
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End of life	End of life refers to the final stages of a person's life when curative treatments are no longer effective or desired.
Enduring power of attorney	An enduring power of attorney allows a person to delegate the management of their affairs, even if they're no longer able to understand the implications. A person can only give an enduring power of attorney while they're able to understand the nature and effect of the document, and it comes into effect once a person loses mental capacity.
Enquiry	When an organisation is contacted with a request for information about their services, the system can be used to capture the details. This is stored in an enquiry (ENQ) record. If the person that the enquiry is about becomes a client, their enquiry record can also be used to generate their client record.
Exit plan	A plan completed upon conclusion of a restorative care episode to ensure next steps are considered. It is formed from the goal plan to determine how a participant has met their goals, and to determine what support may still be required.
Extract	An extract (EXT) retrieves data from relevant records and puts it into a file format for submission to a funding body to claim funds. Extracts can also be used to share information with financial packages like MYOB or Xero. Extracts use service delivered (SD) records to create extract items (EXIs). Lumary includes extracts tailored to the requirements of specific funding bodies, including the SAH, DEX and DVA. These include all of the information required for a claim to be processed and to ensure that it complies with the funding body's reporting requirements.
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Fee for service	Fees a client pays for services from their own sources, not through government funding.
Fee Reduction Supplement	Financial assistance to participants experiencing financial hardship who cannot pay their Support at Home contributions due to their financial circumstances.
Full pensioner	A person receiving the maximum Australian Government means-tested pension.
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Grandfathered home care package recipient	Refers to home care package recipients who, on 12 September 2024, were receiving a Home Care Package, on the National Priority System (NPS), or assessed as eligible to receive an Home Care Package. Grandfathered HCP care recipients will be no worse off under the contribution arrangements for Support at Home.
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HCP unspent funds	Unspent funds from the participant’s Home Care Package budget that are available to use under Support at Home. This includes: the balance of the provider-held care recipient contributed unspent funds the provider-held Commonwealth portion of unspent funds the Services Australia home care account balance (Government held unspent funds).
Home Care Packages (HCP) Program	The former Australian Government program, that provided funding for packages to support individuals to remain living at home.
Home care pricing schedule	Sometimes referred to as simply the pricing schedule, a home care pricing schedule lists the Department of Health's published rates for Classification and budgets for ongoing services and Short-term supports for Support At Home. The provider is required to publish their pricing schedule on the My Aged Care portal for services. View our Aged Care pricing status article for the current status of the Department of Health published rates in the Lumary system.
Home maintenance	Home maintenance services support people to stay in their own home by making their home safer and more secure. Services can include changing light bulbs, maintaining an emergency alarm, minor repairs such as replacing tap washers and garden maintenance such as lawn mowing.
Home modification	Home modification services can include installing grab and shower rails, easy-to-use tap sets, hand rails, ramps and other mobility aids, installing an emergency alarm and other safety aids, and other minor renovations.
Household	In Lumary, client contact records are often organised under household accounts. The household includes the client's contact record, as well as the records for other people involved in their care, such as healthcare providers and family members.
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Intake	Intake is a type of contact record that can be used for potential clients who require further assessment before being converted into a full client.
Invoice	Authorised providers will create invoice items for each service delivered to a care recipient. Multiple invoice items can be created for one or multiple care recipients. When the provider is satisfied that the invoice item data created is correct, they will submit the invoice items which will be packaged for claiming with Services Australia.
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Lumary Settings	Lumary Settings is where system administrators can apply and adjust settings that affect all users of the Lumary application. Settings include: general information about your company information for setting up integrations default presets for things like service agreements and summary PDFs, and options to enable specific features.
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MAC ID	My Aged Care identification.  An unique identifier assigned to clients in the My Aged Care system.
Monthly statement	Each month, providers are required to make a monthly statement document available to their Support At Home funded clients, detailing the quarterly budget funds allocated to them. The monthly statement outlines both the available budget and the expenditures made, as well as any contributions that have been paid. Providers can generate a monthly statement from Lumary for distribution to their clients.
Multidisciplinary care	A collaborative approach where health professionals from various disciplines work together to provide comprehensive and coordinated care to a person.
My Aged Care	My Aged Care is the starting point for people to access Australian Government-funded aged care services. They provide people with information on services and costs, assessments to determine eligibility, and referrals to service providers.  Providers are required to list their services and costs on the My Aged Care provider portal.
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No worse off principle	A previous HCP care recipient will be no-worse off under Support Home and will not make higher participant contributions than they did under the Home Care Packages program. This applies to grandfathered HCP care recipients.
Notice of Decision	Refers to the letter that details the outcome of an older person’s aged care assessment.
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Palliative care	Palliative care is provided for people who have an advanced illness, with little or no prospect of cure. The aim of palliative care is to achieve the best possible quality of life for the person, their family and carers.
Part-pensioner	A person receiving an Australian Government means-tested pension that is less than the maximum amount
Participant	A person who is receiving services under Support at Home.
Participant contributions	Refers to a participant's contributions for the services they have received under the Support at Home program.
Permission sets	Permission sets are used to refine the level of access provided to different groups of users. They provide more flexibility than profiles and can be used to give users access to the parts of the system they need without being overwhelmed by functionality that they don't use.
Power of attorney	A power of attorney is a document that gives a nominated person (the attorney) the power to act on behalf of another person. It allows the attorney to sign or do anything that the person can legally do, subject to any conditions or limitations stated in the document.
Primary supplements	Supplements available to eligible participants to help cover the costs associated with specialised care. These are included in the participant’s budget. Primary supplements include the:  oxygen supplement enteral feeding supplement veterans' supplement dementia and cognition supplement, and EACH-D supplement The dementia and cognition supplement and EACH-D supplement only apply to transitioned HCP care recipients who were receiving the supplement on 31 October 2025.
Private funding	Private funding refers to payments that will be paid out-of-pocket by the client and/or claimed from their private health insurance fund.
Process	In Lumary AC, a process is a series of steps or tasks that users can add to a record. Processes help users save time by capturing key steps and information in one place. Where multiple users are working on the same process, they can help users quickly see what still needs to be done.
Production environment	The term production environment is used to describe the version of Lumary and Salesforce that contains your live data. It’s where you usually log in to use the system to work with your client’s data, schedule your workers and/or manage claims for funding and payment. While test data can be used in a production environment, it’s important to take care as this can affect the accuracy of reporting and may cause other unexpected results. A production environment may also be referred to as a live environment or org, or a production org.
Profile	A profile establishes the base level of accessibility for each of your users. Each user can only be assigned one profile. Further access can be provided using permission sets. There are three main profiles used in Lumary: Lumary Basic Lumary Standard, and Lumary Advanced. Some clients may also be using custom profiles. These profiles may require additional configuration to ensure access to some Lumary updates.
Provider	An Organisation that delivers Commonwealth-funded aged care services under the Support at Home program to care recipients in their care.
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Quarterly budget	A Support at Home participant’s annual classification funding amount divided into 4 quarters, with added supplements if applicable.
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Related list	Related lists display data from other records that are related to the record you are viewing. They typically appear under tabs that organise them into relevant categories. For example, things like case notes, assessments and service agreements appear as related lists on a client's record.
Remote Supplement	Available to participants in areas classified as Modified Monash Model (MMM) 6 or 7 who receive AT-HM funding. This will be included into the participant’s AT-HM funding.  The amount of the rural and remote supplement is 50% of the assigned assistive technology and/or home modifications funding tier.
Restorative Care Pathway	A short-term pathway providing up to 16 weeks of intensive allied health and/or nursing services and supports aimed to help the participant regain function and/or manage new or changing age related conditions.
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Sandbox	A sandbox is a testing environment that does not use or affect the live data in your production environment. Lumary uses sandboxes to provide access to releases for testing prior to updating production environments. They can also be used for training staff or to trial business processes without risking an impact on your live data. A sandbox environment may also be referred to as a user acceptance testing (UAT) environment or org, or a sandbox org.
Self-funded retiree	A person who funds their own retirement and don’t receive any Australian Government means-tested pensions. Also referred to as a non-pensioner.
Self-management	A participant-led approach where the participant leads and makes key decisions about when services will be delivered, and in some instances which organisations will provide the services.
Service agreement	A service agreement is a contract between a client and a provider that outlines the costs and expectations of both sides. They are a key part of the Lumary system. In Lumary, service agreements: capture all of the key information required to form an agreement for different funding types can be used to track the allocation of funds for an individual client or a group of clients, and include steps for generating quotes and capturing a client's acceptance of the terms. Lumary service agreements can be used for SAH, HCP, individual grant, block or other types of funding.
Service delivered record	A service delivered (SD) record stores information about a service that you've provided to a client or account. It includes information like the rate and quantity of the service, which is used to claim funds. Service delivered records have an SD prefix followed by a numerical identifier, for example, SD-0000200.
Service Delivery Branch	The place of business of the registered provider through which funded aged care services are delivered to an individual. A provider must have a service delivery branch to claim for services delivered and receive subsidies from Services Australia.
Service list	A defined list of services outlining included and excluded services available to participants under the Support at Home program.
Service provider	A company or organisation providing services to clients.
Special needs groups	There are nine groups of people with special needs mentioned in aged care legislation. These are:  people from Aboriginal and/or Torres Strait Islander communities people from culturally and linguistically diverse (CALD) backgrounds people who live in rural or remote areas people who are financially or socially disadvantaged people who are veterans of the Australian Defence Force or an allied defence force including the spouse, widow or widower of a veteran people who are homeless, or at risk of becoming homeless people who are care leavers (which includes Forgotten Australians, Former Child Migrants and Stolen Generations) parents separated from their children by forced adoption or removal people from lesbian, gay, bisexual, trans/transgender and intersex (LGBTI) communities.
SPR	Support plan review
Supplements	The government pays approved providers supplements to help with the cost of meeting specific care needs. There are different groups of supplements, primary supplements, remote supplements and care management supplements. The government decides supplement rates.  Find out more about supplements for Support At Home on the Department of Health website.
Support plan	A plan developed by an aged care assessor which details: summarises the results of the participant's aged care assessment makes recommendations for services and supports provides guidance on how recommended services may be delivered. It is a continuous document (i.e. a client only has one Support Plan).
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TCP	Transition Care Programme
Transitioned home care package recipient	Refers to all existing home care package recipients who transitioned to the Support at Home program on 1 November 2025.
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UAT environment	User acceptance testing (UAT) environment is another way of describing a sandbox.
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Veteran and war widow/widower pensioners	Veterans or war widow/widowers who are eligible for and receive a pension from the Department of Veterans' Affairs.
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