Lumary AC - 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. The following checklist shows:
- the Lumary record that includes the fields
- how to find the record and fields in the Lumary system
- the key fields that are required, 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 ☐ Claim Unit Type ☐ Provider Number |
Add a new rate to a service | |
| Rate type | The type or purpose of the funding that determines the rate. | App Launcher > Reference Data > Rate Types list view > rate type record |
☐ Include in Extracts | Add a new rate type | |
| Service | Service or support provided to a client. | App Launcher > Services > service record |
☐ Support Item Code ☐ Function Code |
☐ 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 |
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 |
☐ NAPS Service ID | ☐ Site Service/ Program (links the site to a service) | Create a site |
| Support Category | The group of services that includes this service. | App Launcher > Reference Data > Support Category list view > support category record |
☐ Participant Contribution Category | ☐ Services (display only, lists services within the category) | Add a new support category |