Lumary AC - This article lists some of the settings you'll need for a successful Support At Home (SAH) extract and claim.
To claim a client's funding directly from Services Australia, successful claims require several pieces of information. When you run an SAH extract, the system looks for these items on several records. It also checks various settings to make sure that the service can and should be claimed. This information is used to create extract items (EXIs) for each service that's being claimed.
If you run an SAH extract and it doesn't create EXIs for all of your service delivered (SD) records, this may be due to an incorrect setting or missing information.
This article shows what's required on the following records or screens to create an SAH extract item (EXI):
- client's record
- service agreement (SA)
- service agreement item (SAI)
- service delivered (SD) record
- Extracted Service Delivered (ESD) record, and
- Lumary Extract screen.
Client's record (Contact)
To find a client's record:
- Search the client's name using the global Search field
| Field | Setting | How to get there |
|---|---|---|
| Care Recipient ID | Client's Care Recipient ID must be provided | Client's record > Edit button |
Service agreement (SA)
To find a service agreement:
- client's record
- Funding tab
- Individual Service Agreement Section - SAH service agreements have an SAH label
- View text link.
| Field | Setting | How to get there |
|---|---|---|
| Funding / Rate Type | SAH | Amend service agreement |
| Funding Management | SAH Package or Restorative Package | Funding Information section |
| Client Approved Date? | Must display a date. |
The best place to check these settings via the Details tab on the Service Agreement
Service agreement item (SAI)
To find a service agreement item:
- service agreement
- Service Agreement Items section
- restricted items will be listed below their category.
| Field | Setting | How to get there |
|---|---|---|
| Funding Management | SAH Package or Restorative Package |
Restricted items are listed below the category heading and show the funding managements. Unrestricted items get their funding management from the service agreement or category. |
Service Delivered (SD)
To find a SD item:
- Service Delivery Entry tab
- set Date to the date of the service delivery
- click on the SD record name.
You should avoid making changes directly on an SD record as this may cause issues with other processes in the system. If you need to change settings, we recommend that you:
- Go to the Service Delivery Entry screen.
- Click on the pencil icon.
This will present editable fields that are safe to change.
| Field | Setting | How to fix it |
|---|---|---|
| Total inc GST | Amount must be greater than $0. | Check that the quantity and rate are more than 0. |
| Client/Rep Accepted | Checkbox must be ticked. | Put a tick in the Client/Rep Accepted checkbox. |
Extracted Service Delivered (ESD)
Once the SAH extract is run, there should be a related Extracted Service Delivered record that links the Service Delivered (SD) to the Extract Item (EXT) record.
If a service delivered already has a related Extracted Service Delivered record, it can’t be extracted again. To make updates, you’ll need to unlink the record by deleting the Extracted Service Delivered record before running a new extract.
To find a Extracted Service Delivered (ESD) item:
- Service Delivery Entry tab
- set Date to the date of the service delivery
- click on the SD record name
- Related tab
Extract (EXT)
To create or find an extract:
- Lumary Extracts tab. If this is not visible, click on the App Launcher nine dot icon and search for Lumary Extracts.
When you're setting up your SAH extract, the following settings may affect whether an SD record is included.
| Field | Setting | What to check |
|---|---|---|
| Extract Type | Must be SAH. | - |
| Site Name | Must be populated. | Must match the site's name exactly. Only that site's SD records will be included in the extract. |
| Service Agreement Number | Can be left blank. | If filled, must match the service agreement's number exactly. Only SD records from that service agreement will be included in the extract. |
| Client Name | Can be left blank. | If filled, must match the client's name exactly. Only that client's SD records will be included in the extract. |
| Start Date | Must be populated. | Only SD records for this date or later will be included. |
| End Date | Must be populated. | Only SD records for this date or earlier will be included. |
Find out more about how to create an SAH extract.