The Lumary AC 2.10 Minor 1 release includes improvements for DEX and SAH extracts, Clinical Assessments and Observations.
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Version 2.10 Minor 1
Available: 2 December 2025
This release includes enhancements to DEX and SAH extracts, Clinical Assessments and Observations.
DEX Extracts:
SAH Extracts:
- enable amendments for Support At Home, and
- managing amendments and adjustments on Support At Home Payment Statements
Clinical Assessments:
Observations:
- observation schedules
- food intake observations
- IDC/SPC bag change chart observations
- repositioning chart observations
- urine observations
- bowel observations
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
DEX Extracts
Improved DEX Extracts: Now handling large data sets
The DEX Extract will now automatically separate extracts when more than 2,500 records are included within the extract. When this limit is reached, Lumary will create a Parent DEX Extract record with multiple child extracts.
This update improves reliability and performance for high-volume days by splitting the DEX Extract into manageable files, ensuring all data is included and reducing the need for manual intervention.
When the DEX Extract is divided into multiple extracts:
- Only the Parent DEX Extract appears on the Lumary Extracts screen.
- The Parent DEX Extract record will have no records in the Extract Items related list. Instead, there will be related child Extract records in the ‘Extract’ related list.
- When creating the file for the DSS, this will be attached to both the Parent DEX Extract and to the Child DEX Extract.
- Deleting a Parent DEX Extract does not delete its child extracts. After the Parent DEX Extract is deleted, child records will appear on the Lumary Extracts screen.
Refer to our create a DEX extract guide for additional guidance.
SAH Extracts
Enable Amendments for Support At Home
Amendment - Provider has provided a change to invoice item already completed.
To support Services Australia's process for amending a Service Delivered (SD) after uploading it as an Invoice Item, we now mark re-extracted Service Delivered items in a Support At Home (SAH) Extract as amendments and link them to the original Extract Item. This update streamlines handling changes to previously invoiced SAH services and helps providers manage amendments without duplicating claims.
Due to Services Australia (SvA) limitations, amendments cannot be processed via the CSV; therefore, amendment items are excluded from the SAH Bulk File CSV.
Managing amendments and adjustments on Support At Home Payment Statements
Adjustment - Services Australia System has triggered an adjustment to the calculation of this item. Example: a retrospective care recipient contribution change.
We’ve made updates to improve and simplify the claim process by adding new records for Claim, Payment Item, and Payment Item Budget to track adjustments and amendments in payment statements.
You can now upload a payment statement CSV against a claim to automatically create and link Payment Items and Payment Item Budgets, including fields to track adjustments and amendments from Services Australia. This improves visibility of changes not initiated by providers, such as client contribution adjustments, and ensures accurate tracking of payment statement data within the claim workflow.
We’ve also provided access to these new objects, for more details view our permission sets updates.
Follow the steps in Upload a Support At Home (SAH) Payment Statement file to get started.
Clinical Assessments
Status Improvements
- When creating a new Clinical Assessment and selecting "Not Required" as the Review Period, the status will now correctly display as "Current" instead of "Due for Review".
- When viewing or editing a Clinical Assessment, review date fields are now shown or hidden based on the selected Review Period option.
- A new "Superseded" checkbox has also been introduced, allowing users to clearly mark and identify clinical assessments that have been replaced. When this is ticked, the Status will update to "Superseded".
These changes improve accuracy of statuses and ensure they reflect review requirements.
Observations
Observation Schedules
- When creating Observation Schedules, you can select a Non-Specific Times option of “Custom” and record Custom Times such as “every 2 hours”.
- A new field is also available for recording Additional Instructions for the schedule, and text entered here will appear on the Last Observations lists for all observation types.
- You can select the new “Also create Ad Hoc Schedule” option to automatically create an equivalent ad hoc schedule for the same Observation Schedule Type when saving. This is useful in scenarios where a client may need observations on a regular frequency as well as ad hoc.
Food Intake Observations
- When recording Food Intake observations, we have relabelled fields for clarity: Food/Drink Item now shows as Food Item, and Amount shows as Amount Consumed.
- The Amount Served and Amount Consumed fields now appear in a logical order.
- The Last Observations list displays the values for both Amount Service and Amount Consumed.
IDC/SPC Bag Change Chart Observations
- A new "Reason for bag change" picklist field has been added when capturing IDC/SPC Bag Change Chart Observations, allowing users to select from options such as Attached night bag, Removed night bag, Bag leaking, Soiled bag, or Other. This field is now mandatory when recording a bag change, and if "Other" is selected, the "Reason for change" field becomes required.
- The Latest Observations card and Last Observations list now display both values, providing clearer context for each observation.
Repositioning Chart Observations
- Users can now record where clients have been Positioned From, as well as Positioned To.
- Additional options for Hoist, Shower Chair and Vehicle are available for selection.
- The Last Observations list now displays the to and from values, while the Latest Observations card will show the Positioned To value.
Urine Observations
- We’ve updated the hydration rating scale to match the Health Direct Urine Colour Chart, adding clearer colour descriptions, and expanding the scale to eight options. Existing Urine observations created before this change will respect the previous 1-7 scale.
- Method options for Continence Aid, Incontinence and Stoma are now available.
- An Amount option of “Unknown” can be used in scenarios where workers are unable to determine the amount.
- You can also record Additional Information such as odour or flow.
- The Latest Observations card and Last Observations list display both the hydration rating number and its description for better clarity.
Bowel Observations
- The Latest Observations card now displays the Amount value with the Faeces Type value.
- When recording Bowel observations, a new toggle is available to clearly record when no bowel action has occurred. This will automatically set the Amount to “NIL” and Faeces Type to “None”.
- Method options for Incontinence and Stoma are now available.
- The Amount field has been updated to include more intuitive options (Small, Medium, Large, Very large). If you wish to remove some of the Amount options for the Bowel record type, you can follow the steps below:
- Click on the cog setup icon.
- Select Setup.
- Click on the Object Manager tab.
- Click in the Quick Find search field.
- Type Observation.
- Click on the text link of the Observation object name.
- Select Record Types.
- Click in the Quick Find search field and type Bowel.
- Click on the text link of the Bowel Record Type.
- Click Edit before Amount field.
- Select the values you wish to make unavailable for the Bowel record type from the Selected Values list and click Remove.
- Click Save.
These changes make it easier record and review observations across both desktop and mobile, and ensure more accurate record-keeping.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
General
Purchase Order - We’ve updated the Purchase Order Billing flow for Home Modifications specifically for the Service HMITM 001, to allow users to specify the type of health professional providing the service, with new options for "Occupational therapy" and "Other" as per the service list. This fix ensures all required information can be captured during the purchase order process for invoicing.
SAH Extract Bulk Invoice Generation - The Delivery Date in the SAH Extract Bulk Invoice CSV is now formatted as YYYY-MM-DD as per Services Australia’s required format. Please note that date formatting issues may still occur when opening the CSV in Microsoft Excel.
Block Grant Service Agreements - The creation and editing of Block Grant Service Agreements now consistently set the Funding Type to ‘Block Grant’ and the Rate Type fields to the selected rate type. This update ensures data consistency across all Block Grant Service Agreements, improving the accuracy of reporting and related workflows.
Funded Client - The Funded Client batch update process has been improved to handle large numbers of records without error. Funded Client statuses will now update reliably, even when more than 200 records require processing, ensuring accurate and timely status changes for all affected records.
Default Dates when creating Assessments, Consents and Personal Support Plans - When creating new records in the objects below, the listed date field will now default to the current date, with the option to adjust the value when applicable:
| Object | Field |
|---|---|
| Assessment | Assessment Date |
| Consent | Consent Date |
| Personal Support Plan | Plan Date |
Permissions
Permission sets
We’ve made updates to field permissions on the permission sets shown in the following table. If you have custom or cloned permission sets that include these objects, we recommend that you add these permissions.
| Permission set | Object | Field | Permission |
|---|---|---|---|
| Lumary AC - Extract Management | Extract Item | Amendment | Read, Edit |
| Original Extract Item | Read, Edit | ||
| Invoice External Reference | Read | ||
| Rate | Claim Unit Type | Read | |
| Claim | Claim Id |
Read, Edit | |
Payment Date |
Read, Edit | ||
Service NAPS Id |
Read, Edit | ||
Service Provider Id |
Read, Edit | ||
Site |
Read, Edit | ||
Status |
Read, Edit | ||
Payment Statement CSV |
Read, Edit | ||
| (Object Access) | Create, Read, Edit, Delete | ||
| (Tab Settings) | Available, Visible | ||
| Payment item | (Object Access) |
Create, Read, Edit, Delete |
|
| (All Field Access) | Read, Edit |
||
| Payment Item Budget | (Object Access) |
Create, Read, Edit, Delete |
|
| (All Field Access) | Read, Edit |
||
| Lumary AC - Case Note Management | Clinical Assessment | Superseded | Read, Edit |
| Lumary AC - Observation Management | Observation | 7 Scale | Read |
| Additional Information | Read, Edit | ||
| Also create Ad Hoc Schedule | Read, Edit | ||
| Custom Times | Read, Edit | ||
| Positioned From | Read, Edit | ||
| Reason for bag change | Read, Edit | ||
| Urine Hydration Description | Read | ||
| Lumary AC - Plan/Assessment Upload | Clinical Assessment | Superseded | Read, Edit |
Lumary AC - Set Up |
Rate |
Claim Unit Type |
Read, Edit |
| Permission set | Apex Class |
|---|---|
| Lumary AC - Baseline | enrtcr__GenerateClaimController |
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