Formstack Document Changes

Lumary AC - This page outlines changes made to the Formstack documents. 

As part of Lumary AC, we have multiple Formstack Document Templates to help support the migration of relevant information needed for Support At Home, we’ve included:

• service agreements
• individualised budget
• care plan, and
• monthly statement. 

The change log provides a record of updates made to documents, helping you track revisions and maintain version control. We also included how to identify your current version. Please follow this section to get a notification when we update the page.

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Service Agreement

Service agreements for Support at Home capture all required details, including participant and provider information, service lists, pricing (including third-party delivery and supplements), and participant contributions.

Below are the latest updates for Lumary's Service Agreement Formstack Document Templates version:

Document Version	Changes	Available from date	Package Dependencies
V1	Introduced Document	13 August 2025	Lumary AC 2.7

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Individualised Budget

Individualised Budget outlines funding sources, service costs, descriptions of assistive technology or home modifications, and participant contributions, ensuring greater transparency and alignment with care planning requirements.

Below are the latest updates for Lumary's Individualised Budget Formstack Document Templates version:

Document Version	Changes	Available from date	Package Dependencies
V1	Introduced Document	13 August 2025	Lumary AC 2.7

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Care Plan

Care Plan captures client's needs, goals, preferences, and strategies for achieving their goals. The Care Plan also outlines service details, risk management strategies, and cultural preferences, supporting a person-centred approach.

Below are the latest updates for Lumary's Care Plan Formstack Document Templates version:

Document Version	Changes	Available from date	Package Dependencies
V2	Summary of Services Updates Corrected provider type reference to ensure accurate data display. Improved table rendering by migrating additional table rows into the foreach loop. Updated header row placement and conditions for better structure and consistency. Data Mapping Update SAI Heading Query: Added new query to group Support Contract Items by category, enabling improved heading display in the Summary of Services section..	27 January 2026	Lumary AC 2.7
V1	Introduced Document	13 August 2025	Lumary AC 2.7

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Monthly Statement

Providers can generate detailed monthly statements for Support at Home clients, showing funding available, services delivered, participant contributions, and remaining balances for each calendar month, and any adjustments or refunds. These statements show opening and closing balances for ongoing services, restorative care, end-of-life pathways, and assistive technology and/or home modifications, helping clients and providers track available budgets and commitments.

Below are the latest updates for Lumary's Monthly Statement Formstack Document Templates version:

Document Version	Changes	Available from date	Package Dependencies
V16	Agency Fix - Updated the Detailed Expense Information for Ongoing Budget section to correctly display the Agency name instead of the record ID. Icon Optimisation - Replaced icons with optimised images to reduce file size and improve document performance. Refund Calculation fix - Updated Adjustments or Refunds from Previous Calendar Months > Breakdown of Cost to correctly support client contribution refunds and ensure accurate calculation logic. Available Balance fix  - Adjusted the order of operations (parentheses) to resolve intermittent miscalculations in Formstack with the ongoing budget Available Balance calculation.	5 May 2026	Lumary AC 2.14
V15	Financial Summary Updates Updated Starting Balance to include carryover unspent funds and revised calculation. Updated Adjustments text and calculation to reflect previous month(s) within the same quarter. Updated Available Balance calculation as of report end date. Support at Home Account Summary Enhancements Updated quarterly budget calculation. Added supplement breakdown section. Enhanced Unspent Funds to conditionally display variations from previous quarters. Updated calculations for Available Budget, Quarterly Balance, and Remaining Balance. Refined variations text for clarity. Support at Home Services Summary Updates Updated Budget Balance and Remaining Quarterly Balance calculations. Revised adjustments/refunds text to clarify handling of incorrect or missing charges. Detailed Expense Information Improvements Clarified Care Management hours delivered display. Added missing Your Contribution in adjustments/refunds breakdown. Unspent Funds Enhancement Added new table to support and display variations from previous quarters (including maximum values). Assistive Technology & Home Modifications Updates Updated budget balance and expense summary calculations for: Assistive Technology Scheme Home Modifications Scheme Mapping Updates Ongoing Budget Query: Enhanced to include supplement fields (e.g., dementia, veterans, oxygen, enteral feeding) and ongoing classification. Ongoing Budget Variations Query: Updated to include quarter-based filtering to ensure accurate period alignment. Ongoing Budget Previous Variations Query: Added new query to capture variations from prior quarters separately.	11 March 2026	Lumary AC 2.14
V14	Release Notes – Formstack Document V14 (25/02/2026) No template changes required. Mapping Updates Unspent HCA Budget Previous Spend: Updated query to remove quarter-based filtering, ensuring all relevant prior transactions are included. Unspent Commonwealth Budget Previous Spend: Updated query to remove quarter-based filtering for consistent calculation of prior spend.	25 February 2026	Lumary AC 2.14
V13	Adjustments & Refunds Enhancements Updated Service, Rate and Quantity display across Support at Home, Assistive Technology, and Home Modifications to clearly distinguish between missed charges and refunds, including service details, dates, rates, and quantities. Home Modifications Fixes Corrected conditional logic to ensure the Home Modifications Detailed Expense Information section displays correctly. Fixed table conditions to reference the correct variation dataset. Data Mapping Updates SaH Variations: Enhanced query to include service name, rate, unit type, and GST-inclusive rate, with correct filtering and ordering. AT/AS Variations: Enhanced query to include rate details, unit type, and naming for improved display. Home Modifications Variations: Updated query to include additional service and rate-related fields.	20 February 2026	Lumary AC 2.14

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Understanding your current version

To support tracking updates, and understanding your current version - moving forward your mapping name will include the version that the template is on. This will help customer success to answer any queries about your specific version, and to know that you've got the latest updates.

To check your version:

1. Open the App Launcher (grid icon in the top-left corner).
2. Search for and select Formstack Mapping.
3. Search until you find the document mapping, for example Monthly Statement

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Follow us to get update notifications

You can follow sections in Lumary's Help Centre with your Help Centre account. If you follow a section, you'll receive email notifications  whenever a new article is published in that section, or when an article is republished with updates.

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