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Manage and update allied health goals – Lumary
WEBYou can view, edit, update, reprioritise and delete goals from the Goal Plans tab. To manage a client's goal: Go to the client's record. Click on the Goals tab. Click on the Goal Plans tab. This will list the goals in the client's current goal achievement plan (GAP). You can use the tabs at the top of the list of goals to view active goals and
Actived: 6 days ago
URL: https://support.lumary.com/hc/en-us/articles/6191195012111-Manage-and-update-allied-health-goals
Introduction to allied health calendars – Lumary
WEBIntroduction to allied health calendars. Lumary AH - This article provides an introduction to how calendars work in Lumary AH. Lumary AH has a series of calendars designed specifically for viewing client and worker availability and booking appointments. These calendars all work in essentially the same way, but which one is best for a given task
Create an allied health appointment – Lumary
WEBLumay AH nav bar. Click on the Appointment Scheduler tab. The worker's or client's record. Click on the View/Add Appointments button. All of these starting points open a calendar. To create a new appointment, click on the: block on the calendar for the date and time you want to book the appointment, or.
Better Wellbeing Through Technology
WEBLumary ABA helps you run your therapy practice smoothly so you can focus on improving your programs and supporting your employees. With complete end-to-end ABA practice management software, you can manage your entire practice needs. From intake to authorizations, scheduling to billing, streamline your admin tasks through automation.
Lumary Welcomes Dr. Ellie Kazemi as its New ABA Advisor
WEBNovember 15, 2023. Lumary is excited to announce Dr. Ellie Kazemi as its most recent ABA advisor. Dr. Kazemi has been leading the way in outcome assessment and leveraging advanced technology in healthcare through robotics, virtual reality, and artificial intelligence. As an end-to-end ABA practice management platform, Lumary ABA aims to empower
Complete an allied health appointment – Lumary
WEBClick on the appointment subject text link at the top of the panel. This will open the appointment's session record. Click on the Complete button at the top of the session record. You may need to click on the drop-down arrow to find it. This will open a Complete Appointment form.
Generate an invoice from an allied health client's appointment
WEBClick on the Invoicing and Payments tab. Under Services Delivered, you should see the service delivered (SD) records for the services you’re invoicing. Click on the Generate Invoice button at the top of the session record. This will open a Generate Invoice pop-up window. Select the client that you're generating the invoice for.
Schedule services – Lumary
WEBSchedule appointments. Create an allied health appointment. Create a group allied health appointment. Create a worker-only allied health appointment. Add recurrences to an allied health appointment. Create an allied health appointment in the Appointment Scheduler Beta calendar. See all 6 articles.
Add or update a client's medical details – Lumary
WEBTo add or update a client's medical details: Navigate to the client's intake or client contact record. Click on the Health tab. The client's medical details will be listed at the top of the page. To make changes to this information, click on the Edit button at the top of the record. If you created your client directly under the Contacts tab
Resolve Lumary AH login issues – Lumary
WEBIf you can't log in to Lumary AH, there are a few things you can try. The table below shows the steps to resolve some common issues. You can also check out this help video from Salesforce or explore the additional advice in the troubleshoot login issues section of Salesforce's Help. Your username will usually be the same as your work email. Try
Manage allied health appointments in the Appointment Scheduler …
WEBTo get started with the Appointment Scheduler Beta: Click on the App Launcher nine dot icon. Search for Appointment Scheduler Beta and open it. We recommend that you add this tab to your nav bar by clicking on the drop-down arrow on the tab and selecting Add “Appointment Schedul…” to Nav Bar. Back to article links.
Waitlist an allied health client from the client's record
WEBTo add a client to a waitlist: Go to the client's record. Click on the Support Needs tab. Scroll down to the Waitlists section. Click on the New button. This will open the New Waitlist form. The following table lists mandatory fields and explains some of the key information that you can capture. Field.
Create an NDIS service agreement for allied health – Lumary
WEBInitial setup. To start setting up an NDIS service agreement: Navigate to the client's record. Click on the Funding tab. You may need to click on the More drop-down list to find this tab.; Scroll down to the Individual Service Agreements section.; Click on the New button.; Click on the Funding Type drop-down list and select NDIS.; Set the Start Date and End Date …
Get started with the allied health mobile experience – Lumary
WEBTo get the most out of using Lumary AH on a mobile phone device, set up the Salesforce app to use the mobile experience. To do this, update the active app from Lumary AH to Lumary AH Mobile: Tap the Hamburger button. Select the App Launcher option. Tap on Lumary AH Mobile. Tap on Lumary Mobile Home. Back to links.
Waitlist an allied health enquiry or referral – Lumary
WEBTo waitlist an enquiry or referral: Click on the Enquiry tab. You may need to click on the More drop-down list to find it. Click on the Enquiry ID text link for the relevant enquiry. You may need to search the list view for your record. Click on the Quick Add To Waitlist button at the top of the record. This will open the Quick Add To Waitlist
Distribute multiple invoices for allied health clients – Lumary
WEBTo do this: Click on the Invoices tab. You may need to click on the App Launcher nine dot icon and search for Invoices. The default list view is Recently Viewed. Click on the Select a List View drop-down arrow next to the view and select Bulk Invoices Generated Today. This will list all of the invoices you've generated today but haven't …
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