Lumary service delivery records
Understand the data captured against Lumary Service Delivery Records
Service delivered information in Lumary is the amount billable (i.e., this is what will be claimed from NDIS).
When a job is completed for a client or group, a service delivered record is automatically created in Lumary’s service delivered object for each client. The records created will have the following fields automatically set.
Table: Fields automatically set for records
| Field | Description |
|---|---|
| Hours | Duration of the original job (i.e., if the original job was scheduled for one hour then the service delivered record would be set to one hour, regardless of how long it took to deliver the service). If two workers attend a job, then a separate service should be used (i.e., a service that is priced at double. NDIS have some services setup like this). |
| Service Agreement Item | Default setting is to the service agreement item that was nominated at the time the job record was created/setup.Note: A service record is associated with one Support Category (a Reference Data record type). When creating a new service agreement, users can add multiple support categories. They also have the option of updating the field ‘Restrict delivery to Service Item’. When delivering a service, if this field equals True, the service delivery item is created against a specific line item (as specified in the service agreement). If this field equals False, users will be able to deliver against any of the services that are linked to the support category; provided that the service is associated with the correct rate and site. |
| Client Accepted | Set to True (single event only). Defaulted to true for Group Attendees |