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This guidance is for Lumary DC. For help with a different Lumary product, check out our Care Management (CM), Allied Health (AH) or Applied Behavioral Analysis (ABA) guides.

Create a service booking

Updated

Lumary DC - This article explains how to create a service booking at the category level using the NDIA Integration Module.

The NDIA Integration Module allows service agreements created in Lumary DC to automatically create service bookings through PRODA in myplace.

Required features

Available with: Lumary's NDIA Integration Module. 

In a recent update, the Automated NDIA Booking checkbox has been renamed to Create Service Bookings.

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Step-by-step instructions

To automatically create a service booking in the myplace portal at the category level:

  1. Create an NDIS service agreement.
  2. Scroll down to the Additional Information section.
  3. Put a tick in the Participant Booking Agreement checkbox.
  4. Put a tick in the Create Service Bookings checkbox.

For a successful service booking, the Participant Booking Agreement and Create Service Bookings checkboxes must both be ticked. Bookings are made when the status of the service agreement is changed to Quote Submitted or Current, depending on how your environment is configured.

  1. Save the service agreement.
  2. Add a new category.
  3. Put a tick in the Send category service booking request checkbox in the Additional Information section.

Due to limitations with the NDIA, the module currently doesn't support bookings for the Transport category.

Category vs line item bookings

You don't need to activate bookings at the category level to make bookings at the line item level. As long as NDIA bookings have been activated when creating the service agreement, then line item level bookings can be made independently of the category level bookings.

  1. Add as many categories as your service agreement requires. You'll need to tick the Send category service booking request checkbox for each category that you'd like to automatically book with the NDIA.
  2. Finalise your service agreement.
  3. An email will be sent to the environment and user email addresses to show whether the bookings were successful or unsuccessful when the service agreement status is set to either Quote Submitted or Current, depending on how the module is configured in your environment. The user will also receive a salesforce notification for a NDIA Integration Log with further details.

Successful booking requirements

Service bookings will be successfully created in the NDIA and Lumary when the:

  • service agreement's start and end dates fall within the participant’s plan's start and end date, and
  • requested booking amount is within the plan's available funds (per category).
  1. Once the booking has been created you can check the booking number for each category by clicking on the arrow next to the category and selecting Edit.
  2. The service booking number will be shown in the Service Booking field under the Booking Details section.

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NDIA Integration Log

The system will also send a salesforce bell notification, for each service booking creation. Clicking the bell notification will open a NDIA Integration Log record with the details about the transaction. 

From the NDIA Integration Log, you can access the related object which can be:

  • Service Agreement - The source agreement
  • Categories - Category information
  • Line Items - Individual line item details
  • Service Bookings - The created bookings with full configuration
     

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