Lumary DC - This article explains the available places panel at the top of the Group Program record page which shows number of available places and pending new members.
Group Programs in Lumary are a way to manage group activities. They help track which clients are enrolled to attend the group and automate billing for programs of support. Each group program can be set up with a maximum number of clients which is then tracked against the number of active group members.
Required packages and permissions
Available with: Lumary DC 2.8 and later
To review the group program available places:
- Click on the Group Programs tab in the nav bar. This will open the Group Programs list view.
If you can't see this tab, you may need to check under the More drop-down list or click on the App Launcher nine dot grid and search for group programs.
- Search, filter or scroll the list to locate the group and click on the group name text link.
This will open the Group Program page. The available places panel is shown in the top right.
It should look like the below:
If available places is not shown, and instead it shows the number of group members, this would indicate that the maximum number of clients field is not populated. Click on the Edit button to set the number of places for the group, click Save, and then click Refresh to refresh the panel.
This panel will also check if any new group members have been set up with a program of support agreement, but don't have a group member record. If this is the case, the panel will appear as below:
The new members can be added by ticking the checkbox next to their name and clicking the Add to program button.
This will create new group member records, and the clients will now appear in the Group Members list below the available places panel.
By adding the clients as group members, this ensures that any new sessions which get scheduled will include a client appointment for these clients. For sessions which are already scheduled, it will be necessary to modify clients and add the new group members. If you are using a Base Roster to publish sessions for the group, it will be necessary to modify sessions on the base roster and add the new clients to the appropriate sessions, so they will be included on any new roster periods that get generated off the roster.
Base roster sessions for the group can be viewed on the Schedule list shown below the Details panel. The schedule list is also shown on each Group Member's page and indicates if the client is scheduled to attend those sessions.
When considering suitability for new clients to join the group, or appropriate workers to provide support, you can review the consolidated lists of client risks and support needs in the left-hand panel under the Alerts and Member Details tabs.
Read more about rostering group sessions.