Add a new non-NDIS support category

This article explains how to add a new support category for non-NDIS services and service agreements such as fee-for-service and self-funded. Support categories help organise services into sections on a service agreement.

Required packages and permissions

Supported in: Lumary DC

Permission: System administrator

To add a new support category:

1. Click on the App Launcher nine dot icon and search for reference.
2. Click on Reference Data.
3. Click on the New button. This will launch the New Reference Data form.
4. Scroll down the pop-up window and click on the Support Category radio button to select it.
5. Click on the Next button.

This will launch a New Reference Data: Support Category form. The following table explains the purpose of the fields. Mandatory fields are marked with an asterisk

6. Use the Name field to give your category a meaningful name. This is the only mandatory field on the form. A brief explanation of some of the other fields you may see is provided below.   

Field	Purpose
* Name	This is the only compulsory item.  Provide a name e.g. Fee for Service
Support Category Number	Provide a number if you use numbers to identify your categories
Support Purpose	Select a purpose from the drop down menu: Core  Capital Capacity Building
Support Type	Select appropriate support type from the drop down menu:   Therapy Personal Care  Community Access Transport
NDIS Provided Category	Leave this unticked for a non-NDIS category .
DEX Organisation Activity ID	Only provide an activity ID if this is for DEX services.
DEX Activity Specific Requirements	Only choose a requirement from the available list if this is a DEX category.
GL Code	This is the general Ledger code for this category.
Cost Centre	This is the Cost Centre for this category.

Notes: Many of these fields above are specific to NDIS and can be skipped for non-NDIS categories.  You may also see DEX-related fields. These are no longer used. Instead we capture some of this information on Rate Types.

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7. Click Save.

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To make the new category available on service agreements, you'll need to link the category to at least one service. You can view how to link a category to a service in the add a new service article.