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  1. Lumary DC Help Centre
  2. Service agreements

Service agreements

Set up and edit service agreements, generate quotes and capture client approval.

Set up and manage NDIS service agreements

  • NDIS service agreements in Lumary DC
  • Create an NDIS service agreement
  • Add a category to a service agreement
  • Add a line item to a support category on a service agreement
  • Add NDIS travel and transport allocations to a service agreement category
  • Managing Funding Periods on a service agreement
See all 15 articles

Set up and manage non-NDIS service agreements

  • Non-NDIS service agreements in Lumary DC
  • Create non-NDIS service agreements (fee for service agreements)
  • Add a new non-NDIS support category
  • Add a new non-NDIS rate type
  • Add a new non-NDIS support service
  • Add a rate to a non-NDIS service
See all 8 articles

Set up and manage programs of support

  • Set up a program of support
  • Review how many places are available in the group
  • Review group attendance for a client
  • Process an early or unplanned exit of a client from the program
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