Skip to main content
Lumary DC Help Centre Help Center home page
  • Community
  • Sign in
  • Sign in
  • Community
  • Submit a request
  1. Lumary DC Help Centre
  2. Client onboarding and record management
  3. Create plans and goals

Create plans and goals

Set up plans to support clients and help them achieve their goals.

  • Create a plan template
  • Create a client's support plan from a plan template
  • Create a personal support plan
  • Introduction to goal plans
  • Create a goal attainment plan
  • Add NDIS goals to a goal plan
  • Add goals to a goal plan
  • Manage changes to a goal
  • Attach files to a goal plan
  • Start goal plan end of plan review
  • Add end of plan goal reviews
  • Add recommendations to a goal plan
Lumary DC Help Centre
Powered by Zendesk