By mapping session types in Lumary to Hi Rasmus sessions and activities you can improve workflows and usability for your staff.
How to Set Up Session Mapping
(by default no map is set up for the Integration)
Go to Settings -> Organization -> Integration
Session types are customizable in Lumary so in this guide, we set up the following session types set up in Lumary:
- Assessment: Billable time for client assessments. Scheduled with client participation.
- Direct Therapy: Billable for direct client ABA service. Scheduled with client participation.
- Drive Time: Non-billable time for driving to appointments. Not scheduled with clients.
1. Client Appointments (billable Lumary session types)
To start mapping billable sessions (client appointments) click + Add under Client appointments:
In the Session Type field under Lumary, enter one of your Lumary session types.
In Session Name under Hi Rasmus, enter the name of the Hi Rasmus to map the scheduled Lumary session type to. Remember that the mapping is consistent for all clients and users so you must ensure that Hi Rasmus sessions are consistently named similarly across clients. You can utilize our Session Prototype feature to standardize naming organization-wide.
This will result in the assessment booked in Lumary appearing only on the BCBA assessment session in Hi Rasmus.
You can set up as many links as needed
Press save mapping when finished.
2. Client Appointments (non-billable session types)
To start mapping non-billable sessions (staff only appointments) click + Add under staff only appointments.
Session type works the same way as above. You enter the non-billable Lumary session type (ex: drive time, team meeting, etc.) that you wish to map and select what type of Hi Rasmus activity you want to map it to. There are currently 6 activity types you can choose from (session, supervision, break, transportation, incident report, and other)
You also have the option to select a note template to use by default when completing the activity type in Hi Rasmus. This is optional but can be helpful if you want your staff to report using a specific template. (Click here to review how to create a note template.)
Quick Tip: Staff only appointments show up on each user's home page and/or by clicking on their own activities tab on the left hand menu bar. The activities view for staff only appointments is only visible when not in a client's profile.
You can set up as many links as needed.
Press save mapping when finished.
Session Mapping is only applied for new and updated sessions transferred from Lumary. Click Refresh on the client’s Home page (or wait 15 mins.) in Hi Rasmus to update a scheduled session in Hi Rasmus.