Skedulo and Lumary (formerly known as Enrite Care) are implementation partners who together offer integrated healthcare solutions for the aged care and disability sectors.
This content is designed to supplement the information contained in the other areas of the Skedulo knowledge base and provide users of the "Skedulo + Lumary" solution with additional information. For core product functionality, please reference our knowledge base.
Components of Skedulo + Lumary
Skedulo + Lumary is comprised of three key components: the Salesforce app, the Skedulo web app, and the Skedulo mobile app; short descriptions of each are provided below.
Skedulo Salesforce App
All core data is stored and mastered within Salesforce and available for reporting within Salesforce. For our healthcare package customers, we have created some "Visualforce" pages that allow you to create jobs and group events using some of the extra information that is part of Lumary, i.e., service agreements and service line items.
Skedulo Web App
The Skedulo web app for schedulers is optimized for coordinating field resources and utilizes a modern dynamic user interface technology (outside of Salesforce, but using Salesforce data).
A tab named "Skedulo Console" will be available in your Salesforce org that renders the Skedulo web app within a Salesforce tab.
When you navigate to a job by either of the following methods, this will open within the Skedulo console:
- From one of our consoles ("Roster Management," "Timesheet," "Client Availability").
- Click "Go to Job Details" after creating or editing a job.
Figure 1. The Skedulo console tab as seen in embedded in the Salesforce CRM.
The Skedulo Mobile App
The native Skedulo mobile app can be downloaded from Google Play or Apple App Store and also uses Salesforce data, allowing users to complete jobs while out and about.
Important! The articles contained within this section provide a guide to using Lumary in conjunction with the Skedulo web and mobile applications. The screenshots provided are indicative and should be used for reference only.
Before following the steps in this guide, all prerequisite steps will need to have been taken, for example, an active client with a current service agreement will need to exist.