Getting Started with Client Care

Learn about the Client Care Training Agenda

Once Maica has been installed for you by your partner, you can use the below guide and videos to get started with the solutions.

The below are not professional or sales videos; they are aimed at showing you how Maica Client Care functions across each of the features and are recorded for this purpose only.

Solution Component	Training Details	Target User	Help Video
Reference Data	Users	Salesforce Administrator	Click here
Reference Data	Resources	Maica Administrator	Click here
Reference Data	Contacts	Client Care Worker	Click here
Reference Data	Goals	Maica Administrator	Click here
Reference Data	Skills	Maica Administrator	Click here
Reference Data	Support Items	Maica Administrator	Click here
Reference Data	Locations	Maica Administrator	Click here
Reference Data	Appointment Service	Maica Administrator	Click here
Settings	General Settings	Maica Administrator	Click here
Settings	Planner Management	Maica Administrator	Click here
Settings	Appointment Management	Maica Administrator	Click here
Settings	Rostering Management	Maica Administrator	Click here
Settings	Timesheet Management	Maica Administrator	Click here
Settings	Validation Management	Maica Administrator	Click here
Settings	Travel Management	Maica Administrator	Click here
Settings	Billing Management	Maica Administrator	Click here
Planner	Filter	Client Care Worker	Click here
Planner	Unavailability Management	Client Care Worker	Click here
Planner	Appointment Optimiser	Scheduler & Management	Click here
Appointments	General Details	Scheduler & Management	Click here
Appointments	Find Participants (via Filter Quick Action)	Scheduler & Management	Click here
Appointments	Find Resources (via Filter Quick Action)	Scheduler & Management	Click here
Appointments	Recurring Appointments	Scheduler & Management	Click here
Appointments	Custom Fields (including Settings)	Scheduler & Management	Click here
Appointments	Cost of Appointment Calculation	Scheduler & Management	Click here
Appointments	Checking in (using Checklist)	Client Care Worker	Click here
Appointments	Checking out (using Checklist)	Client Care Worker	Click here
Appointments	Quick Complete	Client Care Worker	Click here
Appointments	Manage Travel	Client Care Worker	Click here
Appointments	Cancellation	Client Care Worker	Click here
Timesheet	Timesheet Generation	Maica Administrator	Click here
Timesheet	Manual Timesheet Entry	Client Care Worker	Click here
Billing	Invoice Generation Flow	Management	Click here

If you are running a trial for Maica Client Care, please watch this video to get started.

We have assumed the following roles to be part of the Maica Client Care journey as mentioned above:

• Salesforce Administrator who is an internal and mostly technical resource looking after your Salesforce envrionment.

• Client Care Worker who is the person delivering the services; these could also be called clinicians, therapists, support workers, etc.

• Scheduler & Management who are the people actually scheduling the appointments; at times these could be the same people as the Client Care Worker.

• Maica Administrator who is the internal and somewhat technical resource looking after all Maica Client Care reference data and processes.

• Management which typically refers to the internal management team focused on making sure compliance is adhered to and the right information is being managed.

Feel free to print the above list to mark off items during the training where this is desired.