The Planner Overview
Learn all about the Maica Client Care Planner and how Appointments are managed.
The Maica Client Care Planner is the primary interface by which Appointments are managed within our solution, as shown below.
The Planner allows for the creation of Appointments, Unavailability as well as Optimisation. You also have the option to apply a numbe of filters as outlined in the below table.
Name | Description |
---|---|
Type | The refers to the type of Appointment you are wanting to see in the Planner, such as |
Status | This refers to the Status of the Appointment you are wanting to see in the Planner, such as |
Unavailbility Status | This filters the Status on the Unavailbility records shown in the Planner, such as |
Location | This refers to the Location at which Appointments are being held; this is recorded against an Appointment as an address or a lookup to a Location record. |
Shift | This filters based on selected Shifts and shows only Appointments associated with the selected Shift(s). |
Appointment Service | This refers to the associated Appointment Services for any given Appointment; this means you can filter based on what services are being delivered within a given time period. |
Show Incomplete Appointments | Maica Client Care considers Appointments incomplete when either the specified number of Resources or Participants does not match the allocated number. This filter allows you to either show (or not) incomplete Appointments in the Planner. |
Show only records with Appointments | When showing either the Resource or Participant view, this filter removes any records that don't have any Appointments during the selected time period; the aim here is to clear any unnecessary whitespace from the Planner. |
Show only my Participants | When using the |
Participants | This allows you to select a number of specific Participants and only see their Appointments in the Planner. |
Show only my Appointments | This will automatically only show the Appointments in which the logged on User/Resource is allocated. |
Resources | This allows you to select a number of specific Resources and only see their Appointments in the Planner. |
Show where Participants and Resources match | If selecting specific Resources and specific Participants, this filter will show Appointments where both of those are allocated only. |
Planner Views
The Maica Client Care Planner offers 4 views from which you can select, including:
Planner View | Description |
---|---|
Resource | This view shows all available and active Resource on the left-hand side with their associated Appointments on the right-hand side, as shown in this image. |
Participant | This view shows all available and active Participants on the left-hand side with their associated Appointments on the right-hand side, as shown in this image. |
Appointment | This view is most similar to Outlook or Google where Appointments are shown depending on the selected time period, as shown in this image. |
Accommodation | This view is focused on providing a residential care perspective by showing all your registered Locations on the left and their associated Accomodation records underneath with their associated Appointments on the right-hand side, as shown in this image. |
Asset | This view is focused on showing all recorded assets (non-human resources) and to which Appointments they are allocated. |
Planner Resource View
Planner Participant View
Planner Appointment View
Planner Accommodation View
Time Periods
The Maica Client Care Planner offers 4 time periods from which you can select, including:
Daily
Weekly
Fortnightly
Monthly
In addition to the above, we have provided an overview video for your reference here.
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