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User Guide
User Guide
  • Welcome to the Maica User Guide
  • Getting Started
    • Get Started with Maica
    • Your Maica Learning Path
    • The Maica Lifecycle
    • Salesforce Key Concepts
    • Maica Key Concepts
      • Participant
      • Resource
      • Price List
      • Asset
      • Service Agreement
      • Support Item
      • Appointment Service
      • Appointment
      • Shift
      • Location
      • Delivery Activity
      • Timesheet
      • Invoice
      • Checklist
    • Maica Usage Rules
  • Participants
    • Participant Profile
      • NDIS Funding
        • Synchronise Participant Information
        • Funding Record Overview
        • Service Booking Overview
        • Create Service Booking
        • Manage Service Booking
      • Home Care Package Funding
    • Billable Participant Notes
      • Take a Note
      • Custom Fields
      • Tasks
      • Files
    • Manage Preferences
    • Global Actions
      • New Appointment
      • New Shift
      • New Billable Participant Note
      • New Timesheet Entry
  • Resources
    • Resource Profile
  • The Planner
    • Planner Overview
    • Planner Views & Modes
      • Schedule
      • Participant View
      • Asset View
      • Accomodation View
      • Roster View
      • Shift View
    • Planner Actions
      • Order By
      • Group By
      • Select Date
      • Create new Appointment
      • Appointment Optimiser
      • Manage Unavailability
      • Billable Participant Note
    • Planner Filter
      • Basic Filters
      • Advanced Filters
  • Appointments
    • Create an Appointment
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Custom Fields
      • Summary
      • Smart Selection Filter
    • Manage an Appointment
    • Appointment Actions
      • Check-In
      • Check-Out
      • Quick Completion
      • Cancellation
      • Attach Files
      • Participant Signatures
      • Appointment Breaks
      • Appointment Expenses
      • Participant Notes
      • Checklists
      • Open Appointment Profile
      • Google Maps
  • Shifts
    • Create a Shift
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Shift Instructions
      • Custom Fields
      • Participant Notes
      • Summary
    • Manage a Shift
    • Shift Actions
      • Check-In
      • Check-Out
      • Quick Complete
      • Cancellation
      • Attach Files
      • Shift Breaks
      • Shift Expenses
      • Checklists
      • Shift Notes
      • Open Shift Profile
      • Google Maps
  • Timesheets
    • Timesheet Overview
      • Create a Timesheet Entry
      • Submit a Timesheet
  • Service Agreements
    • The Building Blocks
    • Agreement Management
      • NDIS Agreements
        • Manage Service Agreement
        • Manage Price List
      • Aged Care Agreements
        • Manage Budget
        • Manage Services
        • Discharge Services
  • Invoices
    • Invoice Overview
      • Invoice Line Item Overview
      • Payment Request Overview
    • Invoice Actions
      • Process an Invoice
      • Claim an Invoice
      • Reclaim an Invoice
      • Cancel an Invoice
      • Credit an Invoice
      • Sync with Xero
  • Integrations
    • Xero Integration Overview
    • Stripe Integration Overview
  • Troubleshooting
    • General Troubleshooting
  • ANNOUNCEMENTS
    • Support at Home Legislation
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On this page
  • Who are we?
  • How is our Knowledge Base structured?
  • User Guide Overview
  • Discover Maica
  • More Resources

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Welcome to the Maica User Guide

Who are we?

We are an innovative NDIS and Aged Care software designed for providers. We help providers streamline operations, enhance care delivery, and boost efficiency with our comprehensive digital healthcare solutions built on the Salesforce platform.

Through the power of software, we want to enable providers to best manage their clients as effectively and as efficiently as possible.

Offering all the benefits of Salesforce's security, reliability, and scalability, we provide seamless data management, comprehensive reporting, and powerful automation. With access to Salesforce's extensive ecosystem, Maica users can optimise their operations and deliver superior care using industry-leading technology.

How is our Knowledge Base structured?

Our Knowledge Base is divided into two main sections:

  • The User Guide

  • The Administration Guide.

This structure is designed to meet the needs of different types of users within the organisation. The User Guide provides easy-to-follow instructions for everyday users who work with the application, while the Administration Guide offers more technical information for administrators and power users responsible for configuring and maintaining the system. This setup ensures that each user can quickly access relevant resources based on their role and responsibilities.

In order to switch between the two guides, simply use the dropdown in the top left corner of your screen.

User Guide Overview

The User Guide is designed for non-technical, everyday users of Maica. It contains practical information on how to use the application for tasks such as managing Participants, Scheduling Appointments & Shifts, creating Service Agreements, and navigating the Planner. This guide is ideal for staff members who need step-by-step instructions for using Maica in their daily work. If you're looking for how-to guides, tips for common tasks, or general feature overviews, the User Guide is the place to start.

Discover Maica

More Resources


NextGet Started with Maica

Last updated 7 months ago

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Participant Profile

Learn about the Participant Profile and its components in Maica

The Maica Planner

Discover our Planner's incredible power and capabilities.

Appointments

Learn how to create Appointments through Maica's intuitive interface.

Service Agreements

Dive into the creation and management of Service Agreements tailored to your needs.

Shifts

Explore the process of creating and managing your Shifts within Maica.

Invoicing

Discover Maica's advanced invoicing capabilities.

Schedule a Demo

Schedule a 30 minute demo to see if Maica is for you.

Request a Trial

Try Maica today!

Partners

Partner with Maica and join a network dedicated to enhancing care delivery.

Maica | Leading NDIS & Aged Care Software for Providers
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