Appointment Actions
Discover the Appointments Actions possible in Maica.
Last updated
Discover the Appointments Actions possible in Maica.
Last updated
Appointment actions refer to actions and tasks related to managing and handling your Appointment. There are several actions you can take within an Appointment in Maica, including the following:
| Appointment Actions | Description |
|---|---|
In order to begin actioning an Appointment, simply click on the Appointment in your Planner, then click the View button. Once the Appointment is showing, the available Appointment Actions (depending on your Appointment Status), will be visible on the bottom of the window, other than the Open Appointment Profile action, which is in the top right corner, as shown below.
Some Actions are also available from the Appointment Quick Information dialog, as shown below. The Quick Information Actions are accessible simply by clicking the Appointment and without having to open the entire module.
The visibility of the Appointment actions are dependant on the status of the Appointment. Please refer to the table below to learn which action is available for each Appointment status.
These Actions are configurable in the Settings.
| Appointment Status | Available Actions |
|---|---|
Scheduled (Pre Check-In)
Check-In Quick Completion Cancellation Attach Files Participant Signatures Appointment Breaks Participant Notes Checklist Open Appointment Profile
In Progress (Post Check-In)
Check-Out Cancellation Attach Files Participant Signatures Appointment Breaks Participant Notes Checklist Open Appointment Profile
Completed (Post Check-Out)
Appointment Breaks Participant Notes Open Appointment Profile
Checking into Appointments sets the baseline for generating Timesheets as well as Invoices. Whilst this is not a mandated process, it is recommended to track your care team's movements as well as time spent. If allowed by the User, the Checking-In process also captures the geolocation of the Appointment Check-In.
Similar to Checking-In, Checking-Out of Appointments sets the endpoint for Timesheets as well as Invoices. Again, whilst this is not a mandated process, it is recommended to track your care team's movements as well as time spent. In addition to mirroring much of the Check-In experience, when Checking-Out, you are also able to stipulate who is Checking-Out and how much time has been spent on each Appointment Service delivered during the Appointment. If allowed by the User, Checking-Out also captures the geolocation of the Appointment Check-Out.
Quick completing an Appointment bypasses the checking in/out processes and sets an Appointment to the completed status with a single click. It is possible to still capture Appointment Service information whilst doing this.
The cancellation of an Appointment records the reason and sets the status to cancelled as well as any associated Delivery Activities. The Appointments is not deleted but placed into a cancelled status allowing you to charge for cancellations.
This provides for the ability to attach files to any given Appointment, including photos taken on a mobile device. These files are stored against the Salesforce Appointment record.
This allows you to record signatures for each Participant who is associated with an Appointment. Signature files are captured as timestamped images against the Salesforce Appointment record.
The management of breaks that might occur during Appointments can become important and this action allows you to record any breaks taken, whether billable or not during any given Appointment.
Appointment Expenses allows you to add Expense records against a Resource that may occur during a Shift, such as having to pay a for a Parking Spot.
It is possible to take Participant Notes during the management of an Appointment at any time, including for already completed Appointments.
Checklists allow you to complete a set of pre-defined tasks that have been set (via Maica Checklists) for each Appointment Service delivered during the Appointment.
This opens the Salesforce Appointment profile which allows you to see all relevant Appointment information using the native Salesforce platform.
The Google Maps action opens the directions to the Appointment from a number of selectable starting points in Google Maps, directly from the Appointment.
