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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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  • How do I create an Appointment?
  • Pre-populated Fields
  • Appointment Stages

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  1. Appointments

Create an Appointment

Learn about the process of creating a new Appointment.

PreviousAdvanced FiltersNextBasic Details

Last updated 7 months ago

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How do I create an Appointment?

A quick and efficient way to create is directly through the the Maica . Maica has an interactive user mechanism where you can simply drag and release your mouse on the in order to prompt the creation of an .

Creating an Appointment is dependant on what you are in within the Planner. You need to be in one of Schedule, Participant, Asset or Accomodation View in order to create an Appointment, otherwise you will .

Please see below for an example:

Pre-populated Fields

Planner View
Pre-populated fields

Start Date, Start Time, End Date, End Time

Start Date, Start Time, End Date, End Time, Participant

Start Date, Start Time, End Date, End Time, Asset

Start Date, Start Time, End Date,End Time, Location, Accomodation

This view will create a Shift

This view will create a Shift

Appointment Stages

Below is a list of these stages:

To dive deeper into each stage, please visit the specific pages for detailed information on every stage.

You can also create an Appointment through the Planner Quick Action. To learn more, click .

When creating an , a number of fields will be pre-populated. These fields depend on the view the user is in when the is created. The pre-populated fields for each view are outlined in the table below:

After the new is created, a few stages must be completed before the can be confirmed.

The available sections during the creation or management of the are are configurable and determined by the selected and the Maica Settings. For further information, see the Administration Guide.

here
Appointment
Planner
Appointment
Appointment
Appointment
Appointment
Appointment Services
Basic Details
Location
Schedule
Additional Details
Custom Fields
Summary
Schedule
Participant View
Asset View
Accomodation View
Roster View
Shift View
Appointments
Planner
Planner
Appointment
View
create a Shift
Create an Appointment