Additional Details
Learn about capturing additional details for a new Appointment
What does the Additional Details stage include?
The Additional Details tab captures any extra details of the Appointment, as described in the below table:
| Captured Information | Description |
|---|---|
This allows for the selection of relevant organisational Checklist(s) based on the tasks to be performed during the Appointment. Maica will automatically assign Checklist(s) to your Appointment that are associated with the selected Appointment Service(s) | |
This allows for the ability to assign your Appointment to a Shift(s). Maica will automatically assign Shift(s) that occur at the same Location as the new appointment, as well as the same Date & Time. If no Shift(s) are active during the Appointment, this section will not be automatically assigned. however you can then manually assign Shift(s). | |
Appointment Type | The Appointment Type is a pick list allowing for the selection of the appropriate type of Appointment being created. This enables the selection of the following values: |
Appointment Status | The Appointment Status is a pick list allowing for the selection of the appropriate status of Appointment being created. This enables the selection of the following values: |
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