Basic Details
Learn about capturing basic details for a new Appointment
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Learn about capturing basic details for a new Appointment
Last updated
Was this helpful?
The Basic Details tab captures the basic details of the Appointment, as described in the below table:
Date & Time Details
Claim Type
This allows for the selection of a Claim Type by selecting one from the provided dropdown list.
This alert will show in the instance where you have an incorrect ratio. An incorrect ratio is a situation in which the number of selected Resource(s) or Participant(s) does not match the specified ratio number.
For example, if you have an incorrect ratio of Resource(s), Maica will alert you with the following warning:
The Appointment does not have the required number of Resources allocated.
In this instance, Maica will still allow you to continue to the next stage of creating your Appointment. However, it will result in an unfulfilled appointment. Upon completion, an unfulfilled appointment, like any appointment, will be billed against the Participant(s) Service Agreement based on the ratio, not the selected Resource(s).
In order to resolve the Incorrect Ratio alert, ensure that the number of selected Resource(s) and Participant(s) match the specified ratio. For example: If you have 2 resources allocated to your appointment, ensure your ratio number is set to 2.
This alert will show in the instance where the selected Participant(s) have no Agreement for the selected Appointment Service. When this is the case, the Participant(s) will be marked in red (as shown) and the Next
button will become unavailable. This is a restriction that Maica enforces where the user cannot continue to create the Appointment.
In order to resolve this alert, you must select an Appointment Service that the selected Participant(s) have an Agreement for and hence can be billed against after your Appointment is delivered.
When the Participant(s) have an Agreement for the selected Appointment Service, the alert will be replaced by the following:
Provides an overview of the selected service and the available funding in the Participant(s) plan for said service.
Indicates that the service will be billed against a Category Agreement Item
Indicates that the service will be billed against a Statement Agreement Item
Allows for multiple services to be added to the Appointment, as long as the selected Participant(s) have an Agreement for all Services being added.
This alert will show in the instance where the selected Resource(s) have a Roster Mode conflict and hence cannot be allocated to the proposed Appointment. This error is also a restriction that Maica enforces where the user cannot continue to create an Appointment.
In order to resolve this alert, you must select Resource(s) that are set to a Roster Mode of Appointment
during the time of the proposed Appointment, or, if they are set to Shift
, the proposed Appointment must be scheduled during an active Shift for the allocated Resource(s).
This allows for the selection of by simply typing a name of a Participant (or multiple) or by clicking on the Filter
icon which allows for of .
This allows for the selection of by simply typing a name of a Resource (or multiple) or by clicking on the Filter
icon which allows for of .
This allows for the selection of by simply typing a name of a Asset (or multiple) or by clicking on the Filter
icon which allows for of .
The date and time details are pre-populated from the so there is nothing to do for the user.
This allows for the selection of . You can add an by typing the name of the service, or by using any key words configured within the service. For example: If you were adding Support Coordination, you could type Support Coordination, or, advice.
You can set a Resource(s) Roster Mode on their Resource Profile, Availability Records, or by using a in your Maica organisation for all Resource(s). To learn more, click the links.