Schedule
Learn about creating Recurring Schedules for Appointments
Last updated
Learn about creating Recurring Schedules for Appointments
Last updated
Maica scheduling allows you to create a recurring schedule for your new Appointment. Recurring Appointments happen on a regular schedule and Maica will create these based on the populated information from completing the following fields:
| Field Name | Field Type | Description |
|---|---|---|
| Data | The Start Date of the Recurring Appointment. |
| Data | The End Date of the Recurring Appointment. |
| Picklist | This enables the selection of the following values: |
| Number | This captures the interval based on the Frequency, for example if |
If you do not want to make a Recurring Appointment Schedule, simply toggle the This is a Recurring Appointment button to off and move on to the next stage.
When making Recurring Appointments, you have two more configurable options.
When this is toggled on, Maica will exclude any Appointment that falls on a Public Holiday from your Recurring Schedule.
If you create a Recurring Schedule by End Date and Public Holidays fall within the specified dates, the Public Holidays will be skipped and the number of appointments in your schedule will be reduced by the number of Public Holidays within the specified dates.
If you create a Recurring Schedule by Number of Appointments and Public Holidays fall within your schedule, the Public Holidays will be skipped, but the Number of Appointments will remain constant, and the End Date will be extended accordingly.
The scope of your schedule can also be determined by inputing the Number of Appointments desired within your recurring schedule (This is a configurable alternative to determining the scope by End Date). If the Number of Appointments is selected, Maica will automatically provide an End Date based on the Start Date, Frequency and Repeat Every fields. To toggle between End Date and Number of Appointments, click the hyperlinked text under the field box.
When creating a Recurring Appointment Schedule, Maica calculates the projected cost of the schedule and generates a breakdown like the following:
The cost calculation is triggered by clicking the Calculate Cost Breakdown hyperlink. The breakdown will contain all appointments that fall inside the schedule, including their day of the week, and will provide the following budgeting data:
| Data Location | Description |
|---|---|
| Time of day Appointment is being held. |
| Total cost of the individual Appointment. |
| Total amount of the Participants Service Agreement that has been utilised for the specified service to date as a result of the Recurring Appointment Schedule. |
| Total budget remaining within the Participants Service Agreement at the time the appointment has taken place. |
These costs are calculated based on the Participant(s) selected Service Agreement Price List or inputted cost.
When the Total Remaining or the Appointment Cost amounts are shown in red, it means that there are insufficient funds in the selected Participant(s) Service Agreement to cover the scheduled Appointments. Hence, it is unlikely that payment/claiming/invoicing will be successful.
When the budget data does not show, it means that there is no Service Agreement for the selected Participant(s).
Maica will alert you if a Public Holiday falls within your schedule. For more information on how to configure Public Holidays within your organisation, click .
