Summary
Learn about the information in an Appointment Summary
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User Guide
Learn about the information in an Appointment Summary
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The Summary provides an overview of the Appointment, including the selected Start Date, Start Time, End Date and End Time. It also summarises each selected Appointment Service for each selected Participant, as described in the below image and by the below table:
1
This is the Appointment Service selected at the Basic Details stage
2
This is the Participant(s) selected at the Basic Details stage
3
This is the Claim Type selected at the Basic Details stage
4
This is the quantity based on the Unit of Measure.
If the Unit of Measure is hourly, the Quantity field will show a Quantity based on the created Appointment's Start and End time for each selected Participant. For example, the shown Appointment time is from 8:15am - 11:45am, this is a quantity of 3.5 which represents 3 and a half hours. This field is adjustable for each Participant, please refer to the Adjusted Quantity section below for further information.
As mentioned, this field is dependant on the Quantity Unit of Measure, The possible fields are further described below.
5
This is the Number of Appointments based on the Recurring Schedule calculated at the Schedule stage
6
This is the total cost of the Appointments based on the Recurring Schedule calculated at the Schedule stage. It is a sum of the total number of individual Appointments.
If the Unit of Measure if Hourly, then the Quantity field offers you flexibility within an Appointment to control how long each Participant may spend at an Appointment or how long each Service may be delivered for. For example, if Margaret Johnson will attend the created Appointment for the full 3.5 hours, but Luca Milne may only attend for 2 hours and I wanted to bill accordingly, I would adjust Luca's quantity.
When adjusting the quantity for a Participant(s), Maica will alert you with a symbol indicating that you have individual Appointment Service that does not correspond with the details of your Appointment. This is not an error, but rather an alert to identify the adjusted quantity. Once you have changed the quantity for a Participant(s), the total Appointment cost will also automatically update. Please refer to the image below for an example with an updated quantity and the changes Maica will display:
The unit of measurement for the quantity is dependant on the service delivered and its associated Support Items.
The Quantity Unit of Measure field describes the billing frequency of the Support Item(s) making up the selected Appointment Service. These could be any of the following:
Hourly
Daily
Weekly
Monthly
Yearly
Each
If the Quantity Unit of Measure field is anything other than Hourly, Maica will default this field to 1.
Please note, the Appointment Service Quantity Unit of Measure will take on the majority selection of the encompassing Support Items within the Service. To learn more, click .
