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On this page
  • What does the Summary stage include?
  • Things to look out for: Summary
  • 1. Adjusted Quantity
  • 2. Quantity Unit of Measure

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  1. Appointments
  2. Create an Appointment

Summary

Learn about the information in an Appointment Summary

PreviousCustom FieldsNextSmart Selection Filter

Last updated 3 months ago

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What does the Summary stage include?

The Summary provides an overview of the , including the selected Start Date, Start Time, End Date and End Time. It also summarises each selected for each selected , as described in the below image and by the below table:

Reference
Description

1

2

3

4

5

6

Things to look out for: Summary

1. Adjusted Quantity

2. Quantity Unit of Measure

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.

This is the selected at the stage

This is the selected at the stage

This is the Claim Type selected at the stage

This is the quantity based on the . If the Unit of Measure is hourly, the Quantity field will show a Quantity based on the created 's Start and End time for each selected . 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 , please refer to the section below for further information. As mentioned, this field is dependant on the Quantity Unit of Measure, The possible fields are further described .

This is the Number of Appointments based on the Recurring Schedule calculated at the stage

This is the total cost of the Appointments based on the Recurring Schedule calculated at the 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 to control how long each may spend at an or how long each Service may be delivered for. For example, if Margaret Johnson will attend the created 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 , Maica will alert you with a symbol indicating that you have individual that does not correspond with the details of your . This is not an error, but rather an alert to identify the adjusted quantity. Once you have changed the quantity for a , 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 .

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 .

Appointment
Participant
Appointment
Appointment
Participant(s)
Appointment Service
Appointment
Participant(s)
Support Items
Appointment Service
Basic Details
Participant(s)
Basic Details
Basic Details
Schedule
Schedule
Appointment
Participant
Participant
Unit of Measure
Adjusted Quantity
below
Appointment
Appointment Service
Participant
here