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User Guide
User Guide
  • Welcome to the Maica User Guide
  • Getting Started
    • Get Started with Maica
    • Your Maica Learning Path
    • The Maica Lifecycle
    • Salesforce Key Concepts
    • Maica Key Concepts
      • Participant
      • Resource
      • Price List
      • Asset
      • Service Agreement
      • Support Item
      • Appointment Service
      • Appointment
      • Shift
      • Location
      • Delivery Activity
      • Timesheet
      • Invoice
      • Checklist
    • Maica Usage Rules
  • Participants
    • Participant Profile
      • NDIS Funding
        • Synchronise Participant Information
        • Funding Record Overview
        • Service Booking Overview
        • Create Service Booking
        • Manage Service Booking
      • Home Care Package Funding
    • Billable Participant Notes
      • Take a Note
      • Custom Fields
      • Tasks
      • Files
    • Manage Preferences
    • Global Actions
      • New Appointment
      • New Shift
      • New Billable Participant Note
      • New Timesheet Entry
  • Resources
    • Resource Profile
  • The Planner
    • Planner Overview
    • Planner Views & Modes
      • Schedule
      • Participant View
      • Asset View
      • Accomodation View
      • Roster View
      • Shift View
    • Planner Actions
      • Order By
      • Group By
      • Select Date
      • Create new Appointment
      • Appointment Optimiser
      • Manage Unavailability
      • Billable Participant Note
    • Planner Filter
      • Basic Filters
      • Advanced Filters
  • Appointments
    • Create an Appointment
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Custom Fields
      • Summary
      • Smart Selection Filter
    • Manage an Appointment
    • Appointment Actions
      • Check-In
      • Check-Out
      • Quick Completion
      • Cancellation
      • Attach Files
      • Participant Signatures
      • Appointment Breaks
      • Appointment Expenses
      • Participant Notes
      • Checklists
      • Open Appointment Profile
      • Google Maps
  • Shifts
    • Create a Shift
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Shift Instructions
      • Custom Fields
      • Participant Notes
      • Summary
    • Manage a Shift
    • Shift Actions
      • Check-In
      • Check-Out
      • Quick Complete
      • Cancellation
      • Attach Files
      • Shift Breaks
      • Shift Expenses
      • Checklists
      • Shift Notes
      • Open Shift Profile
      • Google Maps
  • Timesheets
    • Timesheet Overview
      • Create a Timesheet Entry
      • Submit a Timesheet
  • Service Agreements
    • The Building Blocks
    • Agreement Management
      • NDIS Agreements
        • Manage Service Agreement
        • Manage Price List
      • Aged Care Agreements
        • Manage Budget
        • Manage Services
        • Discharge Services
  • Invoices
    • Invoice Overview
      • Invoice Line Item Overview
      • Payment Request Overview
    • Invoice Actions
      • Process an Invoice
      • Claim an Invoice
      • Reclaim an Invoice
      • Cancel an Invoice
      • Credit an Invoice
      • Sync with Xero
  • Integrations
    • Xero Integration Overview
    • Stripe Integration Overview
  • Troubleshooting
    • General Troubleshooting
  • ANNOUNCEMENTS
    • Support at Home Legislation
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  1. Getting Started

Maica Key Concepts

Learn all about the key concepts and terms used within the Maica solution.

PreviousSalesforce Key ConceptsNextParticipant

Last updated 6 months ago

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Whilst using Maica, you will come across a number of key terms so this articles aims to provide the necessary insights into the meaning of each of those.

Key Term
Description

A Participant is the person receiving services under the context of a Service Agreement. This includes information such as personal details, funding information, notes, preferences, among many others.

A Resource is the person delivering the services, such as a care worker, physio, nurse, etc. This includes information such as personal details, availability, skills, among many others.

An Asset is a non-human Resource, such as a room, car, or medical equipment. Anything that needs to be scheduled or managed outside of your actual care team can be considered an Asset within Maica.

A Service Agreement is a critical concept in Maica as this forms the financial structure under which services are delivered (via Appointments). Any Participant receiving services must have a valid Service Agreement in place; this means the Service Agreement dates must fall within the date of the service and the relevant funding items must be present.

An Appointment Service is a critical concept in Maica as this forms the structure under which services (via Appointments) are delivered and then billed. An Appointment Service groups a set of related Support Items (by Service Day, Service Time and Support Category) which Maica then uses for billing.

An Appointment is the primary process by which Maica allows you to deliver direct services to Participants. Appointments capture information on Participants, Resources, Appointment Services, and many other elements to bring together the delivery of direct services.

A Shift is the primary process by which Maica allows you to roster Resources for certain times at certain locations. This includes the ability to generate recurring rosters across various time periods. Shifts capture information on Resources, Shift Services, Location, and many other elements to bring together the rostering of your care team.

A Delivery Activity is the key output of a delivered service (via Appointments); this record links the service delivery to the billing engine with references to the Service Agreement and Invoices. This can be considered an adminstrative record but an important concept to understand.

A Checklist consists of a number of Checklist Items that can be assigned to either Appointments or Shifts and shown to the end user either before, during, or after an Appointment or Shift for completion.

An Invoice represents the billing process used by Maica for various funding structures, including the NDIS and Aged Care. Invoices are automatically generated by the Maica billing engine based on Service Agreement, Appointments, and Delivery Activities.

A Support Item is the product (or service) being delivered to a Participant, such as a physiotherapy massage or a wheelchair. Anything that is to be billed under a Participant's Service Agreement will be managed as a Support Item by Maica.

Maica offers a setting to rename of these key terms to your preference, for example, if you want to rename Maica Participants to Clients, the settings allows for this to happen.

Participant
Resource
Asset
Service Agreement
Appointment Service
Appointment
Shift
Delivery Activity
Checklist
Invoice
Support Item