Appointment
Learn about how Maica uses Appointments within the overall solution.
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User Guide
Learn about how Maica uses Appointments within the overall solution.
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An Appointment is the principal way of organising services to your into timeslots across your care team, including capturing the following key information:
who are being serviced as part of the Appointment
who are delivering the service as part of the Appointment
which are being delivered as part of the Appointment
at which the Appointment is being held
Recurrance if the Appointment is a repeating service being delivered
An Appointment sets out the structure under which services are delivered to . They are visually represented in the and can be accessed using either the web browser or mobile device (using the Salesforce mobile application).
In Maica, Appointments form the central mechanism by which information about delivered services is captured and managed. Appointments are primarily managed through the and can be created or managed by any authorised end user, whether this be a dedicated scheduling team member or the themselves.
The majority of service delivery and billing is managed via Appointments, with the exception of , and therefore these records form a fundamental part of Maica. With the use of various available sections and custom fields, you can really make the Appointment management experience your own.