Appointment

Learn about how Maica uses Appointments within the overall solution.

Definition

An Appointment is the principal way of organising services to your Participants into timeslots across your care team, including capturing the following key information:

• Participants who are being serviced as part of the Appointment

• Resources who are delivering the service as part of the Appointment

• Appointment Services which are being delivered as part of the Appointment

• Location at which the Appointment is being held

• Recurrance if the Appointment is a repeating service being delivered

You can learn how to create Appointments here.

Purpose

An Appointment sets out the structure under which services are delivered to Participants. They are visually represented in the Maica Planner and can be accessed using either the web browser or mobile device (using the Salesforce mobile application).

Usage

In Maica, Appointments form the central mechanism by which information about delivered services is captured and managed. Appointments are primarily managed through the Maica Planner and can be created or managed by any authorised end user, whether this be a dedicated scheduling team member or the Resource themselves.

Final Thoughts

The majority of service delivery and billing is managed via Appointments, with the exception of Shifts, 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.