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User Guide
User GuideAdmin Guide
User Guide
User GuideAdmin 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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  • Definition
  • Purpose
  • Usage
  • Final Thoughts

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  1. Getting Started
  2. Maica Key Concepts

Participant

Learn about how Maica uses Contacts within the overall solution.

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Last updated 9 months ago

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Definition

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. Maica uses the native Salesforce Contacts object to capture Participants and you can learn more about Salesforce Contacts .

Maica considers a Contact to be a Participant when an active Service Agreement is associated with the Contact record. The Service Agreement does not need to be fully funded but it does need to have the relevant Support Items for which services are being delivered.

Purpose

The purpose of Participants is to capture the people receiving services and their relevant attributes and related information. This includes a number of default attributes, such as Age, Gender, etc as well as related information including their , goals, , funding, and manh others.

The underlying Salesforce platform allows for the easy extension of any of these components using the platform configuration tools which you can learn about .

Usage

Participants are used throughout Maica and are part of virtually every part of the Maica lifecycle. This starts from Intake, Profile Management, Service Agreements, Appointments, Invoices, and Reporting. Participants form one of the core concepts of Maica and without a Participant, not only can Maica not function, any healthcare service provider also can't achieve their goals without Participants.

Final Thoughts

Maica, like healthcare service providers, exists to empower the caring for Participants. We take great care to create a Participant profile that is relevant, useful and enjoyable to use.

If you are using a Salesforce edition in which is used (your system administrator will know), then please be assured that Maica will work within this architecture also.

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