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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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On this page
  • Introduction
  • Learning Path and Resources
  • Learn the Basics of the Salesforce Platform
  • Learn the Basics of the Maica Solution
  • Learn how to use the Maica Solution
  • Learn how to extend the underlying Salesforce Platform

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  1. Getting Started

Your Maica Learning Path

Learn about Maica in a structured and sequenced way to maximise your journey.

Introduction

Maica is a powerful healthcare management application and learning how it all works and fits together can be a daunting task. We have developed our knowledge base to help you with this journey and have below outlined the best way we believe you should go about learning all about Maica and Salesforce.

We encourage you to follow the sequence outlined below as this will guide you through the basics of the underlying Salesforce platform as well as the Maica solution.

Learning Path and Resources

  1. Learn the Basics of the Salesforce Platform

  2. Learn the Basics of the Maica Solution

  3. Learn how to use the Maica Solution

  4. Learn how to configure the Maica Solution

  5. Learn how to extend the underlying Salesforce Platform

Learn the Basics of the Salesforce Platform

  • Getting started with Salesforce Trailhead

  • Navigating Salesforce

Learn the Basics of the Maica Solution

  • Maica Key Term Glossary

  • Maica Key Concepts

Learn how to use the Maica Solution

  • Participant Profile

  • Appointment Overview

  • Shift Overview

  • Service Agreement Overview

  • Planner Overview

  • Invoicing Overview

  • Salesforce Reporting

Learn how to extend the underlying Salesforce Platform

  • Salesforce Configuration

  • Salesforce User Profiles

  • Salesforce Flows

  • Salesforce Validation Rules

  • Salesforce Development Tools

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Last updated 6 months ago

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