> For the complete documentation index, see [llms.txt](https://knowledge.maica.com.au/maica-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.maica.com.au/maica-knowledge-base/maica-administration-guide/settings/participant-notes.md).

# Participant Notes

These settings determine how Maica manages Participant Notes and their function throughout the application. Please refer to the below table for more information on each setting:&#x20;

<table><thead><tr><th width="207">Setting</th><th>Description</th></tr></thead><tbody><tr><td><code>Default Category</code> </td><td>This determines the default <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/client-note">Category</a> to be assigned to any new Participant Note that is created. </td></tr><tr><td><code>Default Interaction Type</code></td><td>This determines the default <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/client-note">Interaction Type</a> to be assigned to any new Participant Note that is created.</td></tr><tr><td><code>Default Appointment Service</code></td><td>Participant Notes can be billed like <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/appointment">Appointments</a>, for use cases such as report writing or support coordination. In order to enable this billing to take place, an Appointment Service must be selected when capturing the Participant Note. This setting determines which default Appointment Service will be assigned to any new Participant Note that is created, meaning the user does not have to manually select it.</td></tr><tr><td><code>Available Appointment Services</code></td><td>Eligibility for Billable Participant Notes is now set on each Appointment Service using the <strong>Enable Billable Participant Notes</strong> checkbox, rather than maintained as a list here. Any active Appointment Service with <strong>Enable Billable Participant Notes</strong> enabled can be selected when creating a Billable Participant Note. See <a href="https://knowledge.maica.com.au/maica-knowledge-base/maica-administration-guide/system-processes/configuring-maica-components/appointment-services">Appointment Services</a> to configure this.</td></tr><tr><td><code>Default Duration (minutes)</code></td><td>This sets the default <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/client-note">Duration</a> in minutes for any new Participant Note that is created.</td></tr><tr><td><code>Custom Fields</code></td><td>Similar to <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/appointment">Appointments</a>, it is possible to include custom fields when capturing Participant Notes. This settings determines which fields (both native or custom-configured) are presented to the user when creating a Participant Note.<br><br>Participant Notes custom fields appear on the second step when creating notes. Click <code>Next &#x26; Save</code> to access this part of the process.</td></tr><tr><td><code>Default Claim Type</code></td><td><br>This sets the default <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/client-note">Claim Type</a> for any new Participant Note that is created; this will directly impact on the <a href="https://knowledge.maica.com.au/maica-knowledge-base/v/maica-administration-guide/data/data-objects/invoice-line-item">Invoice Line Item</a> generates for billing the time for capturing the Participant Note.</td></tr></tbody></table>

{% hint style="info" %}
Billable Participant Note eligibility is set per Appointment Service, using the **Enable Billable Participant Notes** checkbox on the Appointment Service record. This replaces the previous approach of maintaining a central list of eligible Services here in Settings.

If your organisation previously maintained a list of eligible Appointment Services, enable **Enable Billable Participant Notes** on each of those Services so they remain selectable when creating a Billable Participant Note.
{% endhint %}


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