Participant Notes

Learn about Participant Note Settings in Maica

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:

Setting	Description
Default Category	This determines the default Category to be assigned to any new Participant Note that is created.
Default Interaction Type	This determines the default Interaction Type to be assigned to any new Participant Note that is created.
Default Appointment Service	Participant Notes can be billed like Appointments, 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.
Available Appointment Services	In addition to being able to set a default Appointment Service, this setting records a list of any Appointment Service that can be selected for a Participant Note in cases where the user wants to change the default service.
Default Duration (minutes)	This sets the default Duration in minutes for any new Participant Note that is created.
Custom Fields	Similar to Appointments, 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. Participant Notes custom fields appear on the second step when creating notes. Click Next & Save to access this part of the process.
Default Claim Type	This sets the default Claim Type for any new Participant Note that is created; this will directly impact on the Invoice Line Item generates for billing the time for capturing the Participant Note.