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	Eligibility for Billable Participant Notes is now set on each Appointment Service using the Enable Billable Participant Notes checkbox, rather than maintained as a list here. Any active Appointment Service with Enable Billable Participant Notes enabled can be selected when creating a Billable Participant Note. See Appointment Services to configure this.
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.

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.