Learn how to configure Support Categories in Maica
Please note that that NDIS Support Categories will be configured into your Maica instance by the Maica team during Post Installation. The following article is only about configuring custom Support Categories for Home Care Packages.
When it comes to Home Care Packages, custom fields have been added to the Support Category object in Maica. These allow you to configure appropriate Support Categories to represent the Home Care Package Budget, and allow our feature to interrogate the Support Category Records in your system to ensure that you can effectively set up and manage budgets while adhering to Home Care Package requirements.
As well as the ability to configure Support Categories, Maica offers a template with default categories, categorised by the various line items that form a package budget for home care, as per the table below.
You can import these Support Categories into Maica using our Reference Data Template, which is further explained here.
| Description | |
|---|---|
If you wish to configure your own Support Categories within Maica in order to set up and manage budgets correctly, please follow the steps indicated below.
Support Categories in the App LauncherIn the Salesforce App Launcher, search for Support Categories and choose it to open the list view of all Support Categories records in your Maica instance, as shown below.
Support CategoryOnce you are viewing your Support Categories, simply click the New button located in the top right hand corner of your interface to bring up the New Support Category pop-up, as shown below.
Note, you can also customise imported by Support Categories by simply selecting them and clicking the Edit button.
After the pop-up is displayed, you will be prompted to fill-in the following fields:
The Category Product field associates the Support Category to a specific Product.
However, please note, it is not best practice on Maica to use the Category Product field when configuring Support Categories, rather, it is best practice to link Products Records to Support Categories directly from the Product record. This is further explained here.
Once populated, simply click Save to create your Support Category.
Support Category with Support ItemsNow that your Support Category has been set up, you must populate it with Support Items that correspond to the budget items in the package.
As mentioned above, this is not done through the Support Category, but rather, directly from the Support Item record.
Clicking the New on the Support Item related list directly from your Support Category record will create an entirely new Support Item, not assign an exisiting one.
In order to learn how to configure and assign Support Items to your Support Category, please click here.
| Field | Description |
|---|---|
Name
This will be the name of your Support Category. You can name your Support Categories anyway you wish.
NDIS Name
This is the official name of the support category as recognised by the NDIS (National Disability Insurance Scheme), if applicable. Note: As NDIS Support Categories are populated via the Data Import, this will be automatically be populated.
Support Purpose
The Support Purpose dropdown is a configurable field within a Support Category, to which new values have been added to represent the categories of budget items within a Home Care Package. It is important that before you begin adding products that represent actual budget items to the package, you first set up your support categories to support the creation of the products underneath.
Category Number
This field is a unique identifier or reference number for the Support Category.
Fund Management Type
Specifies the type of fund management associated with the Support Category, indicating how funds are managed for services under this category. If you are configuring Support Categories for Home Care Packages, please ensure this is set to Home Care Package.
Billable Fees
Fees that are charged directly to a customer through a co-payment invoice.
Claimable Fees
Fees that the provider can claim on behalf of the Home Care Package.
Client Contributions
Money paid into the package directly by the client, such as a basic daily fee.
Subsidies
The base subsidy paid by the government into the Home Care Package budget.
Supplements
Additional pieces of funding that individual participants can acquire approval for, to help with specific needs.
