Billable Participant Notes

Learn about Billable Participant Notes in Maica

What is a Billable Note?

A Billable Participant Note is a documented interaction provided to a participant that is eligible for billing. For example, a Resource of yours may deliver a Service over the phone and record and document the call as a Note. As a Service was delivered, this may be considered billable under the Service Agreement.

After you create a Billable Participant Note, Maica will have created both an Appointment and a Participant Note. The Note will be stored against the Participant and can be viewed in the Participants Profile, whilst the Appointment will be automatically assigned a Complete status and used within Maica for Billing.

The same logic applies if your Participant Note is not Billable, however, there will be no Invoice Line Item.

How do I create a Billable Note?

There are multiple ways to create Billable Note(s) within Maica, these include:

• Directly from the Planner

• Through the Maica Quick Actions

What does a Billable Participant Note include?

A new Billable Participant Note includes the completion of multiple stages before it can be confirmed, below is a list of these stages:

1. Take a Note

2. Custom Fields

3. Tasks

4. Files

To dive deeper into each stage, please visit the specific pages for detailed information on every stage.