Files

Learn about adding Files to a new Billable Participant Note

How do I attach Files to my Billable Participant Note?

To begin attaching a file, simply click the Upload Files button at the bottom of the screen to bring up the dialogue box. Once selected, you can attach files to your Participant Note. This includes the ability to take a photo, attach a PDF file, or upload any other allowed file type.

On a mobile device, this will also feature the option to take a photo while uploading the file.

What happens after I create a Billable Participant Note?

As this is the last stage, once you have attached all your required Files simply click the Save & Close button to complete your Billable Participant Note.

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.