Take a Note
Learn about capturing Note details for a new Billable Participant Note
What does the Take a Note stage include?
The Take a Note tab captures the basic details of the Billable Participant Note, as described in the below table:
Information Field | Description |
---|---|
| This allows for the selection of a Category by selecting one from the provided dropdown list. |
| This allows for the selection of a Interaction Type by selecting one from the provided dropdown list. |
| This allows for the selection of Participant(s) by simply typing a name of a Participant (or multiple) or by clicking on the |
| Once a Participant has been selected, this allows for the Participant Note to be associated with a |
| The Date & Time details are pre-populated from the current Date & Time, and the duration is set to 15 minutes. The Date & Time can be changed manually if required, and your default duration can also be adjusted in Maica Settings; click here to learn more. |
| This allows for custom text around the details of the Note. You can also insert a template here. |
| This toggle allows for the Note to be billable. If toggled |
If the Participant Note is not to be billable, then simply disable the Billable Participant Note
toggle.
Things to look out for: Take a Note
1. No Agreement for Appointment Service
This alert will show in the instance where the selected Participant(s) have no Agreement for the selected Appointment Service. When this is the case, Maica will alert you under the Participant(s) input box (as shown) and the Save & Next
button will become unavailable. This is the only restriction that Maica enforces where the user cannot continue to create a Billable Participant Note.
In order to resolve this alert, you must select an Appointment Service that the selected Participant(s) have an Agreement for and hence can be billed against.
When the Participant(s) have an Agreement for the selected Appointment Service, the alert will be replaced by the following billing and budget information:
Reference | Description |
---|---|
1 | This is the total cost of the Note. It is calculated based on the |
2 | This is the amount of Available Funding the selected Participant has within their Service Agreement for the allocated Appointment Service. |
3 | This is the quantity of the created Billable Participant Note based on the |
4 | This is a dropdown to select the required |
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