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:
Category
This allows for the selection of a Category by selecting one from the provided dropdown list.
Interaction Type
This allows for the selection of a Interaction Type by selecting one from the provided dropdown list.
Participant
Goal
Date & Time
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.
Note Text
This allows for custom text around the details of the Note. You can also insert a template here.
Billable Participant Note
Non-Billable Notes and Appointment Service When a note is marked as non-billable, you can still select an Appointment Service to indicate which service the note relates to.
This helps maintain reporting accuracy without affecting billing or claiming.
Quantity is locked at 0
Claim Type is hidden
A Delivery Activity is still created, but with
Billing Status = Do Not Bill
✅ Example: A user creates a non-billable Participant Note for a group session and selects “Community Access” as the Appointment Service. Maica logs the note and creates a Delivery Activity for reporting, but excludes it from invoicing.
Things to look out for: Take a Note
1. No Agreement for Appointment Service
1
2
3
4
This is a dropdown to select the required Claim Type
.
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