Take a Note
Learn about capturing Note details for a new Billable Participant Note
Last updated
Was this helpful?
User Guide
Learn about capturing Note details for a new Billable Participant Note
Last updated
Was this helpful?
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
1
2
3
4
This is a dropdown to select the required Claim Type.
This allows for the selection of by simply typing a name of a Participant (or multiple) or by clicking on the Filter icon which allows for of .
This is a required field as Notes in Maica are always held against a Participant.
Once a has been selected, this allows for the Participant Note to be associated with a Goal
This toggle allows for the Note to be billable. If toggled on, Maica will generate an Invoice Line Item for the selected and duration/quantity.
Maica will also validate that the selected has the an for the selected . If they don't, Maica will alert you and not allow the Note to be continued to the next stage. To learn more, see .
This alert will show in the instance where the selected have no for the selected . When this is the case, Maica will alert you under the 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 that the selected have an for and hence can be billed against.
When the have an for the selected , the alert will be replaced by the following billing and budget information:
This is the total cost of the Note. It is calculated based on the Duration and price of the .
This is the amount of Available Funding the selected has within their for the allocated .
This is the quantity of the created Billable Participant Note based on the Start Time and End Time for each selected . For example, the shown Note time is from 9:39am - 9:54am, this is a quantity of 0.25 which represents a 1/4 of an hour. This field is adjustable, please refer to the section for further information.
