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