Create Service Booking
Learn how to create Service Bookings in Maica
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Learn how to create Service Bookings in Maica
Last updated
Was this helpful?
In Maica, you can create Service Bookings
through the Create Service Booking
Quick Action located on the Funding Record
.
The Create Service Booking
Quick Action in Maica allows you to create Service Bookings for your Participants
that will Sync directly with the NDIS.
Please follow the steps below to create a Service Booking:
Create Service Booking
Quick Action The first step in creating a Service Booking
is simply clicking the Create Service Booking
Quick Action located on the Funding Record
, as shown below:
Once you clicked on the Quick Action above, you will be shown the Create Service Booking
pop-up, as shown below:
Before populating your Booking Items, you should first set up your Service Booking
by selecting the Period
of the Service Booking
as well as the Type
.
For your Booking Period
, you can choose between Custom
Dates, or the entire Plan
Date.
For your Booking Type
, you can choose between Standard Booking
or Plan Managed
. Please refer to the information box above to understand the difference and which one will be relevant for your Service Booking
.
Once you have setup your Service Booking, it is time to add your Booking Items.
To begin, simply click the + Add
button on the right hand side of the interface. This will create a Booking Item Line Item with the following fields ready to be populated:
Support Category
NDIS Support Categories
are the broad areas of funding under the National Disability Insurance Scheme (NDIS). Refer below for more information around available Support Categories to select for your Service Bookings
.
Support Item
NDIS Support Items
are the specific services or products that participants can access through their NDIS funding, based on their plan’s approved categories.
Quantity
This is a Maica concept that allows you to adjust the Quantity
of delivery for any specified Support Item
.
Rate
This is the price of 1 Quantity
unit of any Support Item
. This field is automatically populated based on the selected Price List
, but is adjustable if desired.
Price List
This field allows you to selected which Price List
you wish to associate with the selected Support Item
delivery.
If you have associated Funding Items
(Plan Budgets
) on your Participants Funding Record
, the Support Categories will be automatically populated with the available Support Categories
and Budget. If you attempt to Add additional Booking Items
, you will only be able to select from Support Categories
associated with the linked Funding Items
.
If you have no associated Funding Items
, you will be able to select from all Support Categories
.
After you have added all of your Booking Items, you will need to confirm your Service Booking before it can be created and synced with the NDIS. To do so, Maica will present you with a summary and a toggle, as illustrated below:
Once the toggle is selected TRUE
, the Submit
button will appear and you will be able to confirm your Service Booking
.
After doing so, your Service Booking
Record will be synced with the NDIS, and if successful, created in Maica within the Funding Record
where you can manage and review your Service Booking
. To learn more about managing a Service Booking
, click here.