End Agreement
Learn how end a Service Agreement in Maica
The End Agreement feature in Maica allows authorised users to formally end a Participant’s Service Agreement. This process ensures all related records — including Agreement Items, Appointments, and Delivery Activities — are updated consistently, maintaining compliance and data integrity across the system.
What does the End Agreement Quick Action do?
As mentioned, the End Agreement Quick Action provides a guided process for cancelling a Service Agreement. When triggered, users can specify an End Date and Cancellation Reason, after which Maica automatically:
Updates the Service Agreement End Date and related Agreement Item End Dates
Cancels any future Appointments for one-to-one sessions
Cancels only the Participant’s Delivery Activities in group Appointments, keeping other Participants’ sessions active
Records the Cancellation Reason for audit and compliance reporting
To learn more about this process, please refer to the steps below.
Where do I find the End Agreement button?
The End Agreement button is available at the top right-hand corner of the Service Agreement record page as a Quick Action, as shown below.
If you don't initially see this Quick Action, you may need to add it to the relevant Lightning Page.
How do I end an Agreement?
To end a Service Agreement, follow the steps below:
1. Click End Agreement
Select the End Agreement button from the Service Agreement record page to launch the guided screen flow.
2. Enter Cancellation Details
Provide the following information:
End Date – The official date the Service Agreement ends. This date must not precede the Service Agreement’s start date.
Cancellation Reason – Select from the available picklist options (e.g. Participant Transferred to Another Provider, End of Funding Allocation, etc.).
Cancellation Reason – Other – If ‘Other’ is selected, specify additional details.
Once entered, click Next to continue.
3. Review Future Appointments
Here, Maica automatically searches for future Appointments linked to the Participant that occur after the entered End Date.
You’ll see a summary of the following:
Service Agreement and associated Agreement Items End Date
Number of Appointments that will be cancelled (where the Participant is the only Participant)
Number of Delivery Activities that will be cancelled (for group Appointments)
This step provides an overview of what will be cancelled automatically. These actions cannot be undone.
4. Confirm Cancellation & Complete
Review the confirmation summary before finalising, and then click Confirm & Cancel to proceed or Back to make changes.
Once confirmed, Maica will run the above mentioned process, and populate the Cancellation Reason field on the Service Agreement.
Working Examples
Example 1 — Participant ends service early
Scenario: Samantha, an NDIS Participant, decides to transfer to a new provider. Her existing Service Agreement with your organisation is due to end on 30 September 2025, but she notifies you she’ll finish on 10 September 2025.
Action in Maica: You open Samantha’s Service Agreement and click End Agreement. You enter 10/09/2025 as the End Date and select Participant Transferred to Another Provider as the reason.
Result:
The Service Agreement and all related Agreement Items update to end on 10/09/2025.
All future Appointments and Delivery Activities scheduled after that date are automatically cancelled.
A cancellation record is logged for audit.
Example 2 — Participant ends service early and is part of group Appointments
Scenario: A group physiotherapy session has four Participants. One of them, Daniel, relocates interstate and ends his Service Agreement on 20 November 2025.
Action in Maica: You open Daniel’s Service Agreement, click End Agreement, and set the End Date to 20/11/2025 with the reason Participant Relocated / Moved Residence.
Result:
Daniel’s Delivery Activities scheduled after 20/11/2025 are cancelled.
The Appointments themselves remain active for the remaining three Participants.
Daniel’s Service Agreement shows as Cancelled from 21/11/2025.
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