Billable Participant Note

Learn how to create a new Billable Participant Note from the Planner Quick Action

How do I create a new Billable Participant Note from the Planner?

There are multiple ways to create a new Billable Participant Note in Maica, this article will show you how to use the Quick Action in the Planner.

You can also create a Billable Participant Note through the Maica Quick Actions.

Simply begin by clicking the New Billable Participant Note button, as shown below.

Once done, the New Billable Participant Note module will display.

Once the module is displayed, please complete your Note by following the instructions described here.