Creating Appointments
Learn about creating Appointments and associated details
The creation of new Appointments is primarily done via the Maica Client Care Planner.
The quickest way to create a new Appointment is to simply drag and release on any view of the Planner as shown above. A number of fields will be pre-populated depending on the view the user is currently in as outlined in the table below.
| Planner View | Pre-Populated Fields |
|---|---|
Appointment | Start Date, Start Time, End Date, End Time |
Resource | Start Date, Start Time, End Date, End Time, Resource |
Participant | Start Date, Start Time, End Date, End Time, Participant |
Accomodation | Start Date, Start Time, End Date, End Time, Location, Accomodation |
Upon dragging and releasing the cursor on the Planner, the New Appointment dialog will show and offer the user the following steps:
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