Step 3: Recurrence
Learn about capturing basic details for the new Appointment
Recurring Appointments happen on a regular schedule and Maica Client Care will create these in advance based on the information provided at the time of creating the Appointment by completing the following fields.
Recurring Appointment Cost Calculation
When creating (or managing) recurring Appointments, Maica Client Care calculates the projected cost of this series of Appointments as shown in the below screen.
The cost calculation is triggered by clicking the Calculate Cost Breakdown
link and the following three values are shown:
Cost of Appointment which is the cost of a specific Appointment in the series based on the determined support item.
Total Utilised which is the total amount used so far (at the time of a specific Appointment) from the identified service agreement from which the funds will be drawn.
Total Remaining which is the total amount remaining on the service agreement at the time of a specific Appointment.
When the Total Remaining
or the Appointment Cost
amounts are shown in red, this means that there are insufficient funds in the service agreement and it is unlikely that payment/claiming/invoicing will be successful.
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