Checking out of Appointments

Learn about checking out of Appointments and associated details.

The checking out of Appointments is primarily done via the Maica Client Care Planner.

When checking out of an Appointment, you are presented with a dialog showing essentially two distinct areas of input including Appointment Date Information and Appointment Service Information; this is further described in this article.

Appointment Date and Duration Information

Maica Client Care offers the configurable capability to ensure that Appointments are conducted within acceptable parameters, such as check-in and check-out time as well as duration. This part of the check-out process captures the relevant date information and validates that this Appointment is being conducted within the allowable parameters.

In addition to capturing and validating Appointment date information, you are able to confirm/amend the time spent with each Participant for each Appointment Service. This means, if the actual service duration has changed for one or more Participants, this can easily be captured at the time of checking out of the Appointment.

Optional Client Note(s)

The last step in the check-out process is to provide the option to capture a Client Note for each Participant.

Where multiple Participants are part of an Appointment, an individual Client Note will be generated for each Participant. For single Participant Client Notes, a Client Goal can also be captured.

Clicking the Check-Out button will finalise the check-out process and mark the Appointment as Completed unless Maica has encountered a validation error in which case the Appointment will be marked as Under Review.

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