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CM - Client Management
CC - Client Care\
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In Design - we are in the process of designing and preparing this feature for development
Ready - this feature has been tested and is ready to be included in the next release
Planned - we have placed this feature on the roadmap to be designed and developed\
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**Note:** all features listed on this page will be included into Maica; these are not just ideas but actual features to be released.
{% endhint %}
### Xero Integration
The Xero integration will focus on submitting invoices that are generated in Maica to Xero (this will be configurable) and then updating those invoices from Xero back into Salesforce for reconciliation. This will essentially make Salesforce the single source of truth for claiming/invoicing/billing. This integration will be native to Maica Client Management and configurable to support filters on invoices to be synchronised, etc.
### Planner Updates
The Planner updates will include the ability to split the anticipated travel time for an Appointment at the time of creating/planning the Appointment. This will then show in the Planner as travel before and travel after the Appointment.
### Google Maps Integration
We are extending our current Google Maps integration to offer two new capabilities, including:
* Automatic determination of anticipated travel time (using Google) for an upcoming Appointment; this is manually entered right now whereas this feature will automatically determine this (using Google) and populate both `km` and `mins` for the projected Appointment travel.
* Extensions of our current resource rostering to take into consideration the anticipated travel time for resources; in other words, this is rank resource(s) based on where their previous Appointment is, where their home address is, or their primary location and rank the resource(s) closest to the upcoming Appointment.
### Export Files
We are planning to offer a set of standard and expected export files to be automatically generated by Maica Client Management, including examples such as `Dex` files. We will provide a list of files once we enter the design of this feature (projected to be Sep 2023).
### Support Coordination
We are designing and getting ready to implement a dedciated Support Coordination feature within Maica Client Care that will allow the specific recording of support coordination time and enable the automatic billing of this, as per the screenshot below.
### Data Model Enhancements
We are undertaking a review of the current Aged Care/HCP data models within `Client Management` to ensure **Maica** can provide more flexibility around setting up different funding structures. This involves bring in the Salesforce `Product` `Price Book` and `Support Category` data strutures to allow for maximum funding flexibility whilst maintaining a consistent data model across **Maica Client Management**.
### Home Care Budget UI Enhancement
A number of process, such as setting up the initial budget, are delivered using Salesforce flows. We are converting these to Salesforce Quick Actions to further align with Maica's NDIS architecture and provide more pwoerful features around assessment and budgeting.
### Block Funding
Maica Client Management is introducing Block Funding as an additional funding structure to be supported across the solution. This is currently in design and is scheduled for release in December 2023.
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