Creating Appointments

Learn about creating Appointments and associated details

The creation of new Appointments is primarily done via the Maica Client Care Planner.

Create an Appointment

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:

• Step 1: Basic Details

• Step 2: Schedule and Location

• Step 3: Additional Details

• Step 4: Client Notes

• Step 5: Completion