Step 3: Recurrence
Learn about capturing basic details for the new Appointment
Last updated
Learn about capturing basic details for the new Appointment
Last updated
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.
Start
Date
The Start Date of the recurring Appointment.
End
Date
The End Date of the recurring Appointment.
Frequency
Picklist
This enables the selection of the following values: Daily, Weekly, Monthly, Quarterly, Annually
Repeat Every
Number
This captures the interval based on the Frequency, for example if Weekly is selected, then the number 2 means Every 2 weeks.
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.
