Healthcare Solutions
  • Empower your Participants
  • Getting Started
    • The Maica Lifecycle
    • Installation
    • Reference Data Configuration
    • Post Install Steps
      • Post Install Checklist
    • Software License Agreement
    • NDIA Provider API Outages
    • Getting Started with Client Care
    • The Maica License and Data Model
  • General Information
    • Client Management Settings
      • Agreement Management
      • Renewal Management
      • Program Enrolments
      • Claim Management
        • Reconciling Bulk Payment Request (BPR) File
      • ABA File Management
      • Product Management
      • Statement Management
      • Email Management
      • NDIS Synchronisation
      • Logs Management
      • NDIS Notifications (Webhooks)
      • NDIS Integration
      • Connections Management
      • Opportunity Management
    • Client Care Settings
      • General Settings
      • Planner Management
      • Rostering Management
      • Appointment Management
      • Validation Management
      • Timesheet Management
      • Travel Management
      • Billing Management
      • Billable Client Care Settings
    • Glossary
    • Maica Permissions Sets
    • Maica's Discord Server
  • Participant Management
    • Managing Connections
    • Managing Resource Preferences
    • Participant Selection
    • Record Client Notes
    • Participant PRODA Sync
    • Contact Sharing Rules
    • Billable Client Notes
  • NDIS Management
    • Opportunity Overview
    • Service Agreement Overview
    • Plan Management
      • Participant Overview
      • Plan Overview
      • Service Booking Overview
      • Create Service Booking
      • Manage Service Booking
    • Participant Statement
      • Sending ad-hoc funding statements
      • Manually send monthly funding statements
      • Schedule and automatically send monthly statements
      • Participant Statement Email Template
        • Participant Statement Detail
    • Invoice Management
      • Invoice Overview
      • Payment Request Overview
      • Invoice Entry
        • Alerts & Validation
      • Invoice Scheduling
      • Claim Management
      • Credit Management
      • Invoice Status Management
      • ABA File Generation
  • Aged Care Management
    • Service Agreement Overview
    • Support Category & Items
    • Budget & Funding Management
    • Status & Leave Management
    • Fee Billing Engine Overview
    • Claim Management Overview
    • Invoice and Product Settings
  • Resource Management
    • The Resource Profile
    • Resources Rostering
  • Planner Management
    • The Planner Overview
    • Unavailability & Breaks
    • Appointment Optimiser
  • Appointment Management
    • The Appointment Profile
    • Creating Appointments
      • Appointment Sections
      • Step 1: Basic Details
      • Step 2: Location
      • Step 3: Recurrence
      • Step 4: Additional Details
      • Step 5: Custom Fields
      • Step 6: Client Note(s)
      • Step 7: Completion
    • Managing Appointments
      • Editing Appointments
      • Checking into Appointments
      • Checking out of Appointments
      • Storing Appointment Files
      • Capturing Signatures
      • Completing Appointments
    • Appointment Cost Calculation
    • Service Agreement Leave
    • Appointment Validation
  • Client Care Reference Data
    • Skills Management
    • Delivery Activities
    • Appointment Services
    • Checklist Management
    • Client Note Templates
  • Maica Billing Processes
    • Maica Billing Processes
      • Invoice Generation Flow Logic
      • Invoice Dispatch Flow Logic
      • Manual Appointment Billing
      • Appointment Travel Billing
    • Xero Synchronisation
    • Xero Connection Configuration
  • Data Imports
    • Import Support Item Catalogue
    • Importing Historical Invoices
  • Log Management
    • Log Object
    • Synchronisation Logs
    • Maica Logs Report
    • Delete Logs
    • Known Issues & Gotchas
  • NDIS Notifications
    • Overview
    • How to setup
    • Events
  • Additional Information
    • Maica Client Care Releases
    • Maica Development Roadmap
    • Maica PACE Compliance Setup
Powered by GitBook
On this page
  1. Appointment Management
  2. Creating Appointments

Step 4: Additional Details

Learn about capturing additional details for the new Appointment

PreviousStep 3: RecurrenceNextStep 5: Custom Fields

Last updated 1 year ago

The third tab captures some additional details of the Appointment, as described in the below table.

The validation logic ensures that only available and active Shifts are selectable based on the Location as well as date & time information entered by the user.

Captured Information
Description

Checklist

Shift

All available and active Shifts are made available for selection based on the Location of the Appointment as well as the date & time. If no Shifts are active during the Appointment details, this selection will be empty.

Appointment Type

The Appointment Type is a pick list allowing for the selection of the appropriate type of Appointment being created.

Appointment Status

The Appointment Status is a pick list allowing for the selection of the appropriate status of Appointment being created; only one of the following values can be selected: Draft, Published, Scheduled.

This allows for the selection of the relevant organisational based on the tasks to be performed during the Appointment.

Checklist
Appointment Additional Details