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  1. Appointment Management
  2. Creating Appointments

Step 6: Client Note(s)

Learn about capturing basic details for the new Appointment

PreviousStep 5: Custom FieldsNextStep 7: Completion

Last updated 1 year ago

The fifth tab captures Client Notes that are taken at the time of creating the Appointment, as described in the below table.

The execution logic ensures that Maica Client Care only enables the selection of an associated Client Goal if a single Participant is part of the Appointment. In cases where multiple Participants are part of the Appointment, Client Goals will not be available for selection.

Captured Information
Description

Client Goal

This allows for the selection of a Client Goal to be associated with the Client Note if a single Participant has been associated with the Appointment.

Client Note

Client Notes are captured using rich text and can be entered using free text by your users. If multiple Participants are part of the Appointment, Maica Client Care will generate individual Client Notes for each Participant.

Appointment Client Note