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On this page
  1. Appointment Management
  2. Creating Appointments

Step 7: Completion

Learn about capturing basic details for the new Appointment

PreviousStep 6: Client Note(s)NextManaging Appointments

Last updated 1 year ago

The last tab summarises the Appointment and asks the end user to confirm the Duration and the Quantity.

The Quantity is populated based on the recurring schedule of the Appointment. If, for example, the Appointment is recurring for 4 weeks, once a week, then the Quantity would be automatically calculated to be 4.

Once the details of the Appointment have been confirmed, the Submit button will create the Appointment and all related information as detailed in the table below.

Appointment Data
Notes

Appointment Details

These are the various attributes of the Appointment itself, such as Type, Status, Start Date, etc.

Appointment Resources

Appointment Checklist

Client Notes

All Client Notes captured within the Appointment.

Delivery Activities

Maica Client Care creates a dedicated Delivery Activity for each Participant for each Service being delivered.

These are the Resource(s) allocated to the Appointment with their associated status, as per .

These are the Checklist Items allocated to the Appointment with the associated organisational .

Settings
Checklist
Completing an Appointment