Step 7: Completion
Learn about capturing basic details for the new Appointment
Last updated
Learn about capturing basic details for the new Appointment
Last updated
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 Details
These are the various attributes of the Appointment itself, such as Type
, Status
, Start Date
, etc.
Appointment Resources
These are the Resource(s) allocated to the Appointment with their associated status, as per Settings.
Appointment Checklist
These are the Checklist Items allocated to the Appointment with the associated organisational 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.