The Appointment Profile
Learn about Appointments and associated details
Last updated
Learn about Appointments and associated details
Last updated
Appointments are the main way Maica Client Care manages work. The vast majority of what your team does is captured using Appointments, including direct services, support coordination, residential care and recurring Appointments. Appointments essentially capture who (Resources) is doing what (Appointment Service) to whom (Participants) when (Date) where (Location). This could include creating Appointments for multiple Participants and Resources at a time as well as group sessions.
Appointments are largely managed through the Planner which is described separately.
There are two parts to managing Appointments, the first one focuses on a range of attributes and the second one is a bunch of related information as described within this article.
Appointment attributes are fields that are stored against the Appointment profile, for example Type or Status. Maica Client Care ships with a number of these attributes, as shown in the table below, and these can easily be extended using Salesforce's standard toolset.
Type
Picklist
A configurable list of types for the Appointment being managed.
Shift
Lookup to Shift
If Maica Client Care finds a Shift at the same time and at the same location as the Appointment, it will be possible to associate the Appointment with the shift.
Status
Picklist
Calculated based on Appointment activity
Scheduled Start
Date
This is the date/time at which the Appointment is scheduled to start.
Scheduled End
Date
This is the date/time at which the Appointment is scheduled to end.
Location
Lookup to Location
A lookup to location at which the Appointment takes place where this is applicable.
Accomodation
Lookup to Accomodation
If the location has an asscoiated number of accomodation records, then these will be displayed for association.
This is primarily targeted at residential care and SIL use cases.
Maximum Attendees
Number
Sets the maximum number of permitted attendees
Resources Required
Formula Field
Derived from Ratio
Resources Remaining
Formula Field
Derived from Appointment attendees
Appointment Schedule
Lookup to Appointment Schedule
Sets the recurring Appointment schedule
All standard Maica Client Care pick list values can be extended to suit your needs.
In addition to the standard attributes described above, Maica Client Care also provides a variety of related information to further manage the configuration of an Appointment.
Maica Client Care supports the management of Checklists which allow your Resources to perform certain tasks outside of the actual Appointment service.
When creating an Appointment, Maica Client Care offers the ability to add a Checklist to an Appointment. This is then shown when checking into the Appointment and the Resource (Care Worker) completes these with the relevant details.
Appointment Resources capture who is delivering services within a given Appointment. This provides for the ability to allocate multiple Resources to an Appointment where this is required.
The Status of an Appointment Resource can be set according to your business needs and the default value for Status is configured under Settings -> Appointment Management -> Default Appointment Resource Status.
Client Notes canbe captured at the time of completing an Appointment. If multiple Participants are attending an Appointment and Client Notes are recorded, Maica Client Care will create an individual Client Note for each Participant.
Delivery Activities are the ultimate output of work being done and recorded in Maica Client Care. The majority of the time, Delivery Activities will be the result of Appointments and services having been delivered to Participants.
A Delivery Activity will be created for each Participant within an Appointment, so if two Participants are receiving any given service, the resulting output will be two Delivery Activities.
