# The Appointment Profile

**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](https://kb.maica.com.au/resource-management/the-resource-profile)) is doing what (Appointment Service) to whom ([Participants](https://kb.maica.com.au/ndis-management/plan-management/participant-overview)) when (Date) where (Location). This could include creating **Appointments** for multiple Participants and Resources at a time as well as group sessions.

{% hint style="info" %}
Appointments are largely managed through the [Planner](https://kb.maica.com.au/general-information/client-care-settings/planner-management) which is described separately.
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<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2F3MO70iyyFUrIKdiGTksb%2FAppointment.png?alt=media&#x26;token=73fa3195-06aa-4e79-b4de-6caf0a8dfa89" alt=""><figcaption><p>The Maica Client Care Appointment Profile</p></figcaption></figure>

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

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.

<table><thead><tr><th width="223.33333333333331">Field Name</th><th width="290">Field Type</th><th>Notes</th></tr></thead><tbody><tr><td>Type</td><td>Picklist</td><td>A configurable list of types for the Appointment being managed.</td></tr><tr><td>Shift</td><td>Lookup to Shift</td><td>If <strong>Maica Client Care</strong> 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.</td></tr><tr><td>Status</td><td>Picklist</td><td>Calculated based on Appointment activity</td></tr><tr><td>Scheduled Start</td><td>Date</td><td>This is the date/time at which the Appointment is scheduled to start.</td></tr><tr><td>Scheduled End</td><td>Date</td><td>This is the date/time at which the Appointment is scheduled to end.</td></tr><tr><td>Location</td><td>Lookup to Location</td><td>A lookup to location at which the Appointment takes place where this is applicable.</td></tr><tr><td>Accomodation</td><td>Lookup to Accomodation</td><td><p>If the location has an asscoiated number of accomodation records, then these will be displayed for association. </p><p></p><p><em>This is primarily targeted at residential care and SIL use cases.</em></p></td></tr><tr><td>Maximum Attendees</td><td>Number</td><td>Sets the maximum number of permitted attendees</td></tr><tr><td>Resources Required</td><td>Formula Field</td><td>Derived from Ratio</td></tr><tr><td>Resources Remaining</td><td>Formula Field</td><td>Derived from Appointment attendees</td></tr><tr><td>Appointment Schedule</td><td>Lookup to Appointment Schedule</td><td>Sets the recurring Appointment schedule</td></tr></tbody></table>

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All standard **Maica Client Care** pick list values can be extended to suit your needs.
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### Appointment Related Information

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**.

#### Appointment Checklist

**Maica Client Care** supports the management of [Checklists](https://kb.maica.com.au/client-care-reference-data/checklist-management) which allow your Resources to perform certain tasks outside of the actual **Appointment** service.&#x20;

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2F71Aqte02nfTEg3sJOCdD%2Fimage.png?alt=media&#x26;token=0faea909-9c15-498e-a7da-a8bf55e8e823" alt=""><figcaption><p>An Appointment Checklist Item</p></figcaption></figure>

When [creating](https://kb.maica.com.au/appointment-management/creating-appointments) an Appointment, **Maica Client Care** offers the ability to add a Checklist to an Appointment. This is then shown when [checking into](https://kb.maica.com.au/appointment-management/managing-appointments/checking-into-appointments) the Appointment and the Resource (Care Worker) completes these with the relevant details.

#### Appointment Resources

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.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FDnesAt6jfpWSuNfgiBu0%2Fimage.png?alt=media&#x26;token=9e67bb58-6e9b-4e54-8c96-230e44356d0c" alt=""><figcaption><p>Appointment Resources</p></figcaption></figure>

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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`](https://kb.maica.com.au/general-information/client-care-settings/appointment-management) `-> Default Appointment Resource Status`.
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#### Client Notes

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.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2Fnm178l0q682J6n6oFW61%2Fimage.png?alt=media&#x26;token=cec2c38b-7579-42fc-8d8e-e24e9b0b0a95" alt=""><figcaption><p>Client Notes recorded within an Appointment</p></figcaption></figure>

#### Delivery Activities

[Delivery Activities](https://kb.maica.com.au/client-care-reference-data/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.&#x20;

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FgVyge5DiNvG2bTRyz5xK%2Fimage.png?alt=media&#x26;token=01fd545c-3160-4b3c-993c-c470c0ae908a" alt=""><figcaption><p>A Delivery Activity</p></figcaption></figure>

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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.
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