Healthcare Solutions
  • Empower your Participants
  • Getting Started
    • The Maica Lifecycle
    • Installation
    • Reference Data Configuration
    • Post Install Steps
      • Post Install Checklist
    • Software License Agreement
    • NDIA Provider API Outages
    • Getting Started with Client Care
    • The Maica License and Data Model
  • General Information
    • Client Management Settings
      • Agreement Management
      • Renewal Management
      • Program Enrolments
      • Claim Management
        • Reconciling Bulk Payment Request (BPR) File
      • ABA File Management
      • Product Management
      • Statement Management
      • Email Management
      • NDIS Synchronisation
      • Logs Management
      • NDIS Notifications (Webhooks)
      • NDIS Integration
      • Connections Management
      • Opportunity Management
    • Client Care Settings
      • General Settings
      • Planner Management
      • Rostering Management
      • Appointment Management
      • Validation Management
      • Timesheet Management
      • Travel Management
      • Billing Management
      • Billable Client Care Settings
    • Glossary
    • Maica Permissions Sets
    • Maica's Discord Server
  • Participant Management
    • Managing Connections
    • Managing Resource Preferences
    • Participant Selection
    • Record Client Notes
    • Participant PRODA Sync
    • Contact Sharing Rules
    • Billable Client Notes
  • NDIS Management
    • Opportunity Overview
    • Service Agreement Overview
    • Plan Management
      • Participant Overview
      • Plan Overview
      • Service Booking Overview
      • Create Service Booking
      • Manage Service Booking
    • Participant Statement
      • Sending ad-hoc funding statements
      • Manually send monthly funding statements
      • Schedule and automatically send monthly statements
      • Participant Statement Email Template
        • Participant Statement Detail
    • Invoice Management
      • Invoice Overview
      • Payment Request Overview
      • Invoice Entry
        • Alerts & Validation
      • Invoice Scheduling
      • Claim Management
      • Credit Management
      • Invoice Status Management
      • ABA File Generation
  • Aged Care Management
    • Service Agreement Overview
    • Support Category & Items
    • Budget & Funding Management
    • Status & Leave Management
    • Fee Billing Engine Overview
    • Claim Management Overview
    • Invoice and Product Settings
  • Resource Management
    • The Resource Profile
    • Resources Rostering
  • Planner Management
    • The Planner Overview
    • Unavailability & Breaks
    • Appointment Optimiser
  • Appointment Management
    • The Appointment Profile
    • Creating Appointments
      • Appointment Sections
      • Step 1: Basic Details
      • Step 2: Location
      • Step 3: Recurrence
      • Step 4: Additional Details
      • Step 5: Custom Fields
      • Step 6: Client Note(s)
      • Step 7: Completion
    • Managing Appointments
      • Editing Appointments
      • Checking into Appointments
      • Checking out of Appointments
      • Storing Appointment Files
      • Capturing Signatures
      • Completing Appointments
    • Appointment Cost Calculation
    • Service Agreement Leave
    • Appointment Validation
  • Client Care Reference Data
    • Skills Management
    • Delivery Activities
    • Appointment Services
    • Checklist Management
    • Client Note Templates
  • Maica Billing Processes
    • Maica Billing Processes
      • Invoice Generation Flow Logic
      • Invoice Dispatch Flow Logic
      • Manual Appointment Billing
      • Appointment Travel Billing
    • Xero Synchronisation
    • Xero Connection Configuration
  • Data Imports
    • Import Support Item Catalogue
    • Importing Historical Invoices
  • Log Management
    • Log Object
    • Synchronisation Logs
    • Maica Logs Report
    • Delete Logs
    • Known Issues & Gotchas
  • NDIS Notifications
    • Overview
    • How to setup
    • Events
  • Additional Information
    • Maica Client Care Releases
    • Maica Development Roadmap
    • Maica PACE Compliance Setup
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  1. General Information

Glossary

The nuts and bolts of Maica

PreviousBillable Client Care SettingsNextMaica Permissions Sets

Last updated 2 years ago

Object Diagram

The diagram below illustrates the various components in the Maica solution and the relationships between them.

Maica extends many of the standard Salesforce objects that you may already be familiar with, such as Contact, Opportunity and Product. A few custom (or new) objects will also be introduced to your Salesforce organisation that are used to facilitate core Maica functionality, such as Plan, Service Booking and Payment Request.

The key data objects being used by Maica are listed below with a description of their purpose and relationship to other data elements within the solution.

  • Contact: represents a person, such as a Participant, partner, supporter, referrer, guardian, etc

  • Account: represents an organisation, such as a Provider, commercial partner, household, etc

  • Opportunity & Opportunity Product: tracks any potential revenue, such as service agreements, product sales, etc

  • Product & Price Book: defines the underlying product structure from the NDIS, including support category, support item number, purpose, etc

  • Case: represents any incoming enquiry, complaint, issue as well as a set of support coordination features

  • Service Contract: represents the actual delivery contract once a service agreement (via opportunity) has been finalised

  • Plan: represents the overall NDIS plan for a participant which is automatically synced from the NDIA via their APIs

  • Plan Budget: represents a plan's recorded budget items which are automatically synced from the NDIA via their APIs‍

  • Service Booking: represents a support category budget that can be created/amended directly from within Salesforce; also automatically synced to the NDIA

  • Booking Item: represents the individual budget items within a service booking which can be created/amended directly from within Salesforce

  • ‍Invoice: represents the mechanism of entering completed services (either internal or external) which require automatic claiming from the NDIA

  • Invoice Line Item: represents an individual support item (product) that is to be automatically claimed from the NDIA

  • Payment Request: represents the mechanism for submitting an automated claim to the NDIA and triggering payment (once approved)

Entity Relationship Diagram