Getting Started with Client Care

Learn about the Client Care Training Agenda

Once Maica has been installed for you by your partner, you can use the below guide and videos to get started with the solutions.

The below are not professional or sales videos; they are aimed at showing you how Maica Client Care functions across each of the features and are recorded for this purpose only.

Solution Component
Training Details
Target User
Help Video

Reference Data

Salesforce Administrator

Reference Data

Maica Administrator

Reference Data

Client Care Worker

Reference Data

Goals

Maica Administrator

Reference Data

Maica Administrator

Reference Data

Maica Administrator

Reference Data

Locations

Maica Administrator

Reference Data

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Settings

Maica Administrator

Planner

Filter

Client Care Worker

Planner

Client Care Worker

Planner

Scheduler & Management

Appointments

Scheduler & Management

Appointments

Find Participants (via Filter Quick Action)

Scheduler & Management

Appointments

Find Resources (via Filter Quick Action)

Scheduler & Management

Appointments

Scheduler & Management

Appointments

Scheduler & Management

Appointments

Scheduler & Management

Appointments

Client Care Worker

Appointments

Client Care Worker

Appointments

Client Care Worker

Appointments

Client Care Worker

Appointments

Client Care Worker

Timesheet

Maica Administrator

Timesheet

Client Care Worker

Billing

Management

If you are running a trial for Maica Client Care, please watch this video to get started.

We have assumed the following roles to be part of the Maica Client Care journey as mentioned above:

  • Salesforce Administrator who is an internal and mostly technical resource looking after your Salesforce envrionment.

  • Client Care Worker who is the person delivering the services; these could also be called clinicians, therapists, support workers, etc.

  • Scheduler & Management who are the people actually scheduling the appointments; at times these could be the same people as the Client Care Worker.

  • Maica Administrator who is the internal and somewhat technical resource looking after all Maica Client Care reference data and processes.

  • Management which typically refers to the internal management team focused on making sure compliance is adhered to and the right information is being managed.

Feel free to print the above list to mark off items during the training where this is desired.

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