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.
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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