# Healthcare Solutions ## Healthcare Solutions - [Empower your Participants](https://kb.maica.com.au/empower-your-participants.md): Meet Maica, the tech platform built for the NDIS, by people who understand the NDIS. - [The Maica Lifecycle](https://kb.maica.com.au/getting-started/the-maica-lifecycle.md): Get started by learning about how Maica delivers to the Participant lifecycle within the NDIS and Aged Care sectors. - [Installation](https://kb.maica.com.au/getting-started/installation.md): This section will walk you through how to install the Maica managed package into your Salesforce environment. - [Reference Data Configuration](https://kb.maica.com.au/getting-started/reference-data-configuration.md): After install, Maica will create the data required to get you up and running - [Post Install Steps](https://kb.maica.com.au/getting-started/post-install-steps.md): The Maica solution requires a number of Salesforce post-installation steps which are outlined below. - [Post Install Checklist](https://kb.maica.com.au/getting-started/post-install-steps/post-install-checklist.md): Use the following checklist to confirm that you've completed all required Post-Install Steps. - [Software License Agreement](https://kb.maica.com.au/getting-started/software-license-agreement.md): Yes the fine print. Maica is licensed under the terms detailed below. - [NDIA Provider API Outages](https://kb.maica.com.au/getting-started/ndia-provider-api-outages.md) - [Getting Started with Client Care](https://kb.maica.com.au/getting-started/getting-started-with-client-care.md): Learn about the Client Care Training Agenda - [The Maica License and Data Model](https://kb.maica.com.au/getting-started/the-maica-license-and-data-model.md): Learn about what license is needed when using Maica - [Client Management Settings](https://kb.maica.com.au/general-information/client-management-settings.md): Configure Maica to work the way you work via Client Management Settings - [Agreement Management](https://kb.maica.com.au/general-information/client-management-settings/agreement-management.md) - [Renewal Management](https://kb.maica.com.au/general-information/client-management-settings/renewal-management.md): Create Renewal Opportunities for Service Agreements approaching the End Date - [Program Enrolments](https://kb.maica.com.au/general-information/client-management-settings/program-enrolments.md) - [Claim Management](https://kb.maica.com.au/general-information/client-management-settings/claim-management.md): Manage your Claim frequency and manually generate Bulk Claim (BPR) Files - [Reconciling Bulk Payment Request (BPR) File](https://kb.maica.com.au/general-information/client-management-settings/claim-management/reconciling-bulk-payment-request-bpr-file.md): Learn how to manually reconcile Payment Requests via the BPR Results and Remittance files - [ABA File Management](https://kb.maica.com.au/general-information/client-management-settings/aba-file-management.md): Learn how to electronically bulk pay providers for supports delivered - [Product Management](https://kb.maica.com.au/general-information/client-management-settings/product-management.md) - [Statement Management](https://kb.maica.com.au/general-information/client-management-settings/statement-management.md): Learn how to setup, send and track the progress of participant monthly statement - [Email Management](https://kb.maica.com.au/general-information/client-management-settings/email-management.md): Learn about internal emails sent as part of the Maica package - [NDIS Synchronisation](https://kb.maica.com.au/general-information/client-management-settings/ndis-synchronisation.md): Populate Salesforce with data from the NDIS portal. - [Logs Management](https://kb.maica.com.au/general-information/client-management-settings/logs-management.md): Learn how to manually and automatically delete Log records. - [NDIS Notifications (Webhooks)](https://kb.maica.com.au/general-information/client-management-settings/ndis-notifications-webhooks.md) - [NDIS Integration](https://kb.maica.com.au/general-information/client-management-settings/ndis-integration.md): Easily manage your device connection with PRODA - [Connections Management](https://kb.maica.com.au/general-information/client-management-settings/connections-management.md): Learn about managing the Settings for Maica Connections - [Opportunity Management](https://kb.maica.com.au/general-information/client-management-settings/opportunity-management.md) - [Client Care Settings](https://kb.maica.com.au/general-information/client-care-settings.md): Configure Maica to work the way you work via Client Care Settings - [General Settings](https://kb.maica.com.au/general-information/client-care-settings/general-settings.md): Learn about General Settings within the Maica Client Care Solution - [Planner Management](https://kb.maica.com.au/general-information/client-care-settings/planner-management.md): Learn about Planner Management within the Maica Client Care Solution - [Rostering Management](https://kb.maica.com.au/general-information/client-care-settings/rostering-management.md): Learn about Rostering Management within the Maica Client Care Solution - [Appointment Management](https://kb.maica.com.au/general-information/client-care-settings/appointment-management.md): Learn about Appointment Management within the Maica Client Care Solution - [Validation Management](https://kb.maica.com.au/general-information/client-care-settings/validation-management.md): Learn about Validation Management within the Maica Client Care Solution - [Timesheet Management](https://kb.maica.com.au/general-information/client-care-settings/timesheet-management.md): Learn about Timesheet Management within the Maica Client Care Solution - [Travel Management](https://kb.maica.com.au/general-information/client-care-settings/travel-management.md): Learn about Travel Management within the Maica Client Care Solution - [Billing Management](https://kb.maica.com.au/general-information/client-care-settings/billing-management.md): Learn about Billing Management within the Maica Client Care Solution - [Billable Client Care Settings](https://kb.maica.com.au/general-information/client-care-settings/billable-client-care-settings.md): Learn about Billabe Client Notes Settings within the Maica Client Care Solution - [Glossary](https://kb.maica.com.au/general-information/glossary.md): The nuts and bolts of Maica - [Maica Permissions Sets](https://kb.maica.com.au/general-information/maica-permissions-sets.md): Use Client Management Permission Sets to grant your team access to the Maica goodness! - [Maica's Discord Server](https://kb.maica.com.au/general-information/maicas-discord-server.md): Learn about engaging with our team more deeply using Discord - [Managing Connections](https://kb.maica.com.au/participant-management/managing-connections.md): Learn about managing Connections between Contacts within Maica and Salesforce - [Managing Resource Preferences](https://kb.maica.com.au/participant-management/managing-resource-preferences.md): Learn about managing Connections between Contacts within Maica and Salesforce - [Participant Selection](https://kb.maica.com.au/participant-management/participant-selection.md): Learn about rostering Resources to Appointments - [Record Client Notes](https://kb.maica.com.au/participant-management/record-client-notes.md): Learn about capturing Client Notes using Maica Client Care - [Participant PRODA Sync](https://kb.maica.com.au/participant-management/participant-proda-sync.md): Learn about the information Maica makes available as part of the PRODA Synchronisation and how to access this information with ease. - [Contact Sharing Rules](https://kb.maica.com.au/participant-management/contact-sharing-rules.md) - [Billable Client Notes](https://kb.maica.com.au/participant-management/billable-client-notes.md) - [Opportunity Overview](https://kb.maica.com.au/ndis-management/opportunity-overview.md): Use these to capture and manage the details whilst onboarding new participants to our organisation. - [Service Agreement Overview](https://kb.maica.com.au/ndis-management/service-agreement-overview.md): Use these to capture and manage the details of how and what you are delivering to your Participants/Clients - [Plan Management](https://kb.maica.com.au/ndis-management/plan-management.md): Bringing PRODA and the NDIS Portal within Salesforce - [Participant Overview](https://kb.maica.com.au/ndis-management/plan-management/participant-overview.md): Learn about how Maica helps you manage key information about your Participants and any related Individuals - [Plan Overview](https://kb.maica.com.au/ndis-management/plan-management/plan-overview.md): Learn about how Maica helps you interact with key information about a Participants Plan - [Service Booking Overview](https://kb.maica.com.au/ndis-management/plan-management/service-booking-overview.md): Learn how Maica brings all elements of the Service Booking lifecycle from PRODA and into Salesforce! - [Create Service Booking](https://kb.maica.com.au/ndis-management/plan-management/create-service-booking.md) - [Manage Service Booking](https://kb.maica.com.au/ndis-management/plan-management/manage-service-booking.md) - [Participant Statement](https://kb.maica.com.au/ndis-management/participant-statement.md): Providing statements to Participants about the financial management of their NDIS funding - [Sending ad-hoc funding statements](https://kb.maica.com.au/ndis-management/participant-statement/sending-ad-hoc-funding-statements.md) - [Manually send monthly funding statements](https://kb.maica.com.au/ndis-management/participant-statement/manually-send-monthly-funding-statements.md) - [Schedule and automatically send monthly statements](https://kb.maica.com.au/ndis-management/participant-statement/schedule-and-automatically-send-monthly-statements.md) - [Participant Statement Email Template](https://kb.maica.com.au/ndis-management/participant-statement/participant-statement-email-template.md) - [Participant Statement Detail](https://kb.maica.com.au/ndis-management/participant-statement/participant-statement-email-template/participant-statement-detail.md) - [Invoice Management](https://kb.maica.com.au/ndis-management/invoice-management.md): Claiming, Invoice Management, and Reconciliation of your Financial Information - [Invoice Overview](https://kb.maica.com.au/ndis-management/invoice-management/invoice-overview.md): Learn more about the Invoice object in Salesforce. - [Payment Request Overview](https://kb.maica.com.au/ndis-management/invoice-management/payment-request-overview.md): Learn about this very important piece of the claiming puzzle. - [Invoice Entry](https://kb.maica.com.au/ndis-management/invoice-management/invoice-entry.md): Learn about how Maica allows you to submit Invoices to Salesforce easily and reliably. - [Alerts & Validation](https://kb.maica.com.au/ndis-management/invoice-management/invoice-entry/alerts-and-validation.md): When entering Invoices and Claiming from the NDIS there are a number of rules and tricky validations to watch out for. Staying across all of them is difficult, so we have helped out! - [Invoice Scheduling](https://kb.maica.com.au/ndis-management/invoice-management/invoice-scheduling.md): Setup Invoices to generate based on a period you define - [Claim Management](https://kb.maica.com.au/ndis-management/invoice-management/claim-management.md): For those of you who want to manually manage how Claims are generated and processed - [Credit Management](https://kb.maica.com.au/ndis-management/invoice-management/credit-management.md): Cancelling a payment request via the API - [Invoice Status Management](https://kb.maica.com.au/ndis-management/invoice-management/invoice-status-management.md): Learn how Maica sets and manages the Status of an Invoice and associated Line Item(s). - [ABA File Generation](https://kb.maica.com.au/ndis-management/invoice-management/aba-file-generation.md): Learn how Maica automatically adds successfully claimed funds to the ABA file to process your Provider Payments. - [Service Agreement Overview](https://kb.maica.com.au/aged-care-management/service-agreement-overview.md) - [Support Category & Items](https://kb.maica.com.au/aged-care-management/support-category-and-items.md) - [Budget & Funding Management](https://kb.maica.com.au/aged-care-management/budget-and-funding-management.md) - [Status & Leave Management](https://kb.maica.com.au/aged-care-management/status-and-leave-management.md) - [Fee Billing Engine Overview](https://kb.maica.com.au/aged-care-management/fee-billing-engine-overview.md) - [Claim Management Overview](https://kb.maica.com.au/aged-care-management/claim-management-overview.md) - [Invoice and Product Settings](https://kb.maica.com.au/aged-care-management/invoice-and-product-settings.md) - [The Resource Profile](https://kb.maica.com.au/resource-management/the-resource-profile.md): Learn about the Resource profile and associated details - [Resources Rostering](https://kb.maica.com.au/resource-management/resources-rostering.md): Learn about rostering Resources to Appointments - [The Planner Overview](https://kb.maica.com.au/planner-management/the-planner-overview.md): Learn all about the Maica Client Care Planner and how Appointments are managed. - [Unavailability & Breaks](https://kb.maica.com.au/planner-management/unavailability-and-breaks.md): Learn about being able to manage Resource Unavailability & Appointment Breaks - [Appointment Optimiser](https://kb.maica.com.au/planner-management/appointment-optimiser.md): Learn about the Appointment Optimiser and how it can automatically allocate missing resources. - [The Appointment Profile](https://kb.maica.com.au/appointment-management/the-appointment-profile.md): Learn about Appointments and associated details - [Creating Appointments](https://kb.maica.com.au/appointment-management/creating-appointments.md): Learn about creating Appointments and associated details - [Appointment Sections](https://kb.maica.com.au/appointment-management/creating-appointments/appointment-sections.md): Learn about configuring various sections for an Appointment. - [Step 1: Basic Details](https://kb.maica.com.au/appointment-management/creating-appointments/step-1-basic-details.md): Learn about capturing basic details for the new Appointment - [Step 2: Location](https://kb.maica.com.au/appointment-management/creating-appointments/step-2-location.md): Learn about capturing basic details for the new Appointment - [Step 3: Recurrence](https://kb.maica.com.au/appointment-management/creating-appointments/step-3-recurrence.md): Learn about capturing basic details for the new Appointment - [Step 4: Additional Details](https://kb.maica.com.au/appointment-management/creating-appointments/step-4-additional-details.md): Learn about capturing additional details for the new Appointment - [Step 5: Custom Fields](https://kb.maica.com.au/appointment-management/creating-appointments/step-5-custom-fields.md): Learn about capturing custom fields for the new Appointment - [Step 6: Client Note(s)](https://kb.maica.com.au/appointment-management/creating-appointments/step-6-client-note-s.md): Learn about capturing basic details for the new Appointment - [Step 7: Completion](https://kb.maica.com.au/appointment-management/creating-appointments/step-7-completion.md): Learn about capturing basic details for the new Appointment - [Managing Appointments](https://kb.maica.com.au/appointment-management/managing-appointments.md): Learn about managing Appointments and associated information. - [Editing Appointments](https://kb.maica.com.au/appointment-management/managing-appointments/editing-appointments.md): Learn about editing existing Appointment and associated details. - [Checking into Appointments](https://kb.maica.com.au/appointment-management/managing-appointments/checking-into-appointments.md): Learn about checking into Appointments and associated details. - [Checking out of Appointments](https://kb.maica.com.au/appointment-management/managing-appointments/checking-out-of-appointments.md): Learn about checking out of Appointments and associated details. - [Storing Appointment Files](https://kb.maica.com.au/appointment-management/managing-appointments/storing-appointment-files.md): Learn about how you can easily store files against an Appointment - [Capturing Signatures](https://kb.maica.com.au/appointment-management/managing-appointments/capturing-signatures.md): Learn about how you can easily capture Participant Signatures - [Completing Appointments](https://kb.maica.com.au/appointment-management/managing-appointments/completing-appointments.md): Learn about quick completing of Appointments and associated details. - [Appointment Cost Calculation](https://kb.maica.com.au/appointment-management/appointment-cost-calculation.md): Learn about how Maica Client Care calculates the cost of Appointments. - [Service Agreement Leave](https://kb.maica.com.au/appointment-management/service-agreement-leave.md) - [Appointment Validation](https://kb.maica.com.au/appointment-management/appointment-validation.md): Learn about the various validations for Maica Client Care Appointments - [Skills Management](https://kb.maica.com.au/client-care-reference-data/skills-management.md): Learn about managing Skills and Resource Skills - [Delivery Activities](https://kb.maica.com.au/client-care-reference-data/delivery-activities.md): Learn about managing Client Care Delivery Activities - [Appointment Services](https://kb.maica.com.au/client-care-reference-data/appointment-services.md): Learn about managing Appointment Services - [Checklist Management](https://kb.maica.com.au/client-care-reference-data/checklist-management.md): Learn about managing Checklists and Checklist Items - [Client Note Templates](https://kb.maica.com.au/client-care-reference-data/client-note-templates.md): Learn about managing Client Note Templates in Maica Client Care - [Maica Billing Processes](https://kb.maica.com.au/maica-billing-processes/maica-billing-processes.md): Learn about how Maica automates billing within the Healthcare sector - [Invoice Generation Flow Logic](https://kb.maica.com.au/maica-billing-processes/maica-billing-processes/invoice-generation-flow-logic.md): Learn about how Maica generates Invoices and Invoice Line Items - [Invoice Dispatch Flow Logic](https://kb.maica.com.au/maica-billing-processes/maica-billing-processes/invoice-dispatch-flow-logic.md): Learn about how Maica dispatches Claims and Invoices - [Manual Appointment Billing](https://kb.maica.com.au/maica-billing-processes/maica-billing-processes/manual-appointment-billing.md): Learn about how Maica enables manual Appointment Billing - [Appointment Travel Billing](https://kb.maica.com.au/maica-billing-processes/maica-billing-processes/appointment-travel-billing.md): Learn about how Maica enables Appointment Travel Billing - [Xero Synchronisation](https://kb.maica.com.au/maica-billing-processes/xero-synchronisation.md): Learn about Maica's Xero Finance System integration - [Xero Connection Configuration](https://kb.maica.com.au/maica-billing-processes/xero-connection-configuration.md): Learn about how to connect Xero to Maica to enable the synchronisation. - [Import Support Item Catalogue](https://kb.maica.com.au/data-imports/import-support-item-catalogue.md): Import NDIS Products & Prices into Maica - [Importing Historical Invoices](https://kb.maica.com.au/data-imports/importing-historical-invoices.md): Moving to Maica from a previous system and got data that needs to come with?? Read below. - [Log Object](https://kb.maica.com.au/log-management/log-object.md) - [Synchronisation Logs](https://kb.maica.com.au/log-management/synchronisation-logs.md): Learn about how to manage Maica's Synchronisation Logs for Client Management. - [Maica Logs Report](https://kb.maica.com.au/log-management/maica-logs-report.md) - [Delete Logs](https://kb.maica.com.au/log-management/delete-logs.md) - [Known Issues & Gotchas](https://kb.maica.com.au/log-management/known-issues-and-gotchas.md): There is no such thing as perfect right..... - [Overview](https://kb.maica.com.au/ndis-notifications/overview.md) - [How to setup](https://kb.maica.com.au/ndis-notifications/how-to-setup.md) - [Events](https://kb.maica.com.au/ndis-notifications/events.md) - [Maica Client Care Releases](https://kb.maica.com.au/additional-information/maica-client-care-releases.md): Learn about and download Maica Client Care Releases - [Maica Development Roadmap](https://kb.maica.com.au/additional-information/maica-development-roadmap.md): Learn about where we are going and what features are currently under development for Maica. - [Maica PACE Compliance Setup](https://kb.maica.com.au/additional-information/maica-pace-compliance-setup.md): Learn about how Maica is getting ready for PACE and how you can test for these changes in your environment.