Plan Management
Bringing PRODA and the NDIS Portal within Salesforce
Last updated
Bringing PRODA and the NDIS Portal within Salesforce
Last updated
Plan Management is at the heart and soul of Maica. In many ways, it is the foundation upon which the rest of the solution is built. Having up-to-date, accurate Participant information at your fingertips in Salesforce is what we are all about and this section will walk you through the major functionality to really Empower your Plan Managers and your Participants.
To get you and your team up and running quickly, Maica includes a pre-configured Client Management app. The app groups together all the core Maica functionality you need to fulfil your role as a Plan Manager, including:
Participants and other Individuals, including Relationships (Contact records)
Providers and other Organisations (Account records)
Plans and Plan Budgets
Service Bookings
Service Agreements
Invoices and Invoice Entry
Cases
Products and Price Lists
In the next sections of this guide will walk through the key Plan Management features and functionality powered by Maica.
If you are looking for an overview of Invoicing and Claiming Management, that can be found in the Claim Management section.
