> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/ndis-management/plan-management.md).

# Plan Management

**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.

## Client Management App

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

<figure><img src="/files/on0FkFHf1WtdktYwI0P0" alt=""><figcaption><p>Maica Client Management App</p></figcaption></figure>

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.

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