Step 7: Completion
Learn about capturing basic details for the new Appointment
The last tab summarises the Appointment and asks the end user to confirm the Duration
and the Quantity
.
The Quantity is populated based on the recurring schedule of the Appointment. If, for example, the Appointment is recurring for 4
weeks, once a week, then the Quantity would be automatically calculated to be 4
.
Once the details of the Appointment have been confirmed, the Submit
button will create the Appointment and all related information as detailed in the table below.
Appointment Data | Notes |
---|---|
Appointment Details | These are the various attributes of the Appointment itself, such as |
Appointment Resources | These are the Resource(s) allocated to the Appointment with their associated status, as per Settings. |
Appointment Checklist | These are the Checklist Items allocated to the Appointment with the associated organisational Checklist. |
Client Notes | All Client Notes captured within the Appointment. |
Delivery Activities | Maica Client Care creates a dedicated Delivery Activity for each Participant for each Service being delivered. |
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