Maica's Client Management solution, based on the Salesforce platform, focuses on managing the participant profiles, onboarding, and service agreement generation.
At the core of any intelligently designed client management solution is the client profile itself including key information, engagement activities, as well as relevant and useful reporting.
1.
Client profile, including personal and medical information
2.
NDIS and aged care information
3.
Client Connections, including guardians and carers
4.
Easily extend to suit your specific requirements
Engagement Activities
1st Jan - 31st Jan 2023
Ready
Andrea P.
Participant
Client Management
Maica has been developed directly on top of the market-leading Salesforce Enterprise platform.
This means, your team can take advantage of a significant feature set including profiles, engagement, reporting, workflows, and mobility.
Start capturing phone calls, meetings, communications, tasks, and any other client engagements you wish to record using Salesforce's native activity management features.
Onboarding
Salesforce Opportunity
Referral
Progress
51%
Andrea P.
Today
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Next Step
Onboarding and Acquisition
At the core of any intelligently designed client management solution is the client profile itself including key information, engagement activities, as well as relevant and useful reporting.
Maica has been fully integrated with the NDIS APIs without the use of any third-party products.
We are aggregators with the agency and are accredited to onboard your organisation to the API connections.
This enables your team to manage plans, service bookings, budgets, service agreements, invoices, and claims directly from your Salesforce-based client management solution.
Maica natively supports the management of aged care and residential care processes, including budgeting, invoicing, claiming, and statement generation.