Content Comparison

Participant

This refers to the prospective participant and links to the underlying Contact record.

Account Name

This usually refers to the household to which the prospective participant belongs being recorded as a Salesforce Account.

Stage

The stage of the Opportunity represents where your onboarding process is in its lifecycle. These stages are totally configurable to your needs using Salesforce Sales Processes.

Agreement Start Date

This represents the start date of the Service Agreement you are onboarding the prospective participant to.

Agreement End Date

This represents the end date of the Service Agreement you are onboarding the prospective participant to.

Amount

The amount is automatically calculated based on the Opportunity Products being included via the Product Management console.

Probability

The probability of an Opportunity is linked directly to the stage it is at, as configured in your unique sales process.

Related Case

When organisations use Salesforce Cases for their initial intake processes, Maica links this Case to the onboarding Opportunity.

Agreement Signed

In most use cases, organisations will send out digital versions of their Service Agreements (See Document Generation); when this happens, this field captures the signing of this document and sets the Opportunity to Closed-Won automatically.

Funding Type

This is an important field as it determines how each item (Opportunity Product) is funded and therefore processed by Maica, including the following options: - Plan-Managed means that each Opportunity Product will be funded via a plan manager and Maica will send the invoices - Self-Managed means that the participant themselves (or an associated connection) will fund the service and Maica will send the invoices - Agency-Funded means that Maica will automatically process financial claims directly with the NDIS - Combination means that the funding type will not be managed globally across the Opportunity but rather at each Opportunity Product.