DCR - Opportunity Components

Price Book and Plan Association

Before we can started with adding Opportunity Products, Salesforce requires a Price Book to be associated. This can be done by clicking the Choose Price Book button as shown below.

Open

Choosing a Price Book

Once a Price Book has been associated, you can get started with working through the onboarding process by capturing a range of details as described below.

It is also possible to associate a Plan to the Opportunity which will validate all associated products against the available budget within the prospective participant's Plan.

Contact Roles

Contact Roles within the context of onboarding a prospective participant are typically recorded as other people connected to the onboarding process, such as a Carer or Referrer for example. Contact roles can be easily configured to suit an organisation's need to include specific and relevant roles.

Opportunity Products

Maica uses native Salesforce Opportunity Products to determine the amount and services breakdown for a prospective participant. With over 950 products in the NDIS catalogue alone, it can be difficult to find the right product to include based on when it will be delivered as well as the available budget within the Plan. This is where Maica's Product Management console comes in, as shown below.

When adding Opportunity Products using Maica's Product Management console, the end user is able to select the configuration of the services to be delivered, including the following:

• Dates

• Service Day (Weekday, Saturday, Sunday, Public Holiday, Anytime)

• Service Frequency (Weekly, Monthly, One-Time)

• Service Time (Daytime, Afternoon, Evening, Anytime)

• Weekdays (Monday, Tuesday, Wednesday, Friday, Saturday, Sunday)

Depending on the selection (as well as the available budget within the associated Plan), Maica will filter to only show the applicable Support Items for selection to ensure the right services are being delivered using the right products.