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Maica Client Management V.0.342

You can download the full release notes as a PDF above for detailed information on all updates and fixes included in this version.

If there are any post-install steps required, they will be listed below. In V.0.342, more detailed information on the Pre & Post Installation steps of the new Support at Home Data updates are listed directly below in a seperate section, as well as the Multiple Provider ID Support Post Installation Steps.

Support at Home Data Model Pre Installation Checklist:

  1. Add Support at Home value to the Funding_Type and Plan_Management_Types picklist value set
  2. Add the following values to the Budget_Type picklist value set:
    1. value ON label Home support ongoing
    2. value CM label Care management
    3. value RC label Restorative care pathway
    4. value EL label End of life pathway
    5. value AT label Assistive technology
    6. value HM label Home modifications
    7. value CU label Commonwealth unspent funds
    8. value HC label Home care account
    9. value AS label Assistive technology specified needs
    10. value CQ label Care recipient quarterly budget
  3. Add values to Product_Claim_Type picklist value set (API value in brackets)
    1. Set up (WRAP-001)
    2. Training (WRAP-002)
    3. Delivery (WRAP-003)
    4. Administration (WRAP-004)
    5. Repairs (WRAP-005)
    6. Maintenance (WRAP-006)
    7. Other (WRAP-007)
    8. Training (WRAP-008)
    9. Coordination (WRAP-012)
    10. Other (WRAP-013)
  4. Add the following values to the Product2.Support_Item_Type_c field:
    1. Deliverable Service
    2. Basic Subsidy
    3. Care Management Fee
    4. Package Management Fee
    5. Basic Daily Fee
    6. Income Tested Fee
    7. Veterans' Supplement
    8. Dementia and Cognition Supplement
    9. Enteral Feeding Supplement
    10. Oxygen Supplement
    11. Top-Up Supplement
    12. Hardship Supplement
    13. Viability Supplement
    14. Client Contribution
    15. value ITEM label Item
  5. Add new values to the Product2.QuantityUnitOfMeasure field
    1. item
    2. hours
    3. bill
    4. voucher
    5. meal
    6. trip
  6. Add Support at Home value to the Invoice__c.Funding_Structure__c field
  7. Add Quarterly value to the Plan__c.Claim_Period__c field
  8. Update Plan_Budget__c object to enable Track Field History
  9. Add Support at Home value to the  field
  10. Remove scheduled Jobs: PRODA Device Activation Reminder - Daily 10:00 AM and PRODA Device Keys Expiration Management - Daily 2:00 AM

Support at Home Data Model Post Installation Checklist:

Verify all Support at Home picklist and field updates from the Pre-Installation checklist have been applied, then continue with the following configuration

Rename WRAP claim type labels. Update the Claim Type global value set so each WRAP-00X value carries its new descriptive label (e.g. “Set up (WRAP‑001)“).

Expose the Support Item override number. Place the new unique “Support Item Number Override” field on every Support Item layout used for data entry so teams can populate the external reference, and keep the revised related list that surfaces parent/child items.

Update key layouts for the Support at Home model listed below: 

  1. Claim Batch: make “Funding Type” required and display it in the mini-layout.
  2. Funding: add the new Approved Services, Classifications, Individual Contributions, and Supplements related lists so Support at Home rollups are visible.
  3. Funding Item: surface the Entitlements related list to monitor derived allowances.
  4. Invoice: ensure “Claim Status” shows in the line-item related list and add the Payments related list for reconciliation.
  5. Invoice Line Item: add “Wraparound Description” to the information section so staff can satisfy the new validation rule when an “Other” wraparound code is chosen.
  6. Unavailability: display the formatted duration in both the layout and Lightning page for quicker reviews.

Re-activate Lightning record pages affected by Support at Home. Publish the updated Lightning pages (Funding, Service Agreement, Support Item, Invoice, Invoice Line Item, and Unavailability) so the new Support at Home facets and fields become visible, and assign the brand-new “Maica Entitlement Record Page” override for Entitlement records.

Post Installation Scripts
Please ensure you complete the following Post Install Scripts listed below. If you require assistance with installing or running this script, please contact Maica Support for guidance.
Post Installation Scripts: Client Management ONLY
The section of below scripts apply if you are on Client Management ONLY, if you use Client Management & Delivery, skip to the next section.
Please ensure you complete the following Post Install Scripts in the order they are provided. If you require assistance with installing or running this script, please contact Maica Support for guidance.

Update Claim_Batch_c.Claim_Status__c picklist value: 'Paid' to 'Completed'

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Delete Flow: Maica - Funding Item Sync on Period End (Maica_Funding_Item_Sync_on_Period_End)

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Update Claim_Batch_c.Claim_Status__c picklist value: 'Paid' to 'Completed'

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Post Installation Scripts: Client Management & Client Delivery
If you are on Maica Client Delivery as well as Maica Client Management, please use the below scripts. If you are on Client Management ONLY, please ignore the below section.
Note: When running these scripts, please wait until the first Job has been completed before starting the second Script. You can track the progress of the Job in your Salesforce instance by going to Setup --> Apex Jobs.
If you require assistance with installing or running this script, please contact Maica Support for guidance.

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