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Eziplan Home & Community Care Software Articles
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83 articles in this collection
Written by
Jordan
and
Carl Langford
How to monitor staff Time and Attendance
Look at how far from the scheduled time that staff sign in and out of appointments.
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Written by
Carl Langford
Updated over a week ago
Accessing Notes
How and where to find and manage notes in the Eziplan System
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Written by
Carl Langford
Updated over a week ago
Appointments
Finding a list of Public Holiday Appointments
How to create a list of all the appointments you have planned for a public holiday so you can manage them.
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Written by
Carl Langford
Updated this week
Eziplan Appointments
How appointments work in Eziplan
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Written by
Carl Langford
Updated over a week ago
Searching Appointments
How to search appointments in the Eziplan app.
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Written by
Jordan
Updated over a week ago
Adding a New Appointment - (once off or ad hoc)
How to add a new appointment that will only occur once.
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Written by
Carl Langford
Updated over a week ago
Add Repeat Appointment
Adding a repeat appointment to the client schedule or plan.
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Written by
Carl Langford
Updated over a week ago
Updating an Appointment
How to update appointments in Eziplan
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Written by
Carl Langford
Updated over a week ago
Cancel an Appointment
How to cancel appointments within you roster.
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Written by
Carl Langford
Updated over a week ago
Cancel a Repeat Appointment
Cancelling a repeat appointment in you client schedule.
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Written by
Carl Langford
Updated over a week ago
Completing an Appointment
How to complete a care workers appointment as an administrator.
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Written by
Carl Langford
Updated over a week ago
Weekly Planner
Weekly Planner Overview
Calendar for rostering your scheduled appointments and making your daily changes.
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Written by
Carl Langford
Updated over a week ago
Managing the Weekly Planner Layout and Options through the Menu Bar
How to use the Eziplan Weekly Planner menu bar to change your view of, and control the data shown in, the calendar.
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 1: The Planner Side Panel
How to manage your client schedule and staff rostering in the Eziplan Weekly Planner
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 2: Save/Load Appointments
Saving and loading rosters in the Weekly Planner Side Panel
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 3: Rejected Appointments
Managing appointments that have been rejected by Mobile Staff.
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 4: Conflicts
Managing the conflicts in your roster.
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 5: Search Appointments
How to search and Filter the Weekly Planner Side Panel for planned appointments that you are trying to Roster.
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 6: Publishing your Roster
Publishing the completed roster for your mobile staff/care workers.
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Written by
Carl Langford
Updated over a week ago
Rostering Basics 7: Breaks
Helping you to manage staff break times in the Weekly Planner
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Written by
Carl Langford
Updated over a week ago
Eziplan Mobile App
Add Eziplan Mobile Web App to your iPhone home screen
How to add the Eziplan Mobile Webb app as an icon for easy access on your iPhone home screen.
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Written by
Carl Langford
Updated over a week ago
What can you do with Eziplan Mobile?
Eziplan mobile app basics. List of things you can do with Eziplan Mobile
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Written by
Carl Langford
Updated over a week ago
Where to find Eziplan Mobile App?
How do you find the Eziplan Mobile App? What website address is it at?
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Written by
Carl Langford
Updated over a week ago
Log in to Eziplan Mobile App
How to log into the Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Log out of Eziplan Mobile App
How to log out of your Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Eziplan Mobile App Home Screen
Managing the Eziplan Mobile App Home Screen.
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Written by
Carl Langford
Updated over a week ago
Upcoming Appointments
Managing upcoming appointments and where to find them.
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Written by
Carl Langford
Updated over a week ago
Accepting an Appointment
How to 'Accept' appointments in Eziplan Mobile App.
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Written by
Carl Langford
Updated over a week ago
Rejecting an Appointment
How to reject an Appointment in the Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
My Availability
Managing your availability in the Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Viewing Client Information
How to view information about the clients that you visit in the Eziplan Mobile Web App.
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Written by
Carl Langford
Updated over a week ago
Processing an Appointment 1 - Opening Daily Timesheets
How to open your daily timesheet of the Eziplan Mobile App.
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Written by
Carl Langford
Updated over a week ago
Processing an Appointment 2 - Starting an Appointment
How to start an appointment in the Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Processing an Appointment 3 - Declining an Appointment
How to decline an appointment in the Eziplan Mobile App and reasons for declining an. appointment.
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Written by
Carl Langford
Updated over a week ago
Processing an Appointment 4 - Completing an Appointment
Completing appointments in the Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Adding Notes to Client Profile
How to add an ad hoc note to the profile of a client you are rostered to provide services for.
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Written by
Carl Langford
Updated over a week ago
Documents 1 - Viewing Client Documents
How to view client documents on your Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Documents 2 - Adding New Client Documents
How to add a document to a client profile.
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Written by
Carl Langford
Updated over a week ago
Documents 3 - Viewing Company Documents
How to find and view general documents the business has given you access to.
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Written by
Carl Langford
Updated over a week ago
Leave Requests 1 - Viewing your Leave Requests
How to search for and view your leave request in Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Leave Requests 2 - Adding a Leave Request
How to make a request for leave in the Eziplan Mobile App
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Written by
Carl Langford
Updated over a week ago
Notifications 1 - Unseen Notifications
Unseen Notification alerts on the Eziplan Mobile App Home Page.
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Written by
Carl Langford
Updated over a week ago
Notifications 2 - All Notifications
Find a list of all of the Notifications you have received.
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Written by
Carl Langford
Updated over a week ago
Notifications 3 - Today's Appointments
How the Eziplan Mobile App shows you your appointments for today.
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Written by
Carl Langford
Updated over a week ago
Alert Types 1 - Pending Completion
Pending completion alerts for Mobile Users
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Written by
Carl Langford
Updated over a week ago
Alert Types 2 - Pending Approval
The Pending Approval alerts for Mobile Users
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Written by
Carl Langford
Updated over a week ago
System Management
Managing Service Types
Creating and editing Service Types in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Adding a new Billing Group
How to add Billing Groups to your Eziplan System.
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Written by
Carl Langford
Updated over a week ago
Adding new Referrers
How to add a new Referrer into the Eziplan system
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Written by
Carl Langford
Updated over a week ago
Creating New Tasks
How to create new tasks to give your Users during appointments in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Edit Events
How to find and edit an event in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Add an Event
How to add events, including public holidays, in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Billing and Claiming
Setting up DEX
Things you need to do to set up your Eziplan system to manage DEX reporting.
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Written by
Carl Langford
Updated over a week ago
Retrieving DEX Organisation Activity data
How to download the Organisation Data from the Australian Government to assist with the DEX setup in Eziplan
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Written by
Carl Langford
Updated over a week ago
Invoice Export
How to generate a general or HCP invoice file to upload to your Finance Software.
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Written by
Carl Langford
Updated over a week ago
NDIS Invoices 1 - Generate Invoices
Generating NDIS Invoices in Eziplan
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Written by
Carl Langford
Updated over a week ago
NDIS Invoices 2 - The NDIS Invoice List
Finding your NDIS invoices in Eziplan
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Written by
Carl Langford
Updated over a week ago
NDIS Invoices 3 - Editing
How to modify invoices in Eziplan
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Written by
Carl Langford
Updated over a week ago
NDIS Invoices 4 - Printing
How to print an NDIS invoice in Eziplan
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Written by
Carl Langford
Updated over a week ago
NDIS Invoices 5 - Export to Accounts
How to export your NDIS invoices to your Accounting Software.
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Written by
Carl Langford
Updated over a week ago
NDIS Invoices 6 - Export to PRODA
Export a bulk claim file to import into PRODA so you can make your claim in one go.
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Written by
Carl Langford
Updated over a week ago
HCP Statements
Reconciling Home Care clients exiting the system.
Finalising the package funding for Home Care Package (HCP) clients when they leave your service.
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Written by
Carl Langford
Updated over a week ago
Payroll
Linking Employees between Eziplan and Ezipay.
How to link the Employee Profiles in Eziplan and Ezipay to assist with time sheet exports.
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Written by
Carl Langford
Updated over a week ago
Payroll Export
How to export payroll timesheets out of Eziplan.
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Written by
Carl Langford
Updated over a week ago
Finance
Budget Forecasting
Budget reporting tool to assist you to track where the level of a client's unspent funds are heading.
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Written by
Carl Langford
Updated over a week ago
NDIS Statements
How to access and understand the NDIS statements in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Sending your Invoice in QuickBooks
How to send an invoice via email from QuickBooks
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Written by
Carl Langford
Updated over a week ago
Importing Invoices to QuickBooks
Importing the invoice export file from Eziplan into QuickBooks
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Written by
Carl Langford
Updated over a week ago
Client Profiles
Finding a Client Profile
How to find and access information in Client Profiles on the Administration App
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Written by
Carl Langford
Updated over a week ago
Add New Client
How to add a new Client profile into Eziplan
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Written by
Carl Langford
Updated over a week ago
Deactivating and Reactivating Profiles
How do I reactivate a deactivated client?
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Written by
Carl Langford
Updated over a week ago
Adding a Case Manager to the Client Profile in Eziplan
How and where you may add a Case Managers to the Client Profile.
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Written by
Carl Langford
Updated over a week ago
User Profiles
Giving Staff Access to Eziplan
How to send staff their invitation to Eziplan and their login details.
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Written by
Carl Langford
Updated over a week ago
Creating Administration Users
Giving Company Administration access to users.
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Written by
Carl Langford
Updated over a week ago
Shift Rejections Report
How to see what shifts your staff have rejected.
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Written by
Carl Langford
Updated over a week ago
Adding a new User
Adding User Profiles in the Eziplan system.
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Written by
Carl Langford
Updated over a week ago
Finding a User Profile
How to find and access a User Profile in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Editing an exisiting User
How to Edit an exisiting User profile in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Deactivated Users
How to deactivate and manage your deactivated Users.
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Written by
Carl Langford
Updated over a week ago
Qualification Use Cases
How to use Qualifications in Eziplan.
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Written by
Carl Langford
Updated over a week ago
Making a User a Case Manager
How to make your staff Case Managers so that they show up in the Client Profile and Package Schedule drop down boxes.
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Written by
Carl Langford
Updated over a week ago
Reporting
Reporting on Services provided
How to create a report detailing the services provided.
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Written by
Carl Langford
Updated over a week ago
Communication
Sending out a client roster.
How to send your clients and/or their families a weekly schedule or services that they will receive.
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Written by
Carl Langford
Updated over a week ago