Eziplan

Eziplan Home & Community Care Software Articles

J C
86 articles in this collection
Written by Jordan and Carl Langford
Appointments

Cancel an Appointment 2

Cancel rostered appointment directly from the weekly planner in the Eziplan Admin Portal - not for chargeable cancellations.
C
Written by Carl Langford
Updated over a week ago

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.
C
Written by Carl Langford
Updated over a week ago

Eziplan Appointments

How appointments work in Eziplan
C
Written by Carl Langford
Updated over a week ago

Searching Appointments

How to search appointments in the Eziplan Administration Portal.
J
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 in the Eziplan Administration Portal.
C
Written by Carl Langford
Updated over a week ago

Add Repeat Appointment

Adding a repeat appointment to the client schedule or plan.
C
Written by Carl Langford
Updated over a week ago

Updating an Appointment

How to update appointments in Eziplan Administration Portal
C
Written by Carl Langford
Updated over a week ago

Cancel an Appointment 1

Cancel rostered appointments in the appointment list on the Eziplan Admin Portal. This also allows you to set chargeable cancellations.
C
Written by Carl Langford
Updated over a week ago

Cancel a Repeat Appointment

Cancelling a repeat appointment in you client schedule.
C
Written by Carl Langford
Updated over a week ago

Completing an Appointment

How to complete a care workers appointment in the Eziplan Administration Portal.
C
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.
C
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.
C
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
C
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
C
Written by Carl Langford
Updated over a week ago

Rostering Basics 3: Rejected Appointments

Managing appointments that have been rejected by Mobile Staff.
C
Written by Carl Langford
Updated over a week ago

Rostering Basics 4: Conflicts

Managing the conflicts in your roster.
C
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.
C
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.
C
Written by Carl Langford
Updated over a week ago

Rostering Basics 7: Breaks

Helping you to manage staff break times in the Weekly Planner
C
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.
C
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
C
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?
C
Written by Carl Langford
Updated over a week ago

Log in to Eziplan Mobile App

How to log into the Eziplan Mobile App
C
Written by Carl Langford
Updated over a week ago

Log out of Eziplan Mobile App

How to log out of your Eziplan Mobile App
C
Written by Carl Langford
Updated over a week ago

Eziplan Mobile App Home Screen

Managing the Eziplan Mobile App Home Screen.
C
Written by Carl Langford
Updated over a week ago

Upcoming Appointments

Managing upcoming appointments and where to find them in the Eziplan Mobile App.
C
Written by Carl Langford
Updated over a week ago

Accepting an Appointment

How to 'Accept' appointments in Eziplan Mobile App.
C
Written by Carl Langford
Updated over a week ago

Rejecting an Appointment

How to reject an Appointment in the Eziplan Mobile App
C
Written by Carl Langford
Updated over a week ago

My Availability

Managing your availability in the Eziplan Mobile App
C
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.
C
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.
C
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
C
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.
C
Written by Carl Langford
Updated over a week ago

Processing an Appointment 4 - Completing an Appointment

Completing appointments in the Eziplan Mobile App
C
Written by Carl Langford
Updated over a week ago

Adding Additional Notes to Client Profile

How to add an ad hoc note to the profile of a client you are rostered to provide services for.
C
Written by Carl Langford
Updated over a week ago

Documents 1 - Viewing Client Documents

How to view client documents on your Eziplan Mobile App
C
Written by Carl Langford
Updated over a week ago

Documents 2 - Adding New Client Documents

How to add a document to a client profile.
C
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.
C
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
C
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
C
Written by Carl Langford
Updated over a week ago

Notifications 1 - Unseen Notifications

Unseen Notification alerts on the Eziplan Mobile App Home Page.
C
Written by Carl Langford
Updated over a week ago

Notifications 2 - All Notifications

Find a list of all of the Notifications you have received.
C
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.
C
Written by Carl Langford
Updated over a week ago

Alert Types 1 - Pending Completion

Pending completion alerts for Mobile Users
C
Written by Carl Langford
Updated over a week ago

Alert Types 2 - Pending Approval

The Pending Approval alerts for Mobile Users
C
Written by Carl Langford
Updated over a week ago