Eziplan

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

Cancel an Appointment 2

Cancel rostered appointment directly from the weekly planner in the Eziplan Admin Portal - not for chargeable cancellations.

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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.

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Written by Carl Langford
Updated over a week ago

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 Administration Portal.

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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 in the Eziplan Administration Portal.

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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 Administration Portal

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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.

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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 in the Eziplan Administration Portal.

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Written by Carl Langford
Updated over a week ago

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

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 in the Eziplan Mobile App.

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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 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.

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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

Adding Qulifications

How to add new qualifications to Eziplan

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Written by Carl Langford
Updated over a week ago

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

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

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

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

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

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 Client Profiles

How do I reactivate and deactivated clients?

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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

Changing a User's Status in Eziplan

How to deactivate and reactivate users in Eziplan

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Written by Carl Langford
Updated over a week ago

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 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

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