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Eziplan Self Managed Implementation Guide

Eziplan Self Managed Implementation Guide

Use this guide to assist you to set up Eziplan for yourself.

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8 articles in this collection
Written by Carl Langford

Introduction to Eziplan - Basic Self Set Up

Getting started with Eziplan Self Managed Implementation for the basic setup.
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Written by Carl Langford
Updated over a week ago

Eziplan Glossary

What does that word mean in Eziplan? What does it do?
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Written by Carl Langford
Updated over a week ago

Basic Self Set Up Part 1 - Qualifications

Set up the qualifications to be attached to the Service Team, assisting Scheduling Staff to match them to the appropriate appointments.
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Written by Carl Langford
Updated over a week ago

Basic Self Set Up Part 2 - Task Types

Set up tasks that can be added to appointments to help your staff know what they are required to do in any appointment and mark it off.
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Written by Carl Langford
Updated over a week ago

Basic Self Set Up Part 3 - Care Workers

Accessing and adding Care Worker profiles to you Eziplan system.
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Written by Carl Langford
Updated over a week ago

Basic Self Set Up Part 4 - Clients

Set up your client accounts in Eziplan.
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Written by Carl Langford
Updated over a week ago

Self Set Up Part 3 - Referrers and Brokers

Add a list of the people who will be referring or brokering work to you. This includes Plan Managers for NDIS Service Providers.
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Written by Carl Langford
Updated over a week ago

Self Set Up Part 4 - Packages

Setting up new Care Packages in the Eziplan system.
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Written by Carl Langford
Updated over a week ago