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Eziplan V2 Release Notes

How to Get the Best from Support

This guide is intended for all Eziplan users and can be shared across the business as needed. Following these steps helps our Support team respond faster, investigate issues accurately, and minimise disruption.

Search Filter Functionality

How to use the search filter functionality,

SUPPORT AT HOME

Support at Home - Overview

Support at Home - Day to Day

1. 0 Support at Home - Eziplan Prep

2.0 Support at Home - Setup

3.1 Support at Home - Client Budgets

3.2 Support at Home - Case Management

3.3 Support At Home Supplier Invoices

4. 0 Support at Home - Claiming

5.0 SAH Reconciliation and Statements

6.0 Co-Contributions

APPOINTMENTS

Appointments V2 - General

Appointments V2 - Single Appointments

Appointments V2 - Repeat Appointments

Appointments V2 - Other Appointment Types

Group Appointments

Scheduling and managing group appointments involving multiple clients or staff in one session. Just like the regular appointments in Eziplan, Group Appointments can be added as either a once-off (ad hoc) for a specified date and time or repeating appointments that occur with a regular frequency on a set day and time. The frequency can be weekly, fortnightly, every 3 weeks, or every 4 weeks and can be any day of the week.

WEEKLY PLANNER

Weekly Planner Overview

Rostering Basics

Care Worker Management

PAYROLL, FINANCE, BILLING & CLAIMING

Payroll

Linking Eziplan timesheets to Ezipay for payroll processing

Finance

Set options in the Eziplan system to maintain pricing and budgets for your clients and generate invoices for your accounting system

Billing and Claiming

Produce invoices and claims for clients from Eziplan appointments

SYSTEM

System Management

Functions required in the setup of your Eziplan system

Client Profiles

Client profiles hold all of the information needed to manage your service delivery. Easily set preferences, update client status changes and schedule repeat appointments to manage budgets and agreements.

User Profiles

User profiles hold all of the information for your staff. Different access levels allow the use of different features of the system, from the Mobile web app for your Care Workers to administrators of the system. Interaction with your clients and the services delivered by your staff can be analysed here.

Eziplan Mobile App

Eziplan Mobile is a web based app for Eziplan for use by Care Workers. It is available by entering app.eziplan.com.au into a web browser on a mobile phone or tablet

Reporting

Access information through the list of reports designed to gather insights for review and export

System Updates

NDIS Management

Managing NDIS and TAC Invoicing in Eziplan

A brief outline on how to manage NDIS and TAC invoicing in Eziplan, specifically when TAC invoicing is associated with NDIS funding.

Managing Your NDIS Packages and Budget

How to manage the NDIS package schedules and NDIS budget for your clients/participants.

NDIS Pricing with Overriding rates

Ensure updated NDIS rates are reflected correctly

NDIS Statements

How to access and understand the NDIS statements in Eziplan