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Adding a Case Manager to the Client Profile in Eziplan

Client Profiles

Adding a Case Manager to the Client Profile in Eziplan

How and where you may add a Case Managers to the Client Profile

Last updated on 19 Jan, 2026

There are 2 places that you may add Case Managers within a Client Profile (see Finding a Client Profile). The first is in the Client Details section then selecting the Edit Settings tab.

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You will find the Case Manager field near the bottom of the page.

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The other is when adding or editing a package schedule in the Client Profile. Open the profile as above and choose the Package Schedule tab.

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When selecting either Add Package Schedule or selecting the link to an already added package you will open the package and see a required field to add the Case Manager.

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