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Eziplan Care Management

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Adding Client/Participant Preferences

Client Profiles

Adding Client/Participant Preferences

How to add in client preferences for staffing/rostering management.

Last updated on 27 Aug, 2024

Once you have created your client/participant profile, you are then able to add in additional information relevant for rostering purposes e.g. gender preferences of care workers.

From the profile page, click on the 'Preferences' tab:

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This will open up the following screen where you can indicate if there is a specific gender of care worker the client/participant prefers. You also have the option to indicate if there is a preference for any specific care worker that the client/participant has indicated.

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Once you have updated the preferences, click on the 'Update Client Preferences' button at the bottom of the scree.

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Preference Indication in Weekly Planner

Once you have preferences saved against your client/participant, these will then reflect in the weekly planner if one of the staff rostered does not meet the client/participant preference. Appointments that have a red cross within the field indicate a warning that there is a preference clash:

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This visual cue will help you quickly and easily manage your rostering to meet client/participant preferences.

 

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