Appointments V2 - General

Eziplan V2 Updates

Overview of Quick Access Menu changes

Appointments V2 - Updating an Appointment

How to update appointments in Eziplan Administration Portal

Appointments V2 - Changing Staff Travel

How to manually override the TRAVEL TO and TRAVEL WITH amounts in an appointment

Appointments V2 - Cancel an Appointment - Non-chargeable

Cancel rostered appointments via the Weekly Planner.

Appointments V2 - Complete Timesheets for Care Workers

Appointments not yet 'Completed' may need to be marked on behalf of your Care Workers

Appointments V2 - Chargeable Cancellations

Cancel an appointment and charge the client/pay your care worker

Appointments V2 - Canceling appointments for ad-hoc leave requests in Eziplan

Shortcut to managing Leave requests that are unplanned and require urgent action

Appointments V2 - Editing an Appointment & Managing Variances

How to edit a Care Worker's appointment and override appointment time and distance travelled

Appointments V2 - Printing Client Schedules

How to notify clients of their scheduled list of appointments for those who can't access the internet

Appointments V2 - Equipment Allocation to an Appointment

How to allocate single-use equipment items for use by staff during an appointment.

Appointments V2 - Finding a list of Public Holiday Appointments

How to create a list of all the appointments you have planned for upcoming public holidays so you can manage them

Appointments V2 - Car Allocations

How to set up Eziplan to manage allocation of cars to staff.

Appointments V2 - Creating & Allocating Tasks in Appointments

How to create new tasks to allocate to Care Workers during appointments in Eziplan

Appointments V2 - Cancelling Individual Future Appointments that have not been rostered yet

How to cancel an individual future instance of a repeat appointment before it is rostered.

Appointments V2 - Utilising Trip Points in Service Types for Appointments Involving Transport

Transport points can be enabled in your service types which will allow you to allocate specific pick up and drop off points when creating appointments.

Appointments V2 - Appointments at a Separate Location to Client/Participant Home

How to set up your appointments that have a different location to the default of the client/participant's home.

Appointments V2 - Adding task types

You can create task types within TurnPoint. Once generated, scheduling staff can select relevant tasks to the appointments, which then will show up as a checklist/reminder on appointments for care workers.