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Build your client profile with key information to get started.
How to find and access information in Client Profiles
How to manage Client information for Care Worker display and review
If Clients reside in a facility, you can group them based on their accommodation
Track and manage new clients prior to intake
Place clients on hold when they are not available for services without adjusting their scheduled appointments
How and where to find and manage Client notes in the Eziplan System; How to Delete and Edit Client notes
How to change a client's Package Schedule in Eziplan
How and where you may add a Case Managers to the Client Profile
Adding Package Schedules to a Client Profile
A set-by-step guide on how to deactivate clients and reactivate their profiles in Eziplan software.
An overview on how to change/update Client's (or Participant's) Name or DOB in Eziplan
How to manage the support care plan for your clients/participants.
How to add in client preferences for staffing/rostering management.
How to edit/delete a note in Eziplan