Client Profiles

Adding a New Client/Participant

Build your client profile with key information to get started.

Finding a Client Profile

How to find and access information in Client Profiles

Mobile Client Information

How to manage Client information for Care Worker display and review

Utilising Accommodation Groups

If Clients reside in a facility, you can group them based on their accommodation

Onboarding New Client Referrals

Track and manage new clients prior to intake

Clients 'On Hold'

Place clients on hold when they are not available for services without adjusting their scheduled appointments

Accessing Client Notes

How and where to find and manage Client notes in the Eziplan System; How to Delete and Edit Client notes

Edit a Client's Package Schedule

How to change a client's Package Schedule in Eziplan

Updating client package schedules

Adding a Case Manager to the Client Profile in Eziplan

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

Add a Package Schedule

Adding Package Schedules to a Client Profile

Deactivating and Reactivating Client Profiles

A set-by-step guide on how to deactivate clients and reactivate their profiles in Eziplan software.

Edit Client's Name and DOB

An overview on how to change/update Client's (or Participant's) Name or DOB in Eziplan

Client Support Care Plan

How to manage the support care plan for your clients/participants.

Adding Client/Participant Preferences

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

Reconciling Home Care clients exiting the system

Finalising the package funding for Home Care Package (HCP) clients when they leave your service

Manage Notes in Eziplan

How to edit/delete a note in Eziplan