Below is a list of the options that can be configured in Eziplan and how you might be able to use them. Please contact your Ezihealth Support Team to discuss these options and have them set up.
Restrict the ability of staff to modify qualifications as well as package, service and task types.
Administration staff can have their access restricted so that they are unable to modify these settings in client/user profiles
Restrict access of admins to user profiles
Eziplan can be set up to allow staff with company administration rights to review and make changes in client profiles and rostering without access to staff user profiles.
Customise which fields will be shown in the client info sheet
Fields in the client info sheet can be turned on or
Set the qualification expiry warning timeframe
The provider has the ability to choose the timeframe in which they get warnings about expiry of staff Qualifications.
Split availability with mobile staff access to change their own
Staff profiles can set up to 3 periods of availability in a day with this being able to be completed by admin staff and directly by the users themselves on their mobile devices.
Mandatory progress notes
Eziplan allows the provider to make it mandatory for users to complete progress notes for clients before they can complete an appointment.
Custom modification of cancellation reasons
Providers can have their own cancellation reasons set up to meet the needs of the individual business's reporting requirements.
Block bidding in planner
Eziplan functionality allows appointments to be sent out to mobile staff to bid on. Access to this feature can be turned on or off.
Show link to repeat in the edit appointment from planner
The provider can allow staff to access the repeat version of an individual appointment from directly in the Weekly Planner
Set distance for a long trip warning
Providers can set the distance that is appropriate for their business to receive a warning that staff travel to appointments will constitute a long trip.
Show meal break warning
Providers can choose whether or not meal break warnings will be shown.
Block availability changes by time frame or altogether
It is possible to set up the time frame in which staff are able to make changes to their availability related to the rostering schedule or block the feature altogether.
Modify reject timeframe
Providers can set the timeframe in which staff are able to reject an appointment they have been rostered for.
Group sessions
Group session functionality allows scheduling of multiple clients and/or staff to the same appointment.
Team allocation users enabled
Staff users can be assigned to teams and associated to team managers.
Team manager selection enabled
A staff user can be allocated as a Team Manager and assigned to a team to associate them to the staff on the team.
Custom agreements
Custom agreements can be created as a custom form and assigned to the Agreements tab.
Custom support plans
Custom Support plans can be created as a custom form and assigned to the Support Plan tab.
NDIS progress tracking
Progress tracking of plans allows administration users to see a Percentage completion of funds compared to time through the plan.
Meal breaks on timesheets
Meal breaks that are shown in the Weekly Planner will show in the Care Worker time sheets on the mobile app
Show client phone on timesheets
Providers are able to set a business rule to allow staff to see the Client Mobile in the time sheet.
Note Priority
Allow care workers to mark notes that require a priority notification to administration
Note Alerts
Can set to allow admins to notify case manager when an admin note is created
Region Restrictions
To help with streamlining your rostering processes and management when working across a number of geographical areas, providers may wish to utilise the Geographic Regions functionality of eziplan allowing for each rostering staff member to manage and maintain appointments in specific areas as well as minimising the travel needed by your staff for client coverage.