You may have multiple staff members managing your appointment scheduling due to the size of your business. To be effective in allocating clients to rostering staff, you may create geographic regions and segment the business accordingly. You will also need to complete the same exercise with your Care Workers. You may allocate one region or multiple adjacent areas to a Care Worker, minimising the travel needed for client coverage.


  • To utilise Geographic Regions for rostering:
    Define the physical regions needed, and create a meaningful name for these locations.
  • Eziplan will hold these names that are custom to your business. Send this list of geographic region names to the Ezihub Help Desk, who will then create this custom list for you.
  • Review your client list and update the correct region name for each client. You may also filter and sort your client list by Geographic region for management of this task.
  • Review your user list and update the correct region name for each staff member. Select the primary working location from the Geographic Region. Select the region(s) your staff have access to from the Multi Region Access list. You must also include the geographic region in the multi region access list.
  • Weekly planner views should now be filtered by Region for rostering staff. Use Display Options/Regions and select the region(s) you wish to review. Only those clients and care workers in the region(s) will be displayed in the Weekly Planner view. This will ensure that care workers are working with clients in their geographic area, reducing any unnecessary travel. Also, filtering the weekly planner view will enable you to disseminate the workload amongst your rostering staff. REGION RESTRICTED highlighted in red indicates you are working in a filtered view.

 

 

N.B. The configuration of your Geographic Regions is completed by Ezihub. Please contact the Help Desk to utilise this feature.