This report is an overview of where your business is coming from, what funding buckets are contracted for the clients and which referrers are most important to you.
From the Eziplan Menu:
Reports - Grouped Summaries and choose 'Package Summary'.
You will initially see a filtering option to search for a specific client, care worker and the date range. A pie chart for the Grouped Package Summary also appears with the corresponding packages contracted for the clients.
Below the chart is an itemised list of all the packages with appointment counts and the total number of hours allocated for that certain appointment.
A more detailed summary for each client can be found at the bottom part of the page.
Move on to On Duty article for instructions on how to get a summarised report for all care workers on duty (had appointments) over a date range, grouped by weekday.