Eziplan requires certain mandatory information about a client to get started using the system. To schedule appointments a client must have name and address information, as well as a default package attached for billing purposes. There may be times when you have been given referrals that are missing these key elements for scheduling. Creating a process to onboard these referrals will help you identify and update the information once the client intake process is complete. The following steps can be used as a guide to track and manage this group of clients:
Add a New Package (name it whatever makes sense eg Onboarding)
Set the funding type as Not Defined
Set the billing type as No Charge
Create a New Client and assign this package to them
use the business address as the clients address if not known
Filter records by selecting the new package to easily see how many referrals are open
Ensure client information is updated and package details are changed when the onboarding process is completed.
Adding a new package
Adding a new client and assigning the new package
Filtering clients by the new package
