Reporting

Creating Customised Reports

Creating reports with the information you want to retrieve from the Eziplan database

How to monitor staff Time and Attendance

Look at how far from the scheduled time that staff sign in and out of appointments

Reporting on Cancelled Appointments

How to generate a report listing cancelled appointments, whether they are individual or recurring

Shift Rejections Report

How to see what shifts your staff have rejected

Create a Report from the Notes

How to run and export a report of your Client Notes in the Eziplan system.

Retrieving DEX Organisation Activity data

How to download the Organisation Data from the Australian Government to assist with the DEX setup in Eziplan

Creating an Incident Report

Create an incident or hazard report in Eziplan

Photo Search

How to easily find photos attached to appointments.

Managing an Incident Report

How to manage the incident reporting process in Eziplan.

Grouped Summaries - Service Summary

How to create a report detailing the services provided

Grouped Summaries - Nil Activity

An overview of how to pull out a summary report of a client with and without shift allocation.

Grouped Summaries - Shift Summary

How to generate a report on Care Worker’s shift summary based on appointments (grouped by weekday and shift time).

Grouped Summaries - Package Summary

How to pull out report on appointments grouped by package.

Grouped Summaries Reports

How to pull out reports from Grouped Summaries in Eziplan.

Grouped Summaries - On Duty

A summary report for all care workers on duty

Grouped Summaries - Referrer Summary & Schedule

An overview on how to generate summary reports on appointments and itemised appointments grouped by referrer (brokerage).

Grouped Summaries - Annual - Hours/Month

How to generate summary report in the last 12 months with each month's total hours.

Grouped Summary - No Notes

Steps on how to to pull out a summary report of clients with no notes on a long duration or no notes entered at all.

Grouped Summaries - QFR Hours

An overview on breakdown of working hours on each aged care planning region by worker team.

Searching Notes for Key Trigger Words

How to quickly identify notes written on your clients/participants that contain keywords e.g. fall

How to Print / Save as pdf Notes in Eziplan

A short guide on how to print / save as pdf Notes in Eziplan

Client Review Report

The client review report will help you track any service appointments with default recurrence set up by showing you the service's last service date along with 'Next service due' and 'Day till next service due'. Case managers and schedulers can use this report to check when the next service should be scheduled.

Export Client Notes per Referrer

A step by step guide on how to export Clients Notes per Referrer