Article suggestions
Creating reports with the information you want to retrieve from the Eziplan database
Look at how far from the scheduled time that staff sign in and out of appointments
How to generate a report listing cancelled appointments, whether they are individual or recurring
How to see what shifts your staff have rejected
How to create a report detailing the services provided
How to run and export a report of your Client Notes in the Eziplan system.
How to download the Organisation Data from the Australian Government to assist with the DEX setup in Eziplan
Create an incident or hazard report in Eziplan
How to easily find photos attached to appointments.
How to manage the incident reporting process in Eziplan.
An overview of how to pull out a summary report of a client with and without shift allocation.
How to generate a report on Care Worker’s shift summary based on appointments (grouped by weekday and shift time).
How to pull out report on appointments grouped by package.
How to pull out reports from Grouped Summaries in Eziplan.
A summary report for all care workers on duty
An overview on how to generate summary reports on appointments and itemised appointments grouped by referrer (brokerage).
How to generate summary report in the last 12 months with each month's total hours.
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.
An overview on breakdown of working hours on each aged care planning region by worker team.
How to quickly identify notes written on your clients/participants that contain keywords e.g. fall
A short guide on how to print / save as pdf Notes in Eziplan
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.
A step by step guide on how to export Clients Notes per Referrer