System Management

Eziplan - Brute Force Protection (Login Lock)

Deactivate and Reactivate Users in Eziplan

Managing user access is a critical aspect of system administration, ensuring that only authorised individuals have access to the system at the appropriate times. This guide provides detailed instructions on how to deactivate and reactivate users in Eziplan.

Changing User Permissions

How to change User Permissions in Eziplan

Giving Staff Access to Eziplan

How to send staff their invitation to Eziplan and their login details

Documents listing

Centralise your library of external data sources and store them in Eziplan

Adding Qualifications

How to add new qualifications to Eziplan

Managing Service Types

Creating and editing Service Types in Eziplan

Adding a new Billing Group

How to add Billing Groups to your Eziplan System

Adding new Referrers

How to add a new Referrer into the Eziplan system

Event Management

How to add, search and edit events in Eziplan

Eziplan Backup details

Access details for Eziplan backup in case of Server failure

2 Factor Authentication (2FA)

Using 2 Factor Authentication in Eziplan.

Removing access to Travel WITH the client

How to set up a Service Type so that staff cannot access the Travel WITH component in the mobile app

Completing Custom Forms

Steps on how to digitally fill out forms in Eziplan mobile web app.

Admin - Split Availability

Set split available times for staff rostering

SIL House Access and Permission

In Eziplan, custom groups can be created for businesses managing SIL (Supported Independent Living) houses. This feature enables the setup of specific permissions, ensuring that Care Workers have access only to the clients associated with their designated house.

Email and SMS log for Client Schedule changes

The system logs emails and SMS notifications for changes made to client schedules in Eziplan, enhancing transparency and communication efficiency.

Contacting Support - Knowledge Base Articles and Help Desk

How to access knowledge base articles or send an email to the Eziplan Support Help Desk from your desktop.

Equipment Inventory Management

How to manage inventory levels of single-use equipment items that can be supplied to staff for use during appointments.

Managing Budget Items in Eziplan

An overview on how to effectively manage (add, edit or delete) your budget items in Eziplan.

Update Budget in Eziplan

A guide to updating a client’s budget in Eziplan to keep their financial planning aligned with regulatory requirements, as rate and fee changes typically occur every financial year.

Eziplan Configuration options

A list of the many ways that Eziplan can be configured to meet your business needs

Ceasing Services - Departing/Deceased clients

How to process leaving clients from Eziplan - Departing/Deceased clients

Updating the Wellness Check Email Distribution List

System User Access Levels