In addition to being a bookkeeping and accounts system, EZPZ Residential Care Manager is designed to let you store details about the residents you look after, the people you employ and all the other data required to let you run your business efficiently.

Standard features include

For more details on the features listed below, click on the link.

Residents
Admissions and Fee records
Reminders
Fee Charges
Reports
Additional features
System requirements
Print product information

 

Click me for a full imageThe system enables you to record details of individual residents, their financial agents and next of kin, and levels of private and local authority funding, plus one or more photographs for identification purposes.

The ledger for a resident shows what is owing for that resident at any time.

The software's credit control feature lets you track unpaid fees and assess what action to take based on how long fee charges have been overdue. For example, you can tell the system to send a statement when a charge is a set number of days past its due date.

The system can be used to maintain a complete history of correspondence and telephone calls that can prove very useful if you have to resort to court proceedings.

Statements, reminders and final reminders can all be customised to your own layout.

The Resident Standing Orders option is a very useful labour-saving feature when it comes to recording receipts for residents that are paid by standing order directly into your bank account. Once you have entered details of the amount, frequency and due date of a standing order you can post each subsequent receipt with the click of a mouse button.

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Click me for a full image

Fee records for each resident hold details of how fees are to be charged, and who they are to be charged to.

Fees can be calculated weekly, calendar-monthly, quarterly, or you can define your own frequency. Changes in the fees during a resident's stay are also catered for.

Each resident can have multiple funding types, enabling you to account separately for things like local authority funding.

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Click me for a full imageCreate Reminders for rent reviews, periodic inspections, gas checks and anything else you can think of. Create a reminder as a one-off or have it repeat on a weekly, monthly, annual or any other frequency.

The software will let you know when the reminder becomes due so that you can take action on it.

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Click me for a full imageFee charges are calculated using the information set up in each admission record. Calculations will be made for part periods as well as complete ones, and will take into account changes in the fee rate automatically.

When you are ready, fee posting is carried out at the click of a button: just enter the date you want to post fees up to. You can generate fee demands, for printing and sending to residents' financial agents, if required.

Once posted, fee charges become live transactions on your residents' ledgers, showing you, at a glance, how much each resident has owing.

When a resident's fees are paid you enter this as a receipt and allocate it against the fees being paid. The credit control feature of the software can be used to track unpaid fees.

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The system includes a wealth of reports that can be printed, including profit and loss account, balance sheet and VAT analysis.

Each report on the system can be printed or saved as a Microsoft Word document, Adobe Acrobat PDF file or Microsoft Excel spreadsheet.

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  • Occupancy calculations
  • Contact records
  • Export data for use in spreadsheets and other software
  • Extensive help system
  • EZPZ Residential Care Manager can be used as a standalone program or on any Windows-based LAN (local area network) with two or more users having shared access to data. To use the software on a LAN you will need one licence for each workstation. If the network incorporates a dedicated file server, a licence is not required for the file server if it is only used to store the shared data.

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To run EZPZ Residential Care Manager you will need a minimum of:

  • a PC running Microsoft Windows XP®, Windows 2000® or Windows Vista®
  • a mouse
  • 64 Mb RAM, 128 Mb RAM is recommended.
  • Approximately 30 Mb free space on your hard drive for the program, plus additional space for your data

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For a hard copy of the above information you can either print this page or click on the link below.

EZPZ Residential Care Manager Product Info (PDF file)

 

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