EZCare2 Training Tracks
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Starter Training Track
Learn the fundamentals of EZ-CARE2 right from the start! The Starter Track is designed to introduce you to the key principles of EZ-CARE2.
Setting Up Your Center
Begin by entering all of the basic information about your organization.
Proposed Topics:
- Center Drawer
- Classes
- Immunizations
- Hours of Operation
- Backing Up, Help & Support
Reports
Learn which reports will provide you with the information you need.
Proposed Topics:
- System Reports
- Sorting and Selecting Records
- EZ-Viewer
Navigating through the Family Drawer
Learn the basics of entering data into your EZ-CARE2 program.
Proposed Topics:
- Entering Child and Family Data
- Entering Children’s Schedules
- Notes, Checklist, Contacts, Immunizations, Communication superfields
- Customizing Picklist Fields
Accounts Receivable
Post revenue and generate invoices quickly and efficiently with EZ-CARE2.
Proposed Topics:
- Family Ledger
- A/R Categories
- Fixed Rates
- Populating the Child Tuition Tab
- Templates
- Posting Tuition
- Group Posting
- Generating Invoices
- Cash Receipts
Core Training Track
Ready to learn more than the key principles of EZ-CARE2? Then the Core Track is for you.
The Core Track includes everything in the Starter Track, plus:
Setting Up Your Multi-Site Organization
Track information for multiple locations within EZ-CARE2. Use passwords to keep your data secure and assign access to specific areas of EZ-CARE2.
Proposed Topics:
- Site Setup
- Site Filtering
- Passwords and Security
Advanced Attendance and Billing
Bill families based on attendance using the Schedule, Contracted and Actual tabs.
Proposed Topics:
- Simple Rates Based on Attendance
- Generating Attendance
- Editing Attendance
- Enrollment Limits and Validation Rules
Custom Report Writer
Create new reports from scratch with the Custom Report Writer. Create personalized documents that can be printed or emailed directly to staff or families. Learn how to export information from your EZ-CARE2 program.
Proposed Topics:
- Creating New Reports
- Insta-Merge & Select-A-Merge
- Exporting Data
File Cabinet Wizard
Improve the look of your screens and the efficiency of your data entry when you customize your screens using the File Cabinet Wizard.
Proposed Topics:
- Field Types
- Creating New Fields
- Field Placement
- Tab Order
Pro Training Track
Do you want to be an EZ-CARE2 Pro? This track is designed to provide in-depth training of EZ-CARE2.
The Pro Training Track includes everything in the Starter and Core Training Tracks, plus:
Staff Records
Maintain staff records including attendance and staff development.
Proposed Topics:
- Basic Staff Data
- Tracking Staff Development
- Staff Attendance
- Staff Reports
TimeClock
Learn how to accurately track attendance for children and staff and use that information for billing and payroll.
Proposed Topics:
- Synchronizing EZ-CARE2 and TimeClock
- TimeClock Setup
- Maintaining PINS
- Creating Group PINS
- Clocking In and Out
- Editing Attendance Entries
- TimeClock Reports
- Messages and RSVP’s
Waiting List
Easily manage your waiting list with the Waiting List drawer.
Proposed Topics:
- Navigating the Waiting List drawer
- Linking the Waiting List drawer to the Family drawer
- Creating Waiting List reports
Advanced Report Designer
Use the powerful Report Designer to give your reports pizazz!
Proposed Topics:
- Multiple font and color options
- Gridlines
- Graphics
