Training Tracks

New to EZCare? Learn the fundamentals right from the start! The Starter Track is designed to introduce you to the key principles of EZCare. All tracks can be customized. Just select those topics that meet your organizations’ needs.

Setting Up Your Organization

Enter all your organization’s basic information with the guidance of a trainer.

Proposed Topics:
  • Organization Details
  • Hours of Operation
  • Programs & Groups
  • Classes
  • Immunizations
Reports

Learn which reports will provide you with the information you need.

Proposed Topics:
  • System Reports
  • Sorting Records
  • Selecting Records
  • EZ-Viewer
Data Entry Basics

Learn the basics of entering data into your EZCare system.

Proposed Topics:
  • Entering Child and Family Data
  • Entering Children’s Schedules
  • Grid Functionality
  • Notes, Checklist, Contacts, Immunizations, Communication
  • Understanding Email and Phone Number Fields
Payment Processing

Easily collect payments from your families while your revenue grows.

Proposed Topics:
  • Entering and Posting Paper Payments
  • Receipt Optionss
  • Adding Credit Card and Bank Account Informations
  • EZ-EFTs
  • Pay Nows
  • Refundss
  • Reconciliation and Reportings
Accounts Receivable

Post revenue and generate invoices quickly and efficiently with EZCare.

Proposed Topics:
  • The Family Ledger
  • A/R Categories
  • Fixed Rates
  • Populating Tuition Screens
  • Posting Tuition
  • Group Posting
  • Generating Invoices

Ready to go beyond the key principles of EZCare? The Core Track is for you! All tracks can be customized. Just select those topics that meet your organizations’ needs.

Setting Up Your Multi-Region and/or Multi-Site Organization
Proposed Topics:
  • Region and Site Setup
  • Region and Site Filtering
  • Organization Details
Field Manager
Proposed Topics:
  • Creating New Fields
  • Understanding Tables
  • Field Types
  • Option List Manager
  • Field Properties
Data Entry Basics
Proposed Topics:
  • Entering Child and Family Data
  • Entering Children’s Schedules
  • Grid Functionality
  • Notes, Checklist, Contacts, Immunizations, Communication
  • Understanding Email and Phone Number Fields
Screen Manager
Proposed Topics:
  • Field Placement
  • Field Tab Order
  • Understanding Screen Properties
  • Date and Time Pickers
  • Age Field Calculator
Advanced Attendance and Billing
Proposed Topics:
  • The Family Ledger
  • Simple Rates Based on Attendance
  • Generating Attendance
  • Editing Contracted and Actual Attendance
  • Enrollment Limits and Validation Rules
Staff Records
Proposed Topics:
  • The Family Ledger
  • Basic Staff Data
  • Tracking Staff Development
  • Staff Attendance
TimeClock

Learn how to accurately track attendance for children and staff and use that information for billing and payroll.

  • Synchronizing EZCare and TimeClock
  • TimeClock Setup
  • Maintaining PINS
  • Creating Group PINS
  • Clocking In and Out
  • Editing Attendance Entries
  • TimeClock Reports
  • Messages and RSVPs

Want to be an EZCare Pro? This track is designed to provide you with in-depth training on your EZCare system and its parent engagement integrations. All tracks can be customized. Just select those topics that meet your organizations’ needs.

User Manager
Proposed Topics:
  • User Information
  • Site Access
  • Menu Access
  • Records Tab Access
  • Settings
Parent Portal
Proposed Topics:
  • Setup
  • Using the Parent Portal
Integrations

Easily collect payments from your families while your revenue grows.

Proposed Topics:
  • EZSmiles

Learn how to transition from EZ-CARE2 to EZCare quickly and easily! In this training track, you will learn how EZ-CARE2 and EZCare are similar as well as the new functionality EZCare provides.

Basics

Learn the basics of entering data into your EZCare program.

Proposed Topics:
  • Organization Setup
  • Entering Child and Family Data
  • Entering Children’s Schedules
  • Grid Functionality
  • Notes, Checklist, Contacts, Immunizations, Communication
  • Understanding Email and Phone Number Fields
Reports

Learn which reports will provide you with the information you need.

Proposed Topics:
  • System Reports
  • Sorting Records
  • Selecting Records
  • EZ-Viewer
User Manager
Proposed Topics:
  • User Information
  • Site Access
  • Menu Access
  • Records Tab Access
  • Settings
Screen Manager (Essentials and Premier Only)
Proposed Topics:
  • Field Placement
  • Field Tab Order
  • Understanding Screen Properties
  • Date and Time Pickers
  • Age Field Calculator
Accounts Receivable

Post revenue and generate invoices quickly and efficiently with EZCare.

Proposed Topics:
  • The Ledger
  • A/R Categories
  • Fixed Rates
  • Populating Tuition Screen
  • Posting Tuition
  • Group Posting
  • Generating Invoices
Payment Processing

Easily collect payments from your families while your revenue grows.

Proposed Topics:
  • Entering and Posting Paper Payments
  • Receipt Options
  • Adding Credit Card and Bank Account Information
  • EZ-EFT
  • Pay Now
  • Refunds
Field Manager (Essentials and Premier Only)
Proposed Topics:
  • Creating New Fields
  • Understanding Tables
  • Field Types
  • Option List Manager
  • Field Properties
Staff Records (Premier Only)
Proposed Topics:
  • Basic Staff Data
  • Tracking Staff Development
  • Staff Attendance

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If you are a current client, you can request information on training services by completing the form below.