Creating an Eleplan
Getting started with an Eleplan is quick and simple. With just a few details, you can create a personalized care plan for your loved one in minutes. This feature makes it easy for families and caregivers to take the first step in organizing essential care information.
- The Create Eleplan feature is located in the Plans tab of your Eleplan account.
- You must provide basic details about the Eleplan recipient before the plan can be created.
To create an Eleplan, follow these steps:
Navigate to your Plans tab.
Click on the New Plan button.
Enter all necessary details about the individual for whom the Eleplan is being created, including: recipient’s name, date of birth, your relationship to the recipient, state, zip code, and diagnosis.
Once completed, the Eleplan will be created for the recipient and fully linked to your account.
Once created, you can manage and customize the Eleplan as needed, ensuring it reflects the most up-to-date and relevant care information.
Key Information:
- The Create Eleplan feature is located in the Plans tab of your Eleplan account.
- You must provide basic details about the Eleplan recipient before the plan can be created.
How to Create an Eleplan for Your Customer:
To create an Eleplan, follow these steps:
Navigate to your Plans tab.
Click on the New Plan button.
Enter all necessary details about the individual for whom the Eleplan is being created, including: recipient’s name, date of birth, your relationship to the recipient, state, zip code, and diagnosis.
Once completed, the Eleplan will be created for the recipient and fully linked to your account.
Once created, you can manage and customize the Eleplan as needed, ensuring it reflects the most up-to-date and relevant care information.
Updated on: 31/03/2025
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