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Excluding People from the Export
(Version 6.1+)
Sometimes you may wish to only send certain groups of clients to Home Care Pulse. (For example, you have certain groups of clients that receive a type of service other than home care services.)
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To view the current information in Home Care Pulse, click on the “View Clients and Caregivers Exported” option under the Home Care Pulse dropdown menu in the Export Module.
What people will be Exported to Home Care Pulse
Clients
Clients are eligible to be sent to Home Care Pulse if they:
- Have had at least one schedule with actual hours within a month previous to the export date
- Have a phone or cell number on their profile
- Are active
- Are not specifically excluded, as above
Caregivers
Caregivers are eligible to be sent to Home Care Pulse if they:
- Have at least one schedule with actual hours within a month previous to the export date with one of the eligible clients above
- Are active
- Are not specifically excluded, as above