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HomeTrak Companion

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Bug Fixes

  • Fixed and issue with generating Invoice reports from within the Relationship Management Module.
  • “Hide Features” didn’t remove tabs from the Relationship Management Module properly when Security Levels were also applied that would have otherwise allowed access to that tab.
  • The date range filter for Daily Schedules and Actual Hours grids in the Relationship Management Module didn’t include the full end date properly (was fine in the Schedule Review module).
  • Fixed an issue with using a single quote in the name search in the Find Area
  • Fixed an error with certain Scenarios in the Messaging Module
  • Using the Quick Add for Authorizations (Contracts) wasn’t automatically adding in a selected Payer to the Client as a Possible Payer when not already in the Client’s Relationships.
  • Fixed an issue with adding the contact individual as an emergency contact as well when making a Client Inquiry potential.

HomeTrak Companion v5.7.6

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v6.0

(Including changes made in Beta releases from v5.7 to 5.8)

New Features

  • SterlingBackcheck integration
  • QuickBooks Online Interface (for Billing Only)
  • New type of cloud user login (“Identity”) to provide one login for desktop, online web portal and mobile apps (setup via the old Mobile Security screen)
  • Saved Reports – new ability to archive copies of a printed report for a person in the database. Save copies to show history.
  • Ability to apply Breaks to Schedules to capture un-paid break time on Schedules
    • Break time will reduce Billing and Payroll hours by the corresponding amount
    • Configure different Break types to Auto-Apply to Schedules (for Billing and/or Payroll)
    • Breaks are also supported by the newest versions of the Mobile apps

Enhancements

  • “No Caregiver” Calendar available from Main Module.
  • Reorganized Reporting Modules
  • Saved Reports – new ability to archive copies of a printed report for a person in the database. Save copies to show history.

Enhancements

    Automatically

  • Streamlined Main Interface

    • All person and organization type modules (Client/Caregiver/Office Staff/etc.) consolidated into one “Relationship Management” Module with tabs for each type of person

    .
  • Sessions for “Admin” and “User” profiles now restricted to expiring after 30 minutes.
  • New tools in Telephony Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.
  • Finalize

    • .

    • Reorganized Reporting Modules

  • Other tool re-organizations/moved locations:

    • “Delete Recurrence” tool moved from main menu in Calendars module to context menu. Recurrence related items grouped in sub menu.

    • Caregiver Suggestion tool no longer on the ribbon on Edit Schedule screen; tool is available in the drop down menu next to the Caregiver field on the screen.

    • Profile “Extra Data” tool added under the Demographics menu on Relationship Management Module ribbon. Renamed “Extra Demographic Data”.

    • Event Reminders can now be added to Clients.

  • Background improvements to how large processes such as Finalizing or Calculating Billing and Payroll are handled.

  • Schedules and Calendars:

    • “No Caregiver” Calendar available from Main Module

    • Schedule Instructions field for Caregiver instructions on Schedules (will be visible on printed calendars and in Mobile Apps)

    • New context menu tool in Calendars to show the estimated open E-TimeCard for a schedule (before it’s actually completed and attached to the schedule).

    • “Big Picture” report now shows schedules from all offices where a given person is attached to multiple offices in the same database.

    • New Schedule Scenarios in Daily Schedules (Schedule Review Module):

      • Schedules only Clocked-In

      • Schedules only Clocked-Out

      • Schedules with Completed Time Cards

      • Schedules without Time Cards

      • Schedules without Time Card or Actual Hours

      • Schedules that have been Investigated

  •  New Features for Caregiver Application/Client Inquiry Web Forms:

    • Restrict which Languages, Skills, Required Dates can be selected

    • Add multiple additional application forms for each type of person (e.g. have different applications for different caregiver positions)

    • Specify a category for the created person

    • Supports applications for Office Staff as well

    • Added Note to optional columns for Client Inquiry/Caregiver Application grid.

  • Find Area/Filtering updates and improvements:

    • Significant performance improvements across the board and additional improvements to specific scenarios

    • “By Batch” scenarios in Billing Module – Export and Invoices tab and Payroll Module – Export and Pay Stubs tab show only the Payers or Caregivers with records in the selected batch

    • Filtering by Manager no longer returns people where that manager relationship is no longer active.

    • Changing the grouping options for the tree view now shows people or organizations without the thing you’re grouping on under a “(No Group)” node.

    • Added Skills, Languages and Classifications to Advanced Filter

  • Finalize

    •  Automatically calculate credited pay hours (i.e. sick time)

    • Feature to

    • Maximize authorized hours

    • for under-billed schedules

    • in finalize

    • Performance improvements for validating payers/caregivers with missing or zero bill/pay rates.

  • Security

    • New specific security (“Setup – Usernames”) for Usernames (on Users and Passwords and Mobile Security)

    • New specific security (“Caregiver – Schedule Length”) for preferred Schedule Length (Caregivers)

    • Applied missing security (“Common Tools - Email”) on emailing tools on calendars

    • New specific Security (“Reporting – Advanced Reporting Features”) for Automated Reports and the new Saved Reports feature

    • Sessions for “Admin” and “User” profiles now restricted to expiring after 30 minutes.

  • Grid reports:

    • Added Preferred Gender column to the All Authorizations screen report.

    • Added Rank to Events screen reports (Documented Events, Tasks and Appointments)

    • Added new Previously Visited Client/Caregiver screen reports.

    • Better information and additional columns in the Recurring Events screen report.

    • Added Actual Hours and Scheduled Hours columns to Summary of Scheduled Hours screen report.

    • Note added to Required Dates and Required Dates Detail flex grids

    • New grid to report on Caregiver’s hours by Call Type

    • New Client & Caregiver Lead Funnel grids to follow progression from Client Inquiry/Caregiver Application through Active

      .
    New tool in Mass Update Module to remove Event Reminders

    • .

  • Better error reporting on QuickBooks exports.
  • “Big Picture” report now shows schedules from all offices where a given person is attached to multiple offices in the same database.
  • Schedule Instructions field for Caregiver instructions on Schedules (will be visible on printed calendars and in Mobile Apps)
  • Background improvements to how large processes such as Finalizing or Calculating Billing and Payroll are handled

    • Export grid or pivot grid to Excel now has two different options: Default (Simple) and Data-Aware

  • Tree View (people list) updates and improvements:
    • Significant performance improvements across the board and additional improvements to specific scenarios
    • “By Batch” scenarios in Billing Module – Export and Invoices tab and Payroll Module – Export and Pay Stubs tab show only the Payers or Caregivers with records in the selected batch
    • Filtering by Manager no longer returns people where that manager relationship is no longer active.
    • Group by Manager also no longer shows people under a particular Manager where that manager relationship is no longer active.
    • Changing the grouping options for the tree view now shows people or organizations without the thing you’re grouping on under a “(No Group)” node. Previously, these people would not have been shown. (For example, group by Classification when nobody has Classifications, and the results would be empty even with no other filtering.)

    • Ability to save and load layouts for pivot grids (Analysis Reports)

  • Telephony

    • New tools in Telephony Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.

    • Performance enhancements.

  • Mass Update (requires Support assistance):

    • New tool in Mass Update Module to remove Event Reminders.

    • Update Category for Organizations tab.

  • Better error reporting on QuickBooks exports.

  • Print envelopes or mailing labels directly from profile/secondary address edit screens or from the Invoices screen in Billing. Printing from Invoices will use any Send-To or Mailing Overrides in use on the selected Invoice(s).

  • Telephony
    • Client having the same phone number on their profile twice was causing “Multi-Phone” errors even if no one else had that number.
    • Performance enhancements.

Bug Fixes

  • Double clicking on a Daily Overtime warning to get more information would also include hours for the next day if the current schedule ended exactly at midnight.

    Adding Referral information when adding a new person will now automatically also create the referral person/organization if the entered name does not already exist.

  • Quick Clone feature for Holidays

  • Call Type (Service) code is no longer restricted to 4 digits unless your Telephony setup indicates that Caregivers enter Call Type codes.

  • Calculate tools on Agency Office module Achievements toolbar.

  • Exporting Invoices to EZClaim now populates the Companion invoice number on the Claim

Bug Fixes

  • Features:

    • Hiding “Messaging” as a feature still allowed the notification pop up indicating unread messages to show up. This now checks against Features to decide whether to show this pop up. (Security would properly indicate “Restricted Option” if the user didn’t have permission to view Messaging.

    • “Hide Features” didn’t remove tabs from the Relationship Management Module properly when Security Levels were also applied that would have otherwise allowed access to that tab.

  • Find Area/Filtering:

    • Fixed a case where the Date Range filter could disappear from the reporting modules if you closed the module and re-opened it.

    • Fixed an issue with using the Advanced Filter on a column that had been added to a grid using the Additional Columns advanced feature.

    • The date range filter for Daily Schedules and Actual Hours grids in the Relationship Management Module didn’t include the full end date properly (was fine in the Schedule Review module).

    • Fixed an issue with using a single quote in the name search in the Find Area

    • Fixed an error with certain Scenarios in the Messaging Module

  • Authorizations:

    Tasks and Appointments were being shown in red on Big Picture report as if they were missing a caregiver. 

    • Generating a report on a single authorization wasn’t displaying the client’s date of birth/age at the top of the report.

  • Generating a report from the list of a person’s relationships wasn’t displaying the correct information if the oldest existing relationship was added from another person’s perspective.

    • Using the Quick Add for Authorizations (Contracts) wasn’t automatically adding in a selected Payer to the Client as a Possible Payer when not already in the Client’s Relationships.

  • Schedules and Calendars:

    HomeCare

    • Fixed a few context menu options that weren’t working when the calendar was in the detailed “classic” style.

    • Fixed a display issue of Unavailable time on the Big Picture Report where a Day-Specific availability record marked as not a “work day” was showing the wrong hours.

    • Hour Code not being selected properly when choosing the client in a new schedule and it auto-selects their only authorization, which is not set to “Both Billing and Payroll”.

    • Changing the Authorization on a schedule wasn’t immediately updating the Duties to Perform in real time while editing.

    • Fixed an issue with funny characters appearing at the end of a long call type on an emailed calendar in Web Page format.

    • The total hours in the top of day heading on the calendar wasn’t correct when a schedule entirely spanned a full day.

  • Fixed a few context menu options that weren’t working when the calendar was in the detailed “classic” style.
  • Fixed an issue where turning a Caregiver Application into a Potential caregiver was duplicating the link for an already existing person.
  • Fixed an issue with using the Advanced Filter on a column that had been added to a grid using the Additional Columns advanced feature.
  • Added a five second lockout on the “Send” button when sending emails, so double-clicking the button doesn’t send multiple copies of the email. 
  • Fixed a display issue of Unavailable time on the Big Picture Report where a Day-Specific availability record  marked as not a “work day” was showing the wrong hours.
  • Hour Code not being selected properly when choosing the client in a new schedule and it auto-selects their only authorization, which is not set to “Both Billing and Payroll”.

    • Tasks and Appointments were being shown in red on Big Picture report as if they were missing a caregiver.

    • Double clicking on a Daily Overtime warning to get more information would also include hours for the next day if the current schedule ended exactly at midnight.

  • Telephony:

    • “Confirm Auto Fix” tool in telephony inadvertently had its caption blanked out.

    • Client having the same phone number on their profile twice was causing “Multi-Phone” errors even if no one else had that number.

  • QuickBooks:

    • When fixing validation errors prior to exporting to QuickBooks Online, if a payer’s External ID was missing/invalid you would be prompted to fix that payer as many times as that payer had invoices to export, instead of once for the payer.

    • Exporting invoices to QuickBooks with a Payer QB ID override specified on the client’s possible payer now takes precedence even when the “Switch Payer to Client” option is enabled.

  • Fixed and issue with generating Invoice reports from within the Relationship Management Module.

  • Home Care Pulse exports now only include the first phone number on a person’s profile (including responsible party) in the export instead of exporting multiple numbers with a semi-colon separator.

  • Exporting invoices to QuickBooks with a Payer QB ID override specified on the client’s possible payer now takes precedence even when the “Switch Payer to Client” option is enabled

    Attributes weren’t saving correctly on Event Reminder configurations.

  • Fixed an issue with adding the contact individual as an emergency contact as well when making a Client Inquiry potential.

  • Generating a report from the list of a person’s relationships wasn’t displaying the correct information if the oldest existing relationship was added from another person’s perspective.

  • Fixed an issue where turning a Caregiver Application into a Potential caregiver was duplicating the link for an already existing person.

  • Added a five second lockout on the “Send” button when sending emails, so double-clicking the button doesn’t send multiple copies of the email.