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- Interfaces:
- Sterling Backcheck
- QuickBooks Online (Billing Only)
- EZClaim Premier (Medical Billing)
- 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)
- 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)
- Recording of Breaks are also supported by the newest versions of the Mobile apps
- Saved Reports – new ability to archive copies of a printed report for a person in the database. Save copies to show history. (Some mobile supporting features are still in development to view the Save Reports in the HomeTrak Mobile apps or HomeTrak Online.
- Quick Pick - new version of Caregiver Suggestion that is more customizable (configure which criteria is applied and customize scoring/ranking of results in User Defined) and designed for better performance.
Enhancements
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.
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.
GPS Position tool moved into menu in Address edit portion of the Profile screen, and also available similarly in Secondary Address.
Added another mapping/geo-position button on the GPS Position screen to help fine-tune GPS coordinates where the street address location returned by the mapping software isn’t accurate enough (e.g. for a client in a large facility)
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.
Quick Clone schedules feature can now display any errors on new schedules.
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
New combined Caregivers and Office Staff scenarios in Human Resources and Payroll modules.
Calculate Payroll Scenarios were simply showing All Caregivers or Office Staff people in the system. This is now limited down to just people with Finalized schedules that are not posted in payroll or Completed to show only relevant people.
Fixed several cases of switching directly between similar scenarios (e.g. “This Week”, “Next Week”, “1 Month” versions of “Clients with Schedules”) not properly refreshing the list.
Finalize
Automatically calculate credited pay hours (i.e. sick time)
Maximize authorized hours 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)
New specific Security (“Reporting – Advanced Reporting Features”) for Automated Reports and the new Saved Reports feature
Applied missing security (“Common Tools - Email”) on emailing tools on calendars
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 flex grid for Client’s Responsible Party (for Home Care Pulse)
Export grid or pivot grid to Excel now has two different options: Default (Simple) and Data-Aware
Ability to save and load layouts for pivot grids (Analysis Reports)
Printed Reports:
New Caregiver Signatures report
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
Performance enhancements.
New tools in Telephony Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.
Mass Update (requires Support assistance):
New tool in Mass Update Module to remove Event Reminders.
Update Category for Organizations tab.
Home Care Pulse
Ability to mark selected people as Excluded from exporting to Home Care Pulse.
Clients that have been inactive can now be re-activated in Home Care Pulse during the sync.
EZClaim billing export:
Exporting Invoices to EZClaim now populates the Companion invoice number on the Claim
Added “Group All” option to group all records for a single call type into one line item on the claim, regardless of day, week-ending or sequence.
Grouping options no longer consider differing rates.
Also fixed an issue where EZClaim billing exports weren’t grouping records properly when schedules for multiple different Services were mixed together on the invoice.
Better error reporting on QuickBooks exports.
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.
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