Does your office use Companion on HomeTrak’s Cloud hosted solution? If so, an option is available to integrate your Companion database with a web form, allowing potential clients employers and/or caregivers participants to submit their contact and other information directly into your database as an Inquiry.
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Employer Inquiries for Service:
- The web form allows potential clients (or their family members) Employers to quickly submit a service inquiry. These inquiries go into the Client Employer Inquiries Module.
- To view the questions and responses from the web form, open the Client Inquiryselect Employer Inquiry select the desired Client Employers Inquiries Module and click the Edit tool.
- The Inquiry can be made into a Potential Client Employer at any time by editing the Inquiry and clicking the Make Potential tool in the ribbon.
- Information from the web Inquiry Form are copied to the new Client Employer when they are made potential, so you can see the history of the clientemployer.
The web questions and responses are found in the Client Employer Module/Documentation tool/Application.
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Participant/Office Staff Applications:
- Potential Caregivers Participants can submit an employment application through a page which may be directly linked on your company’s web site.Caregiver
- Participant applications are saved in the Human Resources Module under the Caregiver Applications Participant Applications tool.
- To view the questions and responses from the web application form, click the Caregiver Applications Participant Applications tool in the ribbon. Select the desired Caregiver Participant and click the Edit tool.
- The Caregiver Participant Applicant can be made into a Potential Caregiver Participant at any time by editing the Application and clicking the Make Potential tool in the ribbon.