This document lists all the available features to the HomeTrak Companion Mobile app that is available for Android Phones and Tablets. You must be using the HomeTrak Companion hosted solution to make use of this app.
You can download this application Here
MAIN FEATURES
- View own profile and calendar from main screen.
- Current Notices (icon on main screen).
- Messaging (if enabled on Mobile Security profile).
- Add new people to the system.
- Find/view/edit a person's profile and attached items, including:
- Name
- Address
- Category
- Gender
- Take profile picture using your devices camera
- Capture Employer Signature
- Relationships:
- Individuals
- Emergency Contacts
- Organization
- Participant Compatibility (Employer)
- Status
- Communication items (phone, email, etc.)
- Notes and Office Notes
- Languages
- Classifications
- Characteristics
- Extra Information
- Certifications
- Participant Intake
- Skills
- Pop-Up Alerts
- Preferred Districts (Participants)
- Referral (read only)
- Note: SSN or Date of Birth are NOT visible anywhere in the app for additional security/privacy.
- Calendars
- Month view, week view, day view
- View, add and edit schedules, tasks, appointments, documented events
- Edit:
- Choose Job Detail (Schedule)
- Scheduled time/hours
- Category (Tasks, Appointments, Case Notes)
- Extra Information (Tasks, Appointments, Case Notes)
- Client/Primary Person
- Location (Based on primary person)
- Participant/Other People
- Rank
- Status (Open, Cancelled, Office Alert, Complete)
- Use Participant Suggestion on schedules
- View map/directions for selected schedule
- Add/Edit/Delete event attached items:
- Notes
- Case Notes (Attach to Schedule)
- Attributes
- READ-ONLY
- Notices
PARTICIPANT LOGIN
- View own profile (read-only)
- View own calendar and schedules (read-only)
- Cannot view employer or other participants' profiles.
- Messaging to office (if enabled on Mobile Security profile)
CLIENT LOGIN
- View own profile (read-only)
- View own calendar and schedules (read-only)
- Cannot view participants' or other employers' profiles.
- Messaging to office (if enabled on Mobile Security profile)