HomeTrak Companion’s Caregiver Portal is a web portal designed to allow caregivers to view their own schedules on a calendar and indicate their availability to work.
Caregivers can only see their own schedules and availability, and all schedule information is read-only.
The User Interface
The main portal features and options are displayed as tabs along the top left of the screen.
Account options are found in a menu at top right.
When entering the portal, the default view shows the calendar in Agenda view in the main portion of the screen.
Using the Calendar
The calendar has three view styles:
- Agenda: This shows a basic list of your schedules for a rolling 8-day range
- Monthly: This shows your schedules on a one-month calendar display
- Weekly: This shows your schedules on a one-week calendar display
Left click on any event in the calendar or agenda view to see details on that event.
All information on the calendar is read-only.
Setting your Availability
The portal allows you as to enter your own availability into the system, to indicate days or times you are not available to work.
Using the Weekly Availability section, you can easily set your availability for a week at a time.
Use the sliders to adjust the time of the day you are available. To add multiple blocks, click on the green “+” sign to the right of the slider to add a second availability for that day. To mark an entire day as not available, click on the “X” under the Available column to the left of the slider.
You cannot make a change to a day’s availability if:
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