Schedule Alerts (sometimes also referred to as Telephony Alerts) notify your office when caregivers fail to clock in on time for their schedules.
How Alerts Work
The HomeTrak Telephony service runs in the background on the database server and creates and processes E-TimeCards from telephony calls. It also monitors current schedules to determine if incoming calls match to these schedules.
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Note: You can opt to disable the second alert and the "clocked in" message in the setup of the Schedule Alert Period.
Send Alerts for Only Certain Clients or Caregivers
You may have certain clients or services that are not critical to receive late clock-in alerts for. There are several ways to configure the system to send alerts for only certain groups of people (using classifications), or to exclude a specific client or service (call type) from any alerting.
Sending Alerts for only Specific Groups of Clients or Caregivers
In the setup of the Schedule Alert Period, you can opt choose one or more classifications to filter the alerts.
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If neither the Client nor the Caregiver has any of the listed classifications, then no alert will be sent.
Exclude Specific Clients from Alerting
To disable alerts for a specific Client, edit the Client's profile and un-check the "Uses Telephony" check box and save their profile.
Alerts will not be sent for any schedules involving this client, even if the client or caregiver involved has an attached classification that is included in the schedule alert period setup.
Exclude Specific Services from Alerting
To disable alerts for a specific service (Call Type), edit the Service Call Types in the Agency Office Module, Required Scheduling tab. Check the "Exclude from Reminders/Alerting" check box and save the setup.
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Note: this will also disable /wiki/spaces/HCV5/pages/1278591 Event Reminders for schedules for this Service.
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For more information on how to set up your schedule alerts, please see /wiki/spaces/HCV5/pages/1278354Schedule Alerts Setup.