Table of Contents

Simple Start Up Presentations
Adding a New Person to Companion
CRM Process
Creating Schedules in Companion
HTOnline for Caregiver Portal
Finance Module (Using Recipes)

HomeTrak 101

HomeTrak Basics

How to add a new person into Companion

How to create schedules with Companion

How to process billing and payroll within Companion (using

Recipes)

Calendar Icons and Colors Reference Guide

Client Referral Management Process
HomeTrak 101
Recorded Webinar HomeTrak Habits and Rituals Power Point version PDF version
Recorded Webinar Client Referral Management Webinar Training Guide CRM Process
Client, Caregiver and Human Resource Modules
Recorded Webinar Client and Caregiver Module Webinar Training Guides Client Inquiry, Client and Payer Modules Human Resource Module Caregiver Module Human Resources and Caregiver Modules (hiring process)
Scheduling
Recorded Webinar Scheduling Webinar Training Guides Scheduling
Billing and Payroll Modules
Recorded Webinar Billing and Payroll Webinar Training Guides (v6.1 or lower) Cheat Sheet for Billing and Payroll process Preparing the Schedules to process Billing and/or Payroll How to process Billing without Recipes How to process Payroll without Recipes
Finance Module with Recipes (version 6.3+)
Recorded Webinar Billing, Payroll Recipe Webinar Training Guides Billing and Payroll using Recipes PDF format Billing and Payroll using Recipes Power Point format
Reporting
Recorded Webinar Reporting Webinar

Hire Wise - Custom Forms
HomeTrak Masters
Dashboards
Dashboards Help Recorded Webinar Dashboard Webinar Training Guide Dashboard Guide
Recorded Webinar Hire Wise Webinar (Custom Forms - Caregiver, Client and Office Staff) Training Guide Hire Wise and Client Intake Web Intake Form Guide
User Security
Recorded Webinar User Security Webinar Training Guides User Security Guide How to setup Identity Login account for Office Staff How to setup Identity Login account for Caregivers
Advanced Client and Caregiver Features
Recorded Webinar Advanced Client and Caregiver Features Webinar Training Guide Advanced Client & Caregiver Features Guide
Caregiver Suggestion and Pending Caregiver Feature
Recorded Webinar Caregiver Suggestion and Pending Caregiver Webinar Training Guide Caregiver Suggestion & Pending Caregivers Guide
HTOnline Caregiver Portal
Training Guides HTOnline Caregiver Portal PDF format HTOnline Caregiver Portal Power Point format
SMS Texting
Recorded Webinar SMS Text Messaging Webinar Training Guides SMS Texting Guide PDF format SMS Texting Guide Power Point format
Telephony Feature
Training Guides Telephony V6.3 Power Point Presentation Telephony Rollout Telephony Quick Reference Telephony Steps Schedule Alerts
Billables for Clients
Training Guides Billables for Clients

Versions Compared

Old Version 131

New Version Current

Key

Simple Start Up Presentations

HomeTrak 101

HomeTrak Basics

HomeTrak 101

Client Referral Management Process

Client, Caregiver and Human Resource Modules

Scheduling

Billing and Payroll Modules

Finance Module with Recipes (version 6.3+)

Reporting

HomeTrak Masters

Dashboards

Hire Wise - Custom Forms

User Security

Advanced Client and Caregiver Features

Caregiver Suggestion and Pending Caregiver Feature

HTOnline Caregiver Portal

SMS Texting

Telephony Feature

Billables for Clients

Page Comparison

Versions Compared

Old Version 131

New Version Current

Key

Simple Start Up Presentations

HomeTrak 101

HomeTrak Basics

HomeTrak 101

Client Referral Management Process

Client, Caregiver and Human Resource Modules

Scheduling

Billing and Payroll Modules

Finance Module with Recipes (version 6.3+)

Reporting

HomeTrak Masters

Dashboards

Hire Wise - Custom Forms

User Security

Advanced Client and Caregiver Features

Caregiver Suggestion and Pending Caregiver Feature

HTOnline Caregiver Portal

SMS Texting

Telephony Feature

Billables for Clients