HomeTrak Companion
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v6.
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Bug Fixes
- Fixed and issue with generating Invoice reports from within the Relationship Management Module.
- “Hide Features” didn’t remove tabs from the Relationship Management Module properly when Security Levels were also applied that would have otherwise allowed access to that tab.
- The date range filter for Daily Schedules and Actual Hours grids in the Relationship Management Module didn’t include the full end date properly (was fine in the Schedule Review module).
- Fixed an issue with using a single quote in the name search in the Find Area
- Fixed an error with certain Scenarios in the Messaging Module
- Using the Quick Add for Authorizations (Contracts) wasn’t automatically adding in a selected Payer to the Client as a Possible Payer when not already in the Client’s Relationships.
- Fixed an issue with adding the contact individual as an emergency contact as well when making a Client Inquiry potential.
HomeTrak Companion v5.7.6
New Features
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1.8
- Fixed some issues with tools being incorrectly disabled in the Reporting Module with security.
- After removing a user account from Identity, the username and email fields were not immediately becoming editable again.
HomeTrak Companion v6.1.7
- Additional support for exporting Institutional claims (UB-04 form) in EZClaim Premier
- New option when exporting to EZClaim (both versions) to ignore rate differences when grouping records into claim line items.
- Restored an ability to calculate a billing or payroll with no records in it, which some users were using to pull half-done records into a batch in advance of the next billing or payroll run.
- Fixed an issue with some of the “Show on Map” tools in the event context menu not working in certain conditions.
HomeTrak Companion v6.1.6
- Fixed an issue with being able to load the list of Call Types based on Agency Office rates when changing the Rate Type when adding a new Authorization.
- A Scenarios button in the Schedule Review module was incorrectly disabled.
- Got rid of extra prompts when trying to take a picture with no webcam attached.
- Fixed an issue with taking a picture using the webcam that could incorrectly update the default image for people without profile images.
- Fixed an issue with calculating mileage/travel time where previously validated directions could be remarked as unknown and unnecessarily recalculated.
- Fixed an issue with the Sync to Outlook tool in the Calendars module not working.
HomeTrak Companion v6.1.5
- Fields were incorrectly invisible on the Extra Demographics screen.
- When adding a new schedule, filling in actual hours at the same time wasn’t saving the actual hours.
HomeTrak Companion v6.1.4
(Including changes made in Beta pre-releases from v5.7 to 6.0)
New Features
- Interfaces:
- Sterling Backcheck
- QuickBooks Online (Billing Only)
- EZClaim Premier (Medical Billing)
- New type of cloud user login (“Identity”) to provide one login for desktop, online web portal and mobile apps (setup via the old Mobile Security screen)
- Saved Reports – new ability to archive copies of a printed report for a person in the database. Save copies to show history.
- Ability to apply Breaks to Schedules to capture un-paid break time on Schedules
- Break time will reduce Billing and Payroll hours by the corresponding amount
- Configure different Break types to Auto-Apply to Schedules (for Billing and/or Payroll)
- Recording of Breaks are also supported by the newest versions of the Mobile apps
- Saved Reports – new ability to archive copies of a printed report for a person in the database. Save copies to show history. (Some mobile supporting features are still in development to view the Save Reports in the HomeTrak Mobile apps or HomeTrak Online.
- Quick Pick - new version of Caregiver Suggestion that is more customizable (configure which criteria is applied and customize scoring/ranking of results in User Defined) and designed for better performance.
Enhancements
- “No Caregiver” Calendar available from Main Module.
- Reorganized Reporting Modules
Streamlined Main Interface
All person and organization type modules (Client/Caregiver/Office Staff/etc.) consolidated into one “Relationship Management” Module with tabs for each type of person.
- Sessions for “Admin” and “User” profiles now restricted to expiring after 30 minutes.
- New tools in Telephony Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.
Reorganized Reporting Modules
Other tool re-organizations/moved locations:
“Delete Recurrence” tool moved from main menu in Calendars module to context menu. Recurrence related items grouped in sub menu.
Caregiver Suggestion tool no longer on the ribbon on Edit Schedule screen; tool is available in the drop down menu next to the Caregiver field on the screen.
Profile “Extra Data” tool added under the Demographics menu on Relationship Management Module ribbon. Renamed “Extra Demographic Data”.
Event Reminders can now be added to Clients.
GPS Position tool moved into menu in Address edit portion of the Profile screen, and also available similarly in Secondary Address.
Added another mapping/geo-position button on the GPS Position screen to help fine-tune GPS coordinates where the street address location returned by the mapping software isn’t accurate enough (e.g. for a client in a large facility)
Background improvements to how large processes such as Finalizing or Calculating Billing and Payroll are handled.
Schedules and Calendars:
“No Caregiver” Calendar available from Main Module
Schedule Instructions field for Caregiver instructions on Schedules (will be visible on printed calendars and in Mobile Apps)
New context menu tool in Calendars to show the estimated open E-TimeCard for a schedule (before it’s actually completed and attached to the schedule).
“Big Picture” report now shows schedules from all offices where a given person is attached to multiple offices in the same database.
Quick Clone schedules feature can now display any errors on new schedules.
New Schedule Scenarios in Daily Schedules (Schedule Review Module):
Schedules only Clocked-In
Schedules only Clocked-Out
Schedules with Completed Time Cards
Schedules without Time Cards
Schedules without Time Card or Actual Hours
Schedules that have been Investigated
New Features for Caregiver Application/Client Inquiry Web Forms:
Restrict which Languages, Skills, Required Dates can be selected
Add multiple additional application forms for each type of person (e.g. have different applications for different caregiver positions)
Specify a category for the created person
Supports applications for Office Staff as well
Added Note to optional columns for Client Inquiry/Caregiver Application grid.
Find Area/Filtering updates and improvements:
Significant performance improvements across the board and additional improvements to specific scenarios
“By Batch” scenarios in Billing Module – Export and Invoices tab and Payroll Module – Export and Pay Stubs tab show only the Payers or Caregivers with records in the selected batch
Filtering by Manager no longer returns people where that manager relationship is no longer active.
Changing the grouping options for the tree view now shows people or organizations without the thing you’re grouping on under a “(No Group)” node.
Added Skills, Languages and Classifications to Advanced Filter
New combined Caregivers and Office Staff scenarios in Human Resources and Payroll modules.
Calculate Payroll Scenarios were simply showing All Caregivers or Office Staff people in the system. This is now limited down to just people with Finalized schedules that are not posted in payroll or Completed to show only relevant people.
Fixed several cases of switching directly between similar scenarios (e.g. “This Week”, “Next Week”, “1 Month” versions of “Clients with Schedules”) not properly refreshing the list.
Finalize
Automatically calculate credited pay hours (i.e. sick time)
Feature to Maximize authorized hours
for under-billed schedules in finalize
Performance improvements for validating payers/caregivers with missing or zero bill/pay rates.
Security
New specific security (“Setup – Usernames”) for Usernames (on Users and Passwords and Mobile Security)
New specific security (“Caregiver – Schedule Length”) for preferred Schedule Length (Caregivers)
New specific Security (“Reporting – Advanced Reporting Features”) for Automated Reports and the new Saved Reports feature
Applied missing security (“Common Tools - Email”) on emailing tools on calendars
Sessions for “Admin” and “User” profiles now restricted to expiring after 30 minutes.
Grid reports:
Added Preferred Gender column to the All Authorizations screen report.
Added Rank to Events screen reports (Documented Events, Tasks and Appointments)
Added new Previously Visited Client/Caregiver screen reports.
Better information and additional columns in the Recurring Events screen report.
Added Actual Hours and Scheduled Hours columns to Summary of Scheduled Hours screen report.
Note added to Required Dates and Required Dates Detail flex grids
New grid to report on Caregiver’s hours by Call Type
New Client & Caregiver Lead Funnel grids to follow progression from Client Inquiry/Caregiver Application through Active.
New
- Better error reporting on QuickBooks exports.
- “Big Picture” report now shows schedules from all offices where a given person is attached to multiple offices in the same database.
- Schedule Instructions field for Caregiver instructions on Schedules (will be visible on printed calendars and in Mobile AppsBackground improvements to how large processes such as Finalizing or Calculating Billing and Payroll are handled.
flex grid for Client’s Responsible Party (for Home Care Pulse)
Export grid or pivot grid to Excel now has two different options: Default (Simple) and Data-Aware
- Tree View (people list) updates and improvements:
- Significant performance improvements across the board and additional improvements to specific scenarios
- “By Batch” scenarios in Billing Module – Export and Invoices tab and Payroll Module – Export and Pay Stubs tab show only the Payers or Caregivers with records in the selected batch
- Filtering by Manager no longer returns people where that manager relationship is no longer active.
- Group by Manager also no longer shows people under a particular Manager where that manager relationship is no longer active.
- Changing the grouping options for the tree view now shows people or organizations without the thing you’re grouping on under a “(No Group)” node. Previously, these people would not have been shown. (For example, group by Classification when nobody has Classifications, and the results would be empty even with no other filtering.)
Ability to save and load layouts for pivot grids (Analysis Reports)
Printed Reports:
New Caregiver Signatures report
Print envelopes or mailing labels directly from profile/secondary address edit screens or from the Invoices screen in Billing. Printing from Invoices will use any Send-To or Mailing Overrides in use on the selected Invoice(s).
Telephony
Performance enhancements.
New tools in Telephony
- Client having the same phone number on their profile twice was causing “Multi-Phone” errors even if no one else had that number.
- Performance enhancements.
Bug Fixes
- Double clicking on a Daily Overtime warning to get more information would also include hours for the next day if the current schedule ended exactly at midnight.
Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.
Mass Update (requires Support assistance):
New tool in Mass Update Module to remove Event Reminders.
Update Category for Organizations tab.
Home Care Pulse
Ability to mark selected people as Excluded from exporting to Home Care Pulse.
Clients that have been inactive can now be re-activated in Home Care Pulse during the sync.
EZClaim billing export:
Exporting Invoices to EZClaim now populates the Companion invoice number on the Claim
Added “Group All” option to group all records for a single call type into one line item on the claim, regardless of day, week-ending or sequence.
Grouping options no longer consider differing rates.
Also fixed an issue where EZClaim billing exports weren’t grouping records properly when schedules for multiple different Services were mixed together on the invoice.
Better error reporting on QuickBooks exports.
Adding Referral information when adding a new person will now automatically also create the referral person/organization if the entered name does not already exist.
Quick Clone feature for Holidays
Call Type (Service) code is no longer restricted to 4 digits unless your Telephony setup indicates that Caregivers enter Call Type codes.
Calculate tools on Agency Office module Achievements toolbar.
Bug Fixes
Features:
Hiding “Messaging” as a feature still allowed the notification pop up indicating unread messages to show up. This now checks against Features to decide whether to show this pop up. (Security would properly indicate “Restricted Option” if the user didn’t have permission to view Messaging.
“Hide Features” didn’t remove tabs from the Relationship Management Module properly when Security Levels were also applied that would have otherwise allowed access to that tab.
Find Area/Filtering:
Fixed a case where the Date Range filter could disappear from the reporting modules if you closed the module and re-opened it.
Fixed an issue with using the Advanced Filter on a column that had been added to a grid using the Additional Columns advanced feature.
The date range filter for Daily Schedules and Actual Hours grids in the Relationship Management Module didn’t include the full end date properly (was fine in the Schedule Review module).
Fixed an issue with using a single quote in the name search in the Find Area
Fixed an error with certain Scenarios in the Messaging Module
Authorizations:
Tasks and Appointments were being shown in red on Big Picture report as if they were missing a caregiver.Generating a report on a single authorization wasn’t displaying the client’s date of birth/age at the top of the report.
- Generating a report from the list of a person’s relationships wasn’t displaying the correct information if the oldest existing relationship was added from another person’s perspective.
Using the Quick Add for Authorizations (Contracts) wasn’t automatically adding in a selected Payer to the Client as a Possible Payer when not already in the Client’s Relationships.
Schedules and Calendars:
Fixed a few context menu options that weren’t working when the calendar was in the detailed “classic” style.
Fixed a display issue of Unavailable time on the Big Picture Report where a Day-Specific availability record marked as not a “work day” was showing the wrong hours.
Hour Code not being selected properly when choosing the client in a new schedule and it auto-selects their only authorization, which is not set to “Both Billing and Payroll”.
Changing the Authorization on a schedule wasn’t immediately updating the Duties to Perform in real time while editing.
Fixed an issue with funny characters appearing at the end of a long call type on an emailed calendar in Web Page format.
The total hours in the top of day heading on the calendar wasn’t correct when a schedule entirely spanned a full day.
Tasks and Appointments were being shown in red on Big Picture report as if they were missing a caregiver.
Double clicking on a Daily Overtime warning to get more information would also include hours for the next day if the current schedule ended exactly at midnight.
Fixed a
- Fixed an issue where turning a Caregiver Application into a Potential caregiver was duplicating the link for an already existing person.
- Fixed an issue with using the Advanced Filter on a column that had been added to a grid using the Additional Columns advanced feature.
- Added a five second lockout on the “Send” button when sending emails, so double-clicking the button doesn’t send multiple copies of the email.
- Fixed a display issue of Unavailable time on the Big Picture Report where a Day-Specific availability record marked as not a “work day” was showing the wrong hours.
- Hour Code not being selected properly when choosing the client in a new schedule and it auto-selects their only authorization, which is not set to “Both Billing and Payroll”.
- HomeCare
display issue with the “Classic” style calendar that could cause some over-midnight schedules to not be drawn on the calendar when the height of the day on the calendar is very small.
Fixed an issue with selecting an entire day to make Unavailable in the Availability tool.
Attributes weren’t saving correctly on Event Reminder configurations.
Telephony:
“Confirm Auto Fix” tool in telephony inadvertently had its caption blanked out.
Client having the same phone number on their profile twice was causing “Multi-Phone” errors even if no one else had that number.
Security
“Limit to Managed By” edit restrictions didn’t affect the Copy/Paste/Remove Caregiver options in the calendar context menu.
“Limit to Managed By” edit restriction only applied on opening the schedule, so it was possible to add and save a caregiver that you don’t manage into a schedule. This is now enforced on save.
Restricted Option error on Chat under profile menu
Restricted Option error in Daily Schedules under Scheduling in Relationships Management module.
Restricted Option error checking Skills in the Client Care Plan screen.
Better failure messages on Identity account login
Messaging Module
Default scenario was still “My Active Conversations” when most people do not have access to this. (Usually texting via agency office number.) Changed to “Active Office Conversations”.
Removed obsolete “People with Mobile Security” scenarios.
Reporting
Improved report for the “Generate Report” option for Web Application Questions attached to a Client Inquiry or Caregiver Application.
Fixed an issue with generating the Care Plan Report in the Client Module where the tab was saved in a favorite layout.
ICD-9/10 Diagnosis code boxes on the Form 485 report now labelled simply “ICD” instead of “ICD-9” (obsolete).
Using the “Additional Columns” advanced feature to add more data columns into a grid was disabling the checkbox column in the grid.
Fixed an issue with generating Invoice reports from within the Relationship Management Module.
Generating a report from the list of a person’s relationships wasn’t displaying the correct information if the oldest existing relationship was added from another person’s perspective.
QuickBooks:
When fixing validation errors prior to exporting to QuickBooks Online, if a payer’s External ID was missing/invalid you would be prompted to fix that payer as many times as that payer had invoices to export, instead of once for the payer.
Exporting invoices to QuickBooks with a Payer QB ID override specified on the client’s possible payer now takes precedence even when the “Switch Payer to Client” option is enabled.
- Home Care Pulse
- Fixed an issue with exporting a Client’s cell phone as their primary phone when that was their only contact
- When only syncing selected clients from the Export Module, don’t perform any removal/deactivation of anyone that isn’t selected in the export.
- If the Client’s Responsible Party has no phone number, the responsible party information is not exported.
Home Care Pulse exports now only include the first phone number on a person’s profile (including responsible party) in the export instead of exporting multiple numbers with a semi-colon separator.
Fixed an issue with adding the contact individual as an emergency contact as well when making a Client Inquiry potential.
Fixed an issue where turning a Caregiver Application into a Potential caregiver was duplicating the link for an already existing person.
Added a five second lockout on the “Send” button when sending emails, so double-clicking the button doesn’t send multiple copies of the email.
- Fixed a background issue that caused calculating payroll to be very slow for some people.