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Configuration

To integrate with Home Care Pulse, HomeTrak Companion will need to have an Agency Key which will be provided to your office by Home Care Pulse. This key is required to identify your office to Home Care Pulse. To set up the connection information in HomeTrak Companion, open the Agency Office Module (under the ‘Setup’ dropdown on the Main Module) and find the ‘Applications’ tool under the ‘Optional’ tab of the ribbon. Click on this tool to show the list of external application configurations.

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In the list of Application configurations that appears in the main area of the screen, there should, by default, be an item for Home Care Pulse. Select this item and edit it by clicking on the Edit button on the toolbar above the list. You should see a screen like the image below. Enter the Agency Key that is given to your office by Home Care Pulse into the Password field and click Save.

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If the Home Care Pulse setup is missing from the list, you can add it using the values shown above, or contact HomeTrak Support to have the record inserted.

Note: if this setup step is skipped, when you attempt a manual export through the Export Information module (see section below) you will be automatically prompted to enter the missing Agency Key.

(New in version 5.6)

For clients that are not self-responsible, HomeTrak Companion allows you to set and export a client's Responsible Party to Home Care Pulse.

To set a Responsible Party on a Client, edit their Profile, and then under the File Menu at the top left of the screen click on the Responsible Party option.

In the "Delegate" field, choose the Client's Responsible Party from their attached relationships (Emergency Contacts and Individuals) or use the Add button to add a new relationship to this list.

When a person has been chosen, their profile information will be displayed on the right hand side of the screen.

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Exporting to Home Care Pulse

The export actions for Home Care Pulse are found in the Export Information Module, which is accessed under the File menu of the HomeTrak Companion Main Module.

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Initial Export to Home Care Pulse

To send the initial information from HomeTrak Companion to Home Care Pulse you will generate a file export of Client and Caregiver names and contact information to send to Home Care Pulse. The file(s) will be emailed to Home Care Pulse and they will use this information to add your clients to their system, or make the link between your exported clients and any existing information in Home Care Pulse. Once the initial links have been made, HomeTrak Companion will be able update the status of those existing clients and insert new clients as needed.

To create the initial export to email to Home Care Pulse, click on the ‘Create Initial Email’ tool under the Home Care Pulse dropdown in the Export Information module.

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Companion will then create the export files of Client and Caregiver information to send to Home Care Pulse and create an email with these attachments to send. Enter the email address for Home Care Pulse (using your contact at Home Care Pulse or customersupport@homecarepulse.com) in the To: email address list and then click the Send button on the ribbon to send the email. (Note: your email server settings must be configured to send emails from Companion.)

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Regular Exports

Companion’s maintenance service will export changes to Home Care Pulse on a weekly basis, but you can also manually perform this sync action at any time through the Export Information module. Under the Home Care Pulse drop down on the ribbon of the Export module, click on the Sync to Home Care Pulse 

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If you have not yet entered your Home Care Pulse Agency Key in the Application setup in the Agency Office Module before attempting the export, or the saved Agency Key information is incorrect, the system will prompt you to enter it now. Enter the information given to you by Home Care Pulse. If the key is verified as a valid Home Care Pulse Agency Key, it will automatically be saved to the Application setup.

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