Title: Relationship Management  
Owner: Chris vanderHeide
Creator: Chris vanderHeide Jan 29, 2016
Last Changed by: akapteyn (Unlicensed) Oct 13, 2017
Tiny Link: (useful for email) https://hometrak.atlassian.net/wiki/x/IAA1AQ
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HomeTrak Companion Version 6 (1)
    Home page: Version 6 Topics
Hierarchy
Children (44)
    Page: Add People or Organizations
    Page: Authorizations (Contracts)
    Page: Availability
    Page: Billables
    Page: Billing Options - Setup
    Page: Billing Rates - Copy Billing Rates for a Client or Payer
    Page: Billing Rates - Setup a Billing Rate
    Page: Care Plan Report Options
    Page: Care Plan Template Customization
    Page: Close a terminated Office Staff person
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Time Editor  
Oct 13, 2017 18:02 akapteyn (Unlicensed) View Changes
Apr 06, 2017 17:55 akapteyn (Unlicensed) View Changes
Jan 31, 2017 17:32 akapteyn (Unlicensed) View Changes
Jan 31, 2017 17:31 akapteyn (Unlicensed) View Changes
Jan 18, 2017 20:52 akapteyn (Unlicensed)  
Outgoing Links
HomeTrak Companion Version 6 (49)     Page: Setup a Username and Password for an Office Staff person
    Page: How do I send event reminders?
    Page: Edit a Profile
    Page: Referral Sources
    Page: Relationships Module Glossary
    Page: Who Should Receive the Invoice for Services Rendered?
    Page: Interview Questions
    Page: Scheduling
    Page: Relationships
    Page: Authorizations (Contracts)
    Page: Using Preferred Districts to Schedule Caregivers Geographically
    Page: How to Export People or Organizations from Companion
    Page: Setup Holiday Pay
    Page: Setup a Care Plan
    Page: Setup Overtime
    Page: Split an Invoice (Co-Billing)
    Page: Using Caregiver Compatibility
    Page: Indicate the Schedule Length a Caregiver is Willing to work
    Page: How to Import People or Organizations into Companion
    Page: Indicate on a Calendar that a Caregiver is on Vacation
    Page: Care Plan Report Options
    Page: Billing Rates - Setup a Billing Rate
    Page: SterlingBackcheck Integration
    Page: Find a Caregiver's Telephony ID
    Page: Create a Form 485
    Page: Recommended Information to Add to a New payer
    Page: Using Statuses in HomeTrak Companion
    Page: Billing Options - Setup
    Page: Utilize the Email Section
    Page: Billables
    Page: Client and Caregiver Web Application Overview
    Page: Availability
    Page: Utilize the Event (Notice) Pattern Feature
    Page: Documented Event
    Page: Payroll Options - Setup
    Page: Close a terminated Office Staff person
    Page: Delete a Person or Organization
    Page: Required Dates
    Page: Incidents
    Page: HomeTrak Academy
    Page: Payroll Rates - Copy Payroll Rates for a Caregiver
    Page: Billing Rates - Copy Billing Rates for a Client or Payer
    Page: Payroll Rates - Setup a Payroll Rate
    Page: Qualifications (Disciplines) for a Caregiver
    Page: Add People or Organizations
    Page: Close an Authorization (Contract)
    Page: Home Care Pulse Integration Features
    Page: Cloud User Setup
    Page: Copy (Duplicate) an Authorization