When you add a person or organization into HomeTrak Companion, you will select a status to describe the current relationship between this person or organization and your office. As the relationship changes between the person or organization and your company, their status should change as well.
Statuses have been designed in four main categories: Potential, Assessed, Active and Inactive. A client or caregiver will begin their relationship with your company with a category status of Potential, then progress through Assessed to Active. Recording this progression ensures data integrity. It also allows you to fully utilize the status information in the Management Reports Module, where there are several ways to use this data.
Make a person Inactive when they no longer have a relationship to your company (for example, a Client will no longer receive services, or a Caregiver quits or is terminated).
You should never edit or delete an existing status of a person or organization unless it was entered in error. Add a new status when the relationship changes with your office in order to maintain a clear history of progression and ensure data integrity of your records. Always add a new status when possible, unless directed by support staff in specific scenarios.
Changing a client or caregiver's status may have a significant effect on existing schedules, since a client or caregiver may only be placed in a schedule if their current status is Active as of the date of the schedule.
The status for a person or organization is changed using the Status tool in the appropriate Module. (Example: for a Client in the Client Module).