Companion allows you to configure event reminders that can be sent via SMS text message to remind them of upcoming events, or could also be used as a reminder to clock in or out of an event with telephony.
You must be using HomeTrak's cloud hosted solution and have a valid texting number set up on your office to use this feature. You may need to contact HomeTrak to configure this feature and extra charges may apply to texting.
Configuring the Reminders
The master list of reminder messages is found in the User Defined Module, under the Scheduling sub-menu, Event Reminders tool.
A reminder can be set from either the start or end of the event.
Event Reminders may be configured and applied to either a task, appointment or schedule category. If no event category is specified, this reminder will be sent out for any events on the caregiver's calendar.
Note; There is only one category for Schedule, but specific Call Types can be excluded from Alerting and Reminders.
You may also use specific tags to dynamically include information in the reminder such as the Client's name or event category. See also Embedding Information into a Text Message for information on how to use these tags and the specific tags available.
Excluding Certain Schedule Call Types from Alerts and Reminders
To exclude a specific Call Type from sending reminders, edit the Call Type in the Agency Office Module, Call Types tool. Check the box that indicates "Exclude from Alerting and Reminders". This will prevent both Event Reminders and Telephony Alerts for schedules of this Call Type.
Adding a Reminder to a Person
Event Reminders are added to Caregivers in the Caregiver Module, or Office Staff in the Office Staff Module, using the Event Reminders tool under the Scheduling Setup dropdown on the ribbon.
Click Choose on the toolbar to bring up the pick list of Event Reminders. Select the desired reminders and add them to the caregiver and click OK.