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.
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.
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.