Filter | |
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Modify | Change the suggestion filter options to change the caregivers that will be returned in the grid. |
Pending Caregiver Options | |
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Extra SMS Text | Extra text to include as part of the SMS message, when using the "Email and Text Caregivers" tool below. |
Email and Text Caregivers | Add all of the checked caregivers to the list of Pending Caregivers for this schedule and also automatically send out an email and/or SMS text message informing the caregivers of an available schedule. The messages will always include the Event ID of the schedule, which you can use in the Quick Schedule Edit feature on the Schedule Review and Calendar Modules to quickly find and edit this schedule when the caregiver responds to the offer. NOTE: You must have the email capabilities setup in HomeTrak Companion to fully utilize this feature. The content and amount of detailed schedule information included in the sent emails can be configured in the Agency Office Module, Systems Overrides tool, Settings option. NOTE: If your database is hosted on HomeTrak's cloud servers and you have SMS/Texting enabled, if any of your caregivers that you are sending the schedule to have a cell phone listed on their profile, they will also receive at text message indicating the available schedule. |
Just Text Caregivers | Add all of the checked caregivers to the list of Pending Caregivers for this schedule and also automatically send out an SMS text message informing the caregivers of an available schedule. (Email messages will NOT be sent with this option.) NOTE: Your database must be hosted on HomeTrak's cloud servers and you must have SMS/Texting features enabled to use this feature. |
Just Email Caregivers | Add all of the checked caregivers to the list of Pending Caregivers for this schedule and also automatically send out an email informing the caregivers of an available schedule. (SMS messages will NOT be sent with this option.) NOTE: You must have the email capabilities setup in HomeTrak Companion to fully utilize this feature. The content and amount of detailed schedule information included in the sent emails can be configured in the Agency Office Module, Systems Overrides tool, Settings option. |
Only Adding, not Sending | Add all of the checked caregivers to the list of Pending Caregivers for this schedule. Don't automatically send emails or text messages. If you are trying to fill an open schedule, the Pending Caregiver feature allows you to easily save a list of appropriate available caregivers for this schedule and keep track of how and when caregivers have been contacted to offer the schedule, and which caregivers accept or reject the schedule. |
Calculate Distance | Calculate distance and travel time from the checked caregivers' home or previous schedule to the location of this schedule. Distance and travel values will be automatically calculated if possible using HomeTrak's Trip directions service. Once distance and travel has been calculated, the results will be displayed in the distance and travel columns within the Suggested Caregivers grid. |
Map Highlighted Caregiver | Show the selected Caregiver's home address on a map. |
Toggle Unavailable | Show or hide unavailable results in the Suggested Caregivers grid. |