HomeTrak Companion v.5.7.7

Bug Fixes

• Fixed and issue with generating Invoice reports from within the Relationship Management Module.
• “Hide Features” didn’t remove tabs from the Relationship Management Module properly when Security Levels were also applied that would have otherwise allowed access to that tab.
• The date range filter for Daily Schedules and Actual Hours grids in the Relationship Management Module didn’t include the full end date properly (was fine in the Schedule Review module).
• Fixed an issue with using a single quote in the name search in the Find Area
• Fixed an error with certain Scenarios in the Messaging Module
• Using the Quick Add for Authorizations (Contracts) wasn’t automatically adding in a selected Payer to the Client as a Possible Payer when not already in the Client’s Relationships.
• Fixed an issue with adding the contact individual as an emergency contact as well when making a Client Inquiry potential.

HomeTrak Companion v5.7.6

New Features

• QuickBooks Online Interface (for Billing Only)
• New type of cloud user login (“Identity”) to provide one login for desktop, web portal and mobile apps (setup via the old Mobile Security screen)
• Saved Reports – new ability to archive copies of a printed report for a person in the database. Save copies to show history.
• Ability to apply Breaks to Schedules to capture un-paid break time on Schedules
  • Break time will reduce Billing and Payroll hours by the corresponding amount
  • Configure different Break types to Auto-Apply to Schedules (for Billing and/or Payroll)
  • Breaks are also supported by the newest versions of the Mobile apps

Enhancements

• “No Caregiver” Calendar available from Main Module.
• Reorganized Reporting Modules
• All person and organization type modules (Client/Caregiver/Office Staff/etc.) consolidated into one “Relationship Management” Module with tabs for each type of person.
• Sessions for “Admin” and “User” profiles now restricted to expiring after 30 minutes.
• New tools in Telephony Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.
• Finalize
• Automatically calculate credited pay hours (i.e. sick time)
• Feature to Maximize authorized hours for under-billed schedules in finalize
• Performance improvements for validating payers/caregivers with missing or zero bill/pay rates.
• Security
• New specific security (“Setup – Usernames”) for Usernames (on Users and Passwords and Mobile Security)
• New specific security (“Caregiver – Schedule Length”) for preferred Schedule Length (Caregivers)
• Applied missing security (“Common Tools - Email”) on emailing tools on calendars
• Grid reports:
  • Added Preferred Gender column to the All Authorizations screen report.
  • Added Rank to Events screen reports (Documented Events, Tasks and Appointments)
  • Added new Previously Visited Client/Caregiver screen reports.
  • Better information and additional columns in the Recurring Events screen report.
  • Added Actual Hours and Scheduled Hours columns to Summary of Scheduled Hours screen report.
  • Note added to Required Dates and Required Dates Detail flex grids
  • New grid to report on Caregiver’s hours by Call Type
  • New Client & Caregiver Lead Funnel grids to follow progression from Client Inquiry/Caregiver Application through Active.

• New tool in Mass Update Module to remove Event Reminders.
• Better error reporting on QuickBooks exports.
• “Big Picture” report now shows schedules from all offices where a given person is attached to multiple offices in the same database.
• Schedule Instructions field for Caregiver instructions on Schedules (will be visible on printed calendars and in Mobile Apps)
• Export grid or pivot grid to Excel now has two different options: Default (Simple) and Data-Aware
• Tree View (people list) updates and improvements:
• Significant performance improvements across the board and additional improvements to specific scenarios
• “By Batch” scenarios in Billing Module – Export and Invoices tab and Payroll Module – Export and Pay Stubs tab show only the Payers or Caregivers with records in the selected batch
• Filtering by Manager no longer returns people where that manager relationship is no longer active.
• Group by Manager also no longer shows people under a particular Manager where that manager relationship is no longer active.
• Changing the grouping options for the tree view now shows people or organizations without the thing you’re grouping on under a “(No Group)” node. Previously, these people would not have been shown. (For example, group by Classification when nobody has Classifications, and the results would be empty even with no other filtering.)
• Background improvements to how large processes such as Finalizing or Calculating Billing and Payroll are handled.
• Print envelopes or mailing labels directly from profile/secondary address edit screens or from the Invoices screen in Billing. Printing from Invoices will use any Send-To or Mailing Overrides in use on the selected Invoice(s).
• Telephony
• Client having the same phone number on their profile twice was causing “Multi-Phone” errors even if no one else had that number.
• Performance enhancements.

Bug Fixes

• Double clicking on a Daily Overtime warning to get more information would also include hours for the next day if the current schedule ended exactly at midnight.
• Fixed a case where the Date Range filter could disappear from the reporting modules if you closed the module and re-opened it.
• Generating a report on a single authorization wasn’t displaying the client’s date of birth/age at the top of the report.
• Generating a report from the list of a person’s relationships wasn’t displaying the correct information if the oldest existing relationship was added from another person’s perspective.
• Tasks and Appointments were being shown in red on Big Picture report as if they were missing a caregiver. 
• Changing the Authorization on a schedule wasn’t immediately updating the Duties to Perform in real time while editing.
• Fixed an issue with funny characters appearing at the end of a long call type on an emailed calendar in Web Page format.
• The total hours in the top of day heading on the calendar wasn’t correct when a schedule entirely spanned a full day.
• Fixed a few context menu options that weren’t working when the calendar was in the detailed “classic” style.
• Fixed an issue where turning a Caregiver Application into a Potential caregiver was duplicating the link for an already existing person.
• Fixed an issue with using the Advanced Filter on a column that had been added to a grid using the Additional Columns advanced feature.
• Added a five second lockout on the “Send” button when sending emails, so double-clicking the button doesn’t send multiple copies of the email. 
• Fixed a display issue of Unavailable time on the Big Picture Report where a Day-Specific availability record  marked as not a “work day” was showing the wrong hours.
• Hour Code not being selected properly when choosing the client in a new schedule and it auto-selects their only authorization, which is not set to “Both Billing and Payroll”.
• HomeCare Pulse exports now only include the first phone number on a person’s profile (including responsible party) in the export instead of exporting multiple numbers with a semi-colon separator.
• Exporting invoices to QuickBooks with a Payer QB ID override specified on the client’s possible payer now takes precedence even when the “Switch Payer to Client” option is enabled.