Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

This document lists all the available features to the HomeTrak Companion Mobile app that is available for any iPhone or iPad running iOS 6.1 and above. You must be using the HomeTrak Companion hosted solution to make use of this app.

You can download this application Click Here  

MAIN FEATURES

  • Find/view/edit a person's profile and attached items, including:
    • Name
    • Address
    • Category
    • Gender
    • Take profile photo using device camera or choose from photos
    • Capture Client signature
    • Capture accurate Client GPS location
    • Relationships
      • Emergency Contacts
      • Individuals
      • Organization
      • Caregiver Compatibility
      • Possible Payer
    • Communication Items
    • Status
    • General Notes and Office Notes
    • Classifications
    • Characteristics
    • Extra Information
    • Home/Health Evaluation (Client)
    • Duties to Perform (Client)
    • Medication (Client)
    • Care Plan Notes (Client)
    • Skills
    • Pop-Up Alerts
    • Referral (read only)
    • SSN and Birthday are NOT visible in the app for security
  • Calendars
    • Month view, Week view, Day view
    • View, add and edit schedules, tasks, appointments, documented events
    • Edit:
      • Choose Authorization (Schedule)
      • Scheduled time/hours
      • Category (Tasks, Appointments, Documented Events
      • Client/Primary Person
      • Location (Based on primary person)
      • Caregiver/Other People
      • Change Status (e.g. Active, Cancelled)
    • Use Caregiver Suggestion on schedules
    • Add/Edit event attached items:
      • Notes
      • Documented Events (Attach to Schedule)
      • Attributes
      • Notices (read-only)
      • Extra Charges (read-only)
      • Pending Caregivers (read-only)
      • Tasks to Perform (read-only, based on Auth/Client Duties to Perform)
      • Tasks Performed (read-only, entered by caregiver)
      • Care Notes

CAREGIVER LOGIN

  • View own profile (read-only)
  • View own calendar and schedules (read-only)
    • Ability to clock in and record time using the app - verified with GPS (must be enabled by the office from Companion)
    • Ability to add Tasks Performed to schedules
    • Ability to add Care Notes to schedules
    • Ability to capture Client’s signature to verify tasks performed
  • Cannot view client or other caregivers' profiles

CLIENT LOGIN

  • View own profile (read-only)
  • View own calendar and schedules (read-only)
  • Cannot view caregivers' or other clients' profiles.
  • No labels