Does your office use Companion on HomeTrak’s Cloud hosted solution? If so, an option is available to integrate your Companion database with a web form, allowing potential clients and/or caregivers to submit their contact and other information directly into your database as an Inquiry.
Client Inquiries for Service:
- The web form allows potential clients (or their family members) to quickly submit a service inquiry. These inquiries go into the Client Inquiries Module.
- To view the questions and responses from the web form, open the Client Inquiryselect the desired Client Inquiries Module and click the Edit tool.
- The Inquiry can be made into a Potential Client at any time by editing the Inquiry and clicking the Make Potential tool in the ribbon.
- Information from the web Inquiry Form are copied to the new Client when they are made potential, so you can see the history of the client.
The web questions and responses are found in the Client Module/Documentation tool/Application.
Caregiver/Office Staff Applications:
- Potential Caregivers can submit an employment application through a page which may be directly linked on your company’s web site.
Caregiver applications are saved in the Human Resources Module under the Caregiver Applications tool. - To view the questions and responses from the web application form, click the Caregiver Applications tool in the ribbon. Select the desired Caregiver and click the Edit tool.
- The Caregiver Applicant can be made into a Potential Caregiver at any time by editing the Application and clicking the Make Potential tool in the ribbon.