IVR Setup

These settings are protected and can only be configured with the assistance of HomeTrak technical support staff.

The IVR Settings are configured in the Agency Office Module, Optional Tab, using the Telecom/IVR Settings tool under the Remote Access dropdown.

Field

Description

Phone Numbers

The number(s) that your Caregivers will call must be listed here. (Add your number(s) using the category ‘Telecom and SMS’.) These numbers will be assigned to your office by HomeTrak.

Voice Gender

Choose from a Male or Female sounding voice for the IVR system.

Default Language

Indicate your system language.

Enable IVR Features

Pending Schedules	If checked, allow Caregivers to use the IVR to listen to available open schedules (schedules with no caregiver where that caregiver is in the list of Pending Caregivers). Caregivers can accept schedules using the IVR. Use the ‘Max Records’ field to limit the amount of events that will be presented.
Upcoming Events	If checked, allow Caregivers to use the IVR to listen to their upcoming schedules. Use the ‘Max Records’ field to limit the amount of events that will be presented.

SMS Setup

SMS Forwarding	Set up forwarding of incoming text messages to an office staff person's cell phone.
Hashtags	Choose from the list of interactive "Hashtag" commands that can be used in conjunction with Hometrak Companion's texting features.

Security Setup

Auto Create IVR	Automatically create a missing mobile security for a person when they call the IVR.
Auto Login IVR	Allow automatically created mobile security users to log in to the IVR options using a default PIN which will be the last four digits of their code. Users will be prompted to change their PIN when they first use it. (NOTE: they must call from their own phone in order to reset their initial PIN.)
Auto Create Mobile
Auto Login Mobile
Auto Enable Chat	Automatically enable chatting when creating mobile security records.

HomeTrak Companion Version 6

IVR Setup

Analytics

Related content