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HomeTrak Companion Version 6
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Key Concepts to Companion
Glossary
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Feature Overview Videos
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HomeTrak Academy
Relationship Management
Client and Caregiver Online Applications
Scheduling
Telephony and E-TimeCards
Billing
Payroll
Reporting
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Creating Custom Report Watermarks
Custom Reports
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Benchmarking KPIs
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Client Census as of a Specific Date
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Number of Active Clients added in a specific year
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Number of Active Clients older than 65
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Edit an Automated Report Setup
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FTE Utilization Report
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Mail Merge Reports
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Password Protect a Report
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Reporting List
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Required Dates Reports
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Run a Report
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Save Reports for Mobile Viewing
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Set up a Report to Automatically Generate and Email
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Stop a Report From Automatically Sending
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View People with Missing Information
IVR and SMS Texting Features
Mobile Apps
HomeTrak Online Web Portal
User Defined
Agency Office
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Beta Programs
Workstation Installers 6
Release Notes
How-to articles
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Dashboards
Apps
Gliffy Diagram
HomeTrak Companion Version 6
/
Reporting
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Custom Reports
Summarize
Custom Reports
akapteyn (Unlicensed)
Chris vanderHeide
Owned by
akapteyn (Unlicensed)
Last updated:
Nov 28, 2016
by
Chris vanderHeide
1 min read
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Client Census as of a specific date
Number of Active Clients in a specific year
Number of Active Clients older than 65
Benchmarking KPIs
Related Topics
Reporting within Companion
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