Client and Caregiver Web Application Overview

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.

Where to Find the Submitted Information

Client information submitted via the web form is called an Inquiry. These inquiries may be found under Client Inquiries under the Home drop down tool tab in the Main Module.

Caregiver and Office Staff information submitted via the web form is called an Application. Caregiver and Office Staff Applications may be found under the Applications drop down tool in the Human Resources tab of the Relationship Management Module.

Making an Inquiry or Application into an Actual Client or Caregiver

If a Client Inquiry lead or Caregiver/Office Staff Application becomes something more solid, you will want to have them added to the appropriate section in the Relationship Management Module.

To transfer an Inquiry or Application to the Relationship Management Module and create an actual profile, edit the Inquiry/Application and click on the "Make Potential" button on the ribbon. This will create their profile in the Relationship Management Module based off the information on the Inquiry/Application and set their status to Potential. Any information attached to the Inquiry/Application record such as Skills, Required Dates and the answers to any of the Web Form Questions will be automatically linked to the new profile.

(To view the Web Form Questions/Answers in the Relationship Management Module on the new profile, this is found under Documentation > Client Inquiries in the Clients tab for Clients, and under Documentation > Application in the Human Resources tab for Caregivers and Office Staff.)

Once a person has been properly added into the system as Potential, all further updates or manipulation of profile information can (and should) be done directly on the new profile in the Relationship Management Module, with the original Inquiry/Application record maintained for historical purposes and lead tracking.