Setting the Client's Responsible Party

For clients that are not self-responsible, HomeTrak Companion allows you to set and export a client's Responsible Party to Home Care Pulse.

To set a Responsible Party on a Client, edit their Profile, and then under the File Menu at the top left of the screen click on the Responsible Party option.

In the "Delegate" field, choose the Client's Responsible Party from their attached relationships (Emergency Contacts and Individuals) or use the Add button to add a new relationship to this list.

When a person has been chosen, their profile information will be displayed on the right hand side of the screen.

NOTE: The chosen Responsible Party must have at least one phone number listed on their profile.

NOTE: If a Responsible Party is not specified in HomeTrak Companion, but there is Responsible Party information for this client in Home Care Pulse, Companion's export(s) will not remove this information from Home Care Pulse. If a Responsible Party exists in Companion, then this will be exported and updated to Home Care Pulse. If a client were to no longer have a Responsible Party and become self-responsible, the responsible party information would have to be removed from both Companion and Home Care Pulse.

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Exporting Information to Home Care Pulse

HomeTrak Companion Version 6

Setting the Client's Responsible Party

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