HomeTrak Online Release Notes v3.0

Owned by Chris vanderHeide
Last updated: Oct 05, 2016
3 min read

Reporting is available!

  • More than 50 grid reports available under categories of the 3 primary roles.
  • Also includes Scenarios to run reports for Contacts, Organizations, All People and Payers
  • Schedule Review & Open E-Time Card grids are available.
  • When date filtering is available, a filters button will appear with beginning and ending dates.
  • When available, “Show Missing” will present a summary of who is missing what items for that screen report.

Saved Reports is now available.

  • Prompts for a password when needed.
  • Clients and Caregivers can view saved reports for themselves and people who are attached to them.
  • Caregivers can only view saved reports for people other than themselves or those who are attached to them within a week (before or after) of a schedule they have with them. If a caregiver is not attached, and does not have a schedule within this range, they will not be able to view the care plan report or saved reports on the schedule. This restriction also applies to the care plan report button at the top right of the schedule.

Card Styles are available in the picker.

  • Feel right at home with Companion-like Card Styles!
  • Displays Responsible Party information when available, which allows a pop-out card style of the Responsible Party's card style.
  • Collapsible and available on mobile and desktop. 

Scenarios and Group By options are available in the picker!

  • Scenario and Group By options will change, be remembered, and restored according to which Perspective is requested for the current view. For example, viewing the Client module has Client related Scenarios, while viewing the Daily Schedules report will present All Clients or All Caregivers Scenarios.

Term Translator

  • Term Translator will use the term overrides from the Agency Office Module to replace terms, such as “Caregiver”, with the override.
  • Applies to Menus, Grid Columns, Headings, and Labels. 

Security is now fully applied to the session and can be used to grant or deny access to tools.

  • All users always have access to their own 'Calendar' and 'Profile' screens. 
  • Caregivers always have access to 'Schedule Verify'.
  • Other tools and options can be restricted using Security. (By default, if a non-Office Staff account is not provided with a Security Level, they will not have any additional access.)

Change Agency Office is now available.

  • Swaps you to the new office. 
  • Should remember where you were independently of each office.

Navigation Improvements

  • Sending links (for example, by email) now works as expected
  • Using the browser's back and forward buttons is now more intuitive.

Session State and Perspectives

  • The state of your session is now stored in the browser and remembered across refreshes.
  • When changing views in the menu, your 'Perspective' is changed appropriately. State changes are tracked and restored when moving back to a previous previous link. The Perspective handles storing and displaying who you are looking at and sets and appropriate context for the picker, such as multi select, and remembers your scenario, group by, and search criteria settings as well.

Session Timeout has been added.

  • Pops up with a 2-minute count down after 30 minutes of inactivity.
  • Clicking Continue resumes session.
  • If the timer elapses the user is logged out and a session expired message is displayed.
  • Prevents users from viewing content on a page after the session has expired.
  • Prevents users from receiving a more confusing “Connection interrupted” or “Session timed out” message when trying to perform an action on a page. 

Custom Forms (HireWise™) have been added.

  • Now uses the Single-Page Application approach to loading a custom form.
  • No longer stored in the session, reduces risk of losing data.
  • Looks a little prettier, but should behave the same as previous Inquiry system.