This document contains information regarding changes made to the HomeTrak Companion software from one release to another.

Version 5.5.3 (Service Release)

Bug Fixes

Fixed an issue with running the Big Picture Report from the Client and Caregiver Modules. (Was working fine from the main Calendar Modules.)

Version 5.5.2 (Service Release)

Bug Fixes

Fixed a missing security configuration on new View Payroll button in Caregiver Module.

Version 5.5.1 (Service Release)

Software Release Date: July 23, 2015

Bug Fixes

Double click on Home/Health Item in the list when adding items to the Client’s Care Plan now allows edit of the master Health item.
Using multiple words or terms when filtering the list of people in the Find Area could cause the system to hang.
Creating a new Contract (Authorization) directly from the Client Inquiry wasn't choosing the client as the payer.
Saved Grouping in the Find Area wasn't being applied.

Version 5.5

Software Release Date: July 9, 2015

New Features

New tabbed interface in modules main display area:

Keep multiple views open to quickly switch back and forth.
Save a particular combination of tabs in a module as a “favorite” default layout.
(Overall ribbon organization stays the same.)

Enhancements

Program startup performance improvements.
Travel Time and Mileage calculation performance improvements.
New tool to view Client’s invoices from within the Client Module. (under Documentation)
New tool to view billing records associated with an invoice.
New Scenarios for All Individuals and All Emergency Contacts for picking people in events (Tasks, Appointments and Documented Events) and Referrals.
Ability to enter information directly in the Actual Hours grid. (Schedule Review Module)
Ability to filter the Caregiver Over/Under Max Hours per Week by Service (Call Type) (Printed Reports).
New option when adding new recurring schedules to easily create the new recurrence(s) every two weeks, three weeks, etc. without directly editing the pattern.
New context menu options on calendars (when you right-click a day on the calendar or an event):
- Date Specific Availability (Make Available/Make Not Available)
- “Quick Clone” tool to copy and paste an event in a pattern over several weeks.
- View Distance and Travel (opens new screen showing previous and next direction information)
- View E-TimeCard
- View Signature
Exposed received date on Client Inquiry/Caregiver Application edit screen so this can be entered properly if the Inquiry is not entered at the same time it is actually received.
Ability to specify pattern of predefined events (tasks and appointments) to create when adding a new person. (Event Pattern selection on Add New Person screen.) (Setup done in Agency Office)
Added Validate Location button on Location screen report toolbar to verify addresses with the HomeTrak Trips mapping service. (Screen Reports)
Added Validate Directions button in Schedule Review module File Menu to calculate directions for schedules.
Removed connection URL from the content of the Mobile Security password reset email. (Mobile apps auto-set this now based on the company code when entering the server login information and server selection is more user-friendly, so this is no longer needed in the email.)
Ctrl-click on a Module from the Main Module to open additional copies of that module.
Additional Time Frame filters on the Events list.(Client/Caregiver/Office Staff modules found on Scheduling drop-down list)
Added name suffix (i.e. Jr., Sr. etc.) as an optional column to the Demographics screen report/flex grid.
Scenarios and Warnings for Caregivers going into Overtime weren’t including travel time where travel time can be included in overtime.
Added Dismiss Notices tools in the Today’s Notices panel in Main Module.

Bug Fixes

“Schedules-No Caregiver” calendar now properly shows only schedules belonging to the current office (when there are multiple offices in the same database).
Fixed an issue with Telephony that could in rare cases cause timecards to match to back to back schedules in the wrong order.
Adding new emails was defaulting the date to the cloud server’s clock time rather than the adjusted local time for the office.
When adding new people, the ‘Referral Category’ field on the Add New Person screen wasn’t resetting on each subsequent addition.
Drag and drop of a schedule on calendar was not properly writing history of the date/time change.
Fixed an issue with adding/editing an Agency Office Category (in User Defined master list) loading with the wrong type.
Better refreshing of the “Batch” dropdown in Billing/Payroll modules when navigating between open tabs.
Fixed security on Required Dates and Schedule Exceptions reports when run from the Client/Caregiver module ribbon.
Fixed issues with PDF document security features being silently applied to PDF calendars (for printing or email) even when not using any password protection. If no password protection is applied, no security restrictions of any kind should be applied to the generated PDF document.
Fixed an issue with reloading the secondary payer in a Contact/Authorization with Co-Billing, where a Client has multiple third-party payers.
Fixed a security issue with trying to restrict users from being able to add new people.
Fixed an issue with the Caregiver Schedule Conflict warning not prompting on the save of a schedule if it is the only issue on the schedule.
Clicking in a blank read-only date/time field on the Client Inquiry/Caregiver Application screen (i.e. the Status Date fields) caused the screen to get stuck and be unable to get away from that field.
When adding a new person who looks like their name already exists in the program, the system would ask twice if you wanted to attach the new entry to the existing record if you declined the prompt.
Fixed an error that could occur while using the ribbon tool to quickly add Notices to a Task or Appointment when there are multiple people in the "Who should perform this task" or "Who else should attend" list in the event.

Version 5.4.1 (Service Release)

Software Release Date: (Beta)

Enhancements

Home Care Pulse exports include Responsible Party information (pulled from Home Care Pulse and re-reported in export) to make sure this information will never get overwritten in an export. (Beta feature)

Bug Fixes

Fixed an issue with selecting the correct Call Type ID in an authorization when using a Payer that exists in more than one office in a multi-office database. (In many cases no apparent issues would be encoutered, but a potential mis-match in IDs could cause the correct Call Type to not be automatically selected in the list when editing an existing authorization.)

Version 5.4 (Beta Release)

Software Release Date: (Beta)

New Features

Ability to enable caregivers to clock in to schedules from their mobile device (with updated Android or iOS apps). This uses the device's GPS features to verify the caregiver is at the client's location.
*** Additional Charges will apply for each clock in and clock out using GPS. Please contact our sales department for more details ***
New tool on the schedule edit screen (located in the drop down menu next to the Caregiver field) to calculate how many hours have been used with this caregiver for the current authorization, and their total hours during the same period. This can be used for determining hours used for sick time, vacation, etc. by easily comparing hours used compared to total hours worked.

Enhancements

Directions, Travel and Mileage Improvements

Better flagging of non-“valid” directions to distinguish between unknown directions and those that can’t be calculated. Improves performance of travel time by not attempting to recalculate directions that are known to be incalculable (due to invalid or incorrectly formatted address information).
In addition to directions (distance and travel), addresses themselves are also now marked as valid/invalid using our HT Trips address and directions service.
New tool in the drop down menu embedded in address editing screens to verify an address as valid.
Addresses are also validated automatically on save.
Address and direction validity information added to Finalize Schedules grid.
Other performance improvements in calculation of directions, mileage, and travel time.

Reporting

The “Generate Report” tool on the Documented Events list in the modules now shows the same version of the report that is in the Printed Reports Module.
Cosmetic improvements to the Documented Events report.
New Email flex grid in Screen Reports Module.
No longer showing submission dates next to each individual question response on the report for a Client Inquiry/Caregiver Application.

Scenarios

New People Scenarios in Messaging Module (for texting and bulk texting):
- All Caregivers with Cell Phones
- All Office Staff with Cell Phones
New Schedule Scenarios in Schedule Review Module:
- Schedules with Tasks Performed
- Schedules with Care Notes

General/Tooling Changes

Possible Payers tool added back under Scheduling Setup menu tool in Client Module in new ribbon layout (Version 5 Menu Style).
Added Relationships tool to Payer Module (Version 5 Menu Style).
Can now add Contacts to Payers and Organizations again.
Increased length of Event Reminder message text from 50 to 100 characters.
Added Event Reminders to Scheduling Setup menu tool in Office Staff module (Version 5 Menu Style).
General Notes tool added back to Payer and Organization modules.
Adding Emergency Contacts and Individuals from the Care Plan intake now uses the new style of adding people.
Show mapping and directions in the native default web browser instead of the embedded View Information browser window inside Companion.

Bug Fixes

Payroll Export

If using the ADP Pay eXpert/Paycor interface for exporting Payroll to Paycor, always put Extra Charge numbers in the "Earnings 3 Code/Amount" columns in the export file, and never under the "Adjust Ded Code/Amount" columns as for Pay eXpert when the items are not taxable.

Security

Fixed a security issue with getting “Restricted Option” on viewing the list of People to which you just emailed calendars.
Fixed a security issue with getting “Restricted Option” adding/editing Notes attached to an Authorization.

Texting

Sending out a text to multiple people at once no longer acknowledges any incoming messages from the selected people.
Sending out a text to multiple people at once was not properly recording in the message history against the correct people.
Fixed a rare issue that could potentially cause a message to appear to have been acknowledged by the wrong person.

General

Some of the calendar context menu options were not working when the calendar was in a day view.
Added protection against cases where the main view within the module could be minimized and appear blank.
A toolbar was visually doubled on the Setup a Referral screen.
Start times of new events created via the Quick Add Events tool were not getting set correctly according to the quick add pattern.
When adding a new Contract/Authorization, if the default Hour Code of the first selected Call Type on opening the screen was other than “Both Billing and Payroll” this would not be properly reflected in the selected Hour Code.