HomeTrak Online Feature List

As of v3.0

OFFICE STAFF

Profiles

Search for and display all types of people in the system.
- Search matches the Find Area of the Companion desktop application.
- Use same Filter and Search options to narrow down the list as the desktop application.
- Has similar "Cardstyle" view of basic contact information as Companion desktop application.
View (Read-only, no add/edit/delete in current version) most demographic information on profiles (Status, Communication, Languages, Classifications, etc.).

Scheduling

Can view calendars for all people in the system.
Schedule Verify grid shows basic Schedule information for selected person, including whether the Schedule has any attached Attributes.
Can review and update availability.
All events are Read-only in current version.

Reporting

Schedule Review grid (all schedules)
Schedule Clock-In Status
Most of the Excel-style "Flex Grid" reports from the Companion desktop application are available in the Reporting area.
- Grid data can be grouped, filtered, and sorted similar to the desktop application.
View any Saved Reports attached for Mobile Viewing to a person or organization.

CAREGIVERS

Scheduling

Can view own calendar and see Schedules, Tasks and Appointments.
- Can record Duties Performed and Care Notes on Schedules (within one day of Schedule's start time).
- Can capture verification signature from Client for Duties Performed (best on mobile device).
- Can record Clock-In and Clock-Out on schedules using GPS (if Location Services is enabled on mobile device).
Schedule Verify grid shows basic Schedule information for selected person, including whether the Schedule has any attached Attributes.
Can review and update their availability.
Except as outlined above, all information is Read-Only.

CLIENTS

Scheduling