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

• Can view own calendar and see Schedules, Tasks, and Appointments.
• All information is Read-only.