Security Levels and restrictions are now supported across HomeTrak Online features. (Usernames and Security Levels are configured within the Companion software.)
Note: All users have access to view their own Calendar. The only "securable" feature that non-Office Staff users currently have access to is Availability.
Availability
When adding a new Date-Specific Availability record and making it “Unavailable”, only the date is entered, the time fields are completely hidden.
Better indication of which option (Available/Unavailable) is currently selected.
Appearance/style improvements to the Weekly Availability screen.
Fixed some issues with the handling of records that ended at midnight.
Schedules and Calendars
Month view on the Calendar more clearly highlights the current month.
Week view on the Calendar automatically scrolls to the time of the earliest event on any day within the week.
Fixed rendering bugs with 24 hour and other over-midnight schedules on the Agenda Calendar view. Eliminated duplicate rows and issues with how the hours could be counted.
Miscellaneous
Fixed a bug with manually typing a date into Date & Time fields.
Term Translation (configured in Companion in the Agency Office Module under Overrides > Program Features > Terms) is now supported. This feature will replace specific terms with alternate text on button and field labels, grid headers, etc.
Office Staff Specific
Find Area/People Picker
Select Scenarios to filter the list to specific sets of people.
Various grouping options to organize the list are provided.
Shows the basic profile information at the top of the picker in a Card Style matching the Companion desktop application.
Technical improvements to the profile Card Style at the top of the people picker.
Under Reports in Grouping in the tree view (people picker) now there is a check box to check/uncheck all of the names within that group.
Profiles and Demographic Information
Can now add new people/organizations into the system. (Note: currently no ability to Edit name or profile except as below)
Ability to view and add demographic information to profiles:
Other items (Status, Required Date, Referrals, Qualifications) are still read-only at this point
Schedules and Calendars
Can now add/edit Appointments, Tasks and Documented Events (currently under Profile options)
Office Staff can now edit Schedules and change the times and caregivers.
Quick Pick is now available to choose an appropriate caregiver. (Note: Choosing caregivers only - no options to message & add Pending at this time. Needs to be done in Companion.)
Office Staff can clock in (using GPS/Location services on mobile devices) and record duties performed on their own schedules, as if they were acting as a caregiver.
Can select the full list of Attributes to add to schedules.
Added Schedule Review (All schedules – do not have advanced filter to select specific schedule scenarios or filter on status, call type, attributes implemented yet.)
Grids and Reporting
Most of the flex grid reports from Companion are now available in the online version.
Date Filters are provided where appropriate to filter data.
“Show Missing” option on some grids will show people that don’t have categories of items.
Better default sorting of grid columns is applied.
Caregiver Specific
Schedules & Calendars
Caregivers can view Care Note History (shows last 7 days of care notes entered by caregivers for that client) on their schedules, to see recent information about the client’s care.
Caregivers looking at Tasks or Appointments on their Calendar can now see the Additional Information text on the event details.
Signature pad improvements:
Larger size
Added Clear button
Improvements to handling of orientation and rotation on mobile devices.
Client Inquiry/Caregiver Application Forms
Office name & address now stays right-aligned on the page header when the company logo is not included on the page.
Fixed a bug with manually typing a date into Date & Time fields.