Overview
Schedule. Manage. Serve. Grow.
HomeTrak Companion is accessible from anywhere
The software system is designed to meet the needs of the home care business – getting jobs scheduled. This means tracking detailed and ever-changing information on clients and caregivers while keeping abreast of who is referring. HomeTrak helps match the right caregivers with the right clients to be at the right place at the right time, all while managing important referral and client relationships.
Click a link below to learn more about each topic:
Referral Management
- Keep track of anyone or any business that is sending clients and caregivers to your organization.
- How many new referrals did you receive yesterday?
- How many new clients did you receive yesterday?
- How long is it taking to turn potential clients into active clients?
- Information from the referral module can be used to make educated marketing decisions.
Watch a demo video about Referrals and Relationships in HomeTrak
Clients
- Tracks required dates specific to each client.
- Allows for a permanent schedule and visit plan.
- Records all the skills required to accommodate a client’s needs.
- Connects external documents to each client for easy reference.
- Tracks changes made to a client’s records, including information changed, who changed the information, and when it was changed.
- Imports and exports demographic information with other contact management and accounting software.
- Manages referral sources and contacts through the Referral Management System.
Learn more about HomeTrak’s capabilities by watching our demo videos – Experience It
Caregivers / Employees
- Stores caregiver photographs.
- Multiple options available for pay rates.
- Connects external documents to each caregiver for easy reference.
- Allows viewing of all clients that the caregiver is currently assigned to visit.
- Allows viewing of all changes made to a caregiver’s record, including information changed, who changed the information, and when it was changed.
- Allows creation of user-defined skills, user-defined locations and user-defined compliance data.
Learn more about HomeTrak’s capabilities by watching our demo videos – Experience It
Scheduling
- Automatic alerts to open schedules and caregiver overlaps.
- Suggests caregivers best suited to care for clients based on user defined parameters.
- Only matches available caregivers that meet the client’s request.
- Client and caregiver information is visible side-by-side for a better match.
- Eliminates double scheduling of shifts.
- Notifies scheduler when a caregiver might go into overtime.
- Invoicing and payroll are based on a confirmed schedule, thus eliminating errors in client billings and caregiver pay.
- Single entry of duplicated data eliminates human errors.
- Information is archived for later retrieval as needed.
- Saves time and money by e-mailing schedules and other pertinent information directly from the schedule module to caregivers, clients and their families.
- Provides integrated directions to client homes using an interface to Google Maps, an extraordinary new concept that allows viewing of maps to the client’s home and viewing driving routes between schedules.
Watch a demo video about Scheduling with Client and Caregiver Calendars.
Payroll
- Calculates payroll for any time period.
- Calculates payroll for all caregiver groups or a single group.
- Make minor adjustments to calculated payroll.
- Easily creates payroll reports for both active and posted payroll periods.
- Exports payroll to QuickBooks timecards.
- Moves payroll information to the sales history system, so you can view profit and loss by type of work performed, clients visited, or payers.
Billing
- Calculates billing for any time period.
- Calculates billing for all client groups or a single group.
- Produces an invoice that can include your company logo, and/or a tear-off remittance section.
- Creates billing reports for both active and posted billing periods.
- Sends invoices to QuickBooks accounting after created.
- Capable of billing for holidays by individual client.
- Allows correction of posted billing.
- Easily creates invoices between normal runs for estate payment.
- Capable of billing for mileage, errand mileage and expenses.
Reporting
- Easily generate, display and print reports.
- Choose the report or options that you want.
- Quickly find the information that you need.
- Create professional looking caregiver name badges.
- Simple to generate mailing labels or envelopes for clients, payers or caregivers.
Telephony
- Eliminate paper time sheets for good!
- Client is no longer required to sign timesheets thereby avoiding potential conflicts
- Significantly streamline payroll and invoicing
- No additional phone lines or hardware required
- Disciplines caregivers to show up on time and work for the authorized period
- Provides management with a unique and powerful caregiver management tool
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